Stratos Wealth Partners’s Chevron CVX Stock Holding History

Stratos 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	$18.3M	Buy	88,658 +4,092	+5%	+$746K	0.21%	98
2025 Q4	$12.9M	Sell	84,566 -1,891	-2%	-$288K	0.15%	142
2025 Q3	$13.4M	Buy	86,457 +13,056	+18%	+$2.02M	0.16%	127
2025 Q2	$10.5M	Buy	73,401 +8,273	+13%	+$1.17M	0.14%	146
2025 Q1	$10.9M	Sell	65,128 -10,589	-14%	-$1.66M	0.17%	124
2024 Q4	$11M	Buy	75,717 +4,949	+7%	+$758K	0.15%	129
2024 Q3	$10.4M	Buy	70,768 +261	+0.4%	+$38.8K	0.15%	142
2024 Q2	$11M	Buy	70,507 +7,077	+11%	+$1.13M	0.18%	118
2024 Q1	$10M	Sell	63,430 -7,986	-11%	-$1.21M	0.17%	137
2023 Q4	$10.7M	Buy	71,416 +4,341	+6%	+$657K	0.2%	110
2023 Q3	$11.3M	Buy	67,075 +3,224	+5%	+$521K	0.24%	84
2023 Q2	$10M	Buy	63,851 +3,377	+6%	+$541K	0.23%	94
2023 Q1	$9.87M	Sell	60,474 -3,199	-5%	-$536K	0.26%	77
2022 Q4	$11.4M	Buy	63,673 +3,871	+6%	+$676K	0.29%	73
2022 Q3	$8.59M	Sell	59,802 -6,739	-10%	-$1.03M	0.24%	86
2022 Q2	$9.63M	Buy	66,541 +9,069	+16%	+$1.5M	0.24%	84
2022 Q1	$9.36M	Sell	57,472 -575	-1%	-$82.5K	0.21%	106
2021 Q4	$6.81M	Buy	58,047 +3,874	+7%	+$440K	0.15%	147
2021 Q3	$5.5M	Buy	54,173 +3,662	+7%	+$365K	0.14%	165
2021 Q2	$5.29M	Buy	50,511 +3,580	+8%	+$378K	0.13%	174
2021 Q1	$4.92M	Sell	46,931 -289	-0.6%	-$28.2K	0.14%	167
2020 Q4	$3.99M	Sell	47,220 -245	-0.5%	-$19.8K	0.12%	185
2020 Q3	$3.42M	Sell	47,465 -1,875	-4%	-$158K	0.11%	198
2020 Q2	$4.4M	Sell	49,340 -281	-0.6%	-$25.2K	0.16%	151
2020 Q1	$3.6M	Buy	49,621 +1,121	+2%	+$111K	0.16%	126
2019 Q4	$5.84M	Buy	48,500 +3,776	+8%	+$445K	0.23%	94
2019 Q3	$5.3M	Buy	44,724 +601	+1%	+$73K	0.23%	94
2019 Q2	$5.49M	Sell	44,123 -174	-0.4%	-$21K	0.24%	81
2019 Q1	$5.46M	Sell	44,297 -370	-0.8%	-$43.8K	0.25%	85
2018 Q4	$4.86M	Buy	44,667 +2,648	+6%	+$307K	0.25%	84
2018 Q3	$5.14M	Sell	42,019 -694	-2%	-$84.2K	0.23%	88
2018 Q2	$5.4M	Sell	42,713 -2,048	-5%	-$254K	0.24%	78
2018 Q1	$5.11M	Sell	44,761 -3,106	-6%	-$371K	0.22%	104
2017 Q4	$5.99M	Sell	47,867 -24,192	-34%	-$2.87M	0.27%	70
2017 Q3	$8.47M	Buy	72,059 +476	+0.7%	+$52K	0.4%	54
2017 Q2	$7.47M	Buy	71,583 +2,808	+4%	+$297K	0.39%	55
2017 Q1	$7.38M	Buy	68,775 +464	+0.7%	+$52K	0.42%	55
2016 Q4	$8.04M	Buy	68,311 +4,527	+7%	+$493K	0.5%	43
2016 Q3	$6.57M	Buy	63,784 +5,951	+10%	+$608K	0.44%	49
2016 Q2	$6.06M	Buy	57,833 +4,766	+9%	+$479K	0.45%	44
2016 Q1	$5.06M	Buy	53,067 +11,616	+28%	+$1.02M	0.43%	45
2015 Q4	$3.73M	Sell	41,451 -3,545	-8%	-$320K	0.31%	65
2015 Q3	$3.55M	Buy	44,996 +1,851	+4%	+$156K	0.45%	45
2015 Q2	$4.16M	Sell	43,145 -1,614	-4%	-$169K	0.53%	30
2015 Q1	$4.69M	Buy	44,759 +14,288	+47%	+$1.52M	0.56%	31
2014 Q4	$3.42M	Buy	30,471 +4,829	+19%	+$549K	0.62%	34
2014 Q3	$3.06M	Buy	25,642 +4,731	+23%	+$604K	0.72%	33
2014 Q2	$2.73M	Buy	+20,911	New	+$2.6M	0.91%	27

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 $295B AUM 31.6% 1-Year Est. Return

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

Stratos Wealth Partners increased its Chevron (CVX) stake by 4.8% in Q1 2026, buying an estimated $746K and bringing the position to 88,658 shares worth $18.3M. The position accounts for 0.21% of the portfolio, ranked #98.

Stratos Wealth Partners first reported a position in CVX in Q2 2014 and has held it in 48 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Stratos Wealth Partners held 88,658 shares of Chevron worth $18.3M as of Q1 2026.
Stratos Wealth Partners bought 4,092 Chevron shares in Q1 2026, an estimated $746K.
Chevron made up 0.21% of Stratos Wealth Partners's portfolio in Q1 2026, its #98 holding.
Stratos Wealth Partners first reported a position in Chevron in Q2 2014 and has held it in 48 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.