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TCFG Wealth Management’s Chevron CVX Stock Holding History

TCFG 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 		$2.78M Sell
13,443
-1,910
-12% -$348K 1.04% 18
2025
Q4 		$2.34M Sell
15,353
-661
-4% -$101K 0.91% 22
2025
Q3 		$2.49M Buy
16,014
+69
+0.4% +$10.7K 0.98% 19
2025
Q2 		$2.28M Sell
15,945
-4,795
-23% -$676K 1.03% 16
2025
Q1 		$3.47M Buy
20,740
+374
+2% +$58.5K 1.74% 9
2024
Q4 		$2.95M Sell
20,366
-878
-4% -$134K 1.48% 10
2024
Q3 		$3.13M Buy
+21,244
New +$3.16M 1.57% 10

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 $336B AUM 34.66% 1-Year Est. Return

TCFG Wealth Management's CVX Position: Q1 2026 in Review

TCFG Wealth Management reduced its Chevron (CVX) stake by 12% in Q1 2026, selling an estimated $348K and leaving 13,443 shares worth $2.78M. The position accounts for 1.04% of the portfolio, ranked #18.

TCFG Wealth Management first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.47M in Q1 2025. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • TCFG Wealth Management held 13,443 shares of Chevron worth $2.78M as of Q1 2026.
  • TCFG Wealth Management sold 1,910 Chevron shares in Q1 2026, an estimated $348K.
  • Chevron made up 1.04% of TCFG Wealth Management's portfolio in Q1 2026, its #18 holding.
  • TCFG Wealth Management first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Chevron position peaked at $3.47M in Q1 2025.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.