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Talon Private Wealth’s Chevron CVX Stock Holding History

Talon Private Wealth’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 		$313K Buy
+1,513
New +$276K 0.04% 162
2025
Q2 		$292K Buy
2,039
+254
+14% +$35.8K 0.04% 150
2025
Q1 		$299K Buy
1,785
+324
+22% +$50.7K 0.04% 137
2024
Q4 		$212K Sell
1,461
-87
-6% -$13.3K 0.04% 126
2024
Q3 		$228K Buy
+1,548
New +$230K 0.05% 82

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

Talon Private Wealth's CVX Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Chevron (CVX) in Q1 2026: 1,513 shares worth $313K. The stake represents 0.04% of the portfolio and ranks #162 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in CVX as recently as Q2 2025.

Talon Private Wealth first reported a position in CVX in Q3 2024 and has held it in 5 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Talon Private Wealth held 1,513 shares of Chevron worth $313K as of Q1 2026.
  • Chevron was a new Talon Private Wealth position in Q1 2026.
  • Chevron made up 0.04% of Talon Private Wealth's portfolio in Q1 2026, its #162 holding.
  • Talon Private Wealth first reported a position in Chevron in Q3 2024 and has held it in 5 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.