Strait & Sound Wealth Management’s Chevron CVX Stock Holding History

Strait & Sound Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Buy	6,082 +88	+1%	+$16K	0.47%	52
2025 Q4	$914K	Buy	+5,994	New	+$913K	0.34%	62
2025 Q2	–	Sell	-1,259	Closed	-$211K	–	147
2025 Q1	$211K	Sell	1,259 -174	-12%	-$27.2K	0.1%	140
2024 Q4	$208K	Sell	1,433 -330	-19%	-$50.5K	0.1%	143
2024 Q3	$260K	Sell	1,763 -1,938	-52%	-$288K	0.13%	121
2024 Q2	$579K	Sell	3,701 -193	-5%	-$30.8K	0.3%	57
2024 Q1	$630K	Buy	3,894 +99	+3%	+$14.9K	0.35%	47
2023 Q4	$543K	Sell	3,795 -160	-4%	-$24.2K	0.34%	50
2023 Q3	$667K	Buy	+3,955	New	+$639K	0.57%	38
2023 Q2	–	Sell	-1,339	Closed	-$218K	–	109
2023 Q1	$218K	Sell	1,339 -63	-4%	-$10.6K	0.22%	106
2022 Q4	$253K	Buy	+1,402	New	+$245K	0.28%	89

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Strait & Sound Wealth Management's CVX Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Chevron (CVX) stake by 1.5% in Q1 2026, buying an estimated $16K and bringing the position to 6,082 shares worth $1.26M. The position accounts for 0.47% of the portfolio, ranked #52.

Strait & Sound Wealth Management first reported a position in CVX in Q4 2022 and has held it in 11 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Strait & Sound Wealth Management held 6,082 shares of Chevron worth $1.26M as of Q1 2026.
Strait & Sound Wealth Management bought 88 Chevron shares in Q1 2026, an estimated $16K.
Chevron made up 0.47% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #52 holding.
Strait & Sound Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 11 quarters since.
4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.