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Talisman Wealth Advisors’s Chevron CVX Stock Holding History

Talisman Wealth Advisors’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 		$629K Sell
3,041
-352
-10% -$64.2K 0.51% 47
2025
Q4 		$517K Sell
3,393
-47
-1% -$7.16K 0.4% 58
2025
Q3 		$534K Sell
3,440
-40
-1% -$6.2K 0.44% 56
2025
Q2 		$498K Sell
3,480
-792
-19% -$112K 0.46% 52
2025
Q1 		$715K Sell
4,272
-93
-2% -$14.6K 0.73% 37
2024
Q4 		$632K Sell
4,365
-76
-2% -$11.6K 0.67% 42
2024
Q3 		$650K Sell
4,441
-86
-2% -$12.8K 0.68% 40
2024
Q2 		$708K Buy
4,527
+110
+2% +$17.5K 0.82% 37
2024
Q1 		$697K Sell
4,417
-256
-5% -$38.6K 0.88% 35
2023
Q4 		$697K Sell
4,673
-185
-4% -$28K 1.03% 32
2023
Q3 		$819K Sell
4,858
-320
-6% -$51.7K 1.42% 20
2023
Q2 		$815K Buy
5,178
+21
+0.4% +$3.37K 1.39% 22
2023
Q1 		$841K Buy
5,157
+485
+10% +$81.3K 1.52% 19
2022
Q4 		$839K Buy
+4,672
New +$815K 1.78% 16

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

Talisman Wealth Advisors's CVX Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Chevron (CVX) stake by 10% in Q1 2026, selling an estimated $64.2K and leaving 3,041 shares worth $629K. The position accounts for 0.51% of the portfolio, ranked #47.

Talisman Wealth Advisors first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $841K in Q1 2023. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Talisman Wealth Advisors held 3,041 shares of Chevron worth $629K as of Q1 2026.
  • Talisman Wealth Advisors sold 352 Chevron shares in Q1 2026, an estimated $64.2K.
  • Chevron made up 0.51% of Talisman Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • Talisman Wealth Advisors first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Talisman Wealth Advisors's Chevron position peaked at $841K in Q1 2023.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.