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Strategic Wealth Partners’s Chevron CVX Stock Holding History

Strategic Wealth Partners’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 		$1.09M Buy
5,265
+622
+13% +$113K 0.08% 140
2025
Q4 		$708K Buy
4,643
+1,303
+39% +$198K 0.05% 177
2025
Q3 		$519K Sell
3,340
-6,413
-66% -$993K 0.04% 225
2025
Q2 		$1.4M Buy
+9,753
New +$1.37M 0.11% 122
2024
Q4 		$1.27M Sell
8,118
-485
-6% -$74.2K 0.1% 131
2024
Q3 		$1.27M Sell
8,603
-108
-1% -$16.1K 0.12% 129
2024
Q2 		$1.36M Buy
8,711
+1,929
+28% +$308K 0.14% 115
2024
Q1 		$1.07M Buy
6,782
+898
+15% +$136K 0.12% 128
2023
Q4 		$878K Sell
5,884
-1,447
-20% -$219K 0.11% 136
2023
Q3 		$1.24M Sell
7,331
-1,223
-14% -$198K 0.16% 141
2023
Q2 		$1.35M Buy
8,554
+1,510
+21% +$242K 0.17% 137
2023
Q1 		$1.15M Buy
7,044
+2,506
+55% +$420K 0.18% 124
2022
Q4 		$815K Buy
4,538
+555
+14% +$96.8K 0.15% 136
2022
Q3 		$572K Buy
3,983
+1,585
+66% +$242K 0.12% 165
2022
Q2 		$347K Sell
2,398
-346
-13% -$57.2K 0.07% 183
2022
Q1 		$447K Sell
2,744
-610
-18% -$87.5K 0.09% 184
2021
Q4 		$394K Buy
3,354
+648
+24% +$73.6K 0.07% 217
2021
Q3 		$274K Buy
+2,706
New +$270K 0.08% 206
2020
Q3 		– Sell
-2,917
Closed -$260K – 154
2020
Q2 		$260K Sell
2,917
-9,243
-76% -$828K 0.13% 117
2020
Q1 		$1.47M Hold
12,160
– – 0.76% 34
2019
Q4 		$1.47M Sell
12,160
-2,868
-19% -$338K 0.76% 34
2019
Q3 		$312K Buy
15,028
+478
+3% +$58.1K 1.6% 10
2019
Q2 		$1.81M Sell
14,550
-390
-3% -$47.2K 0.87% 24
2019
Q1 		$1.86M Buy
14,940
+3,010
+25% +$356K 0.86% 25
2018
Q4 		$1.36M Buy
11,930
+551
+5% +$63.8K 0.69% 34
2018
Q3 		$1.39M Buy
11,379
+1,544
+16% +$187K 0.74% 38
2018
Q2 		$1.24M Buy
9,835
+337
+4% +$41.8K 0.72% 33
2018
Q1 		$1.08M Buy
9,498
+7,670
+420% +$917K 0.56% 55
2017
Q4 		$215K Buy
+1,828
New +$217K 0.12% 140

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Strategic Wealth Partners's CVX Position: Q1 2026 in Review

Strategic Wealth Partners increased its Chevron (CVX) stake by 13% in Q1 2026, buying an estimated $113K and bringing the position to 5,265 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #140.

Strategic Wealth Partners first reported a position in CVX in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.86M in Q1 2019. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Strategic Wealth Partners held 5,265 shares of Chevron worth $1.09M as of Q1 2026.
  • Strategic Wealth Partners bought 622 Chevron shares in Q1 2026, an estimated $113K.
  • Chevron made up 0.08% of Strategic Wealth Partners's portfolio in Q1 2026, its #140 holding.
  • Strategic Wealth Partners first reported a position in Chevron in Q4 2017 and has held it in 29 quarters since.
  • Strategic Wealth Partners's Chevron position peaked at $1.86M in Q1 2019.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.