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Three Seasons Wealth’s Chevron CVX Stock Holding History

Three Seasons 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 		$1.01M Buy
4,895
+153
+3% +$27.9K 0.39% 65
2025
Q4 		$723K Buy
4,742
+17
+0.4% +$2.59K 0.07% 75
2025
Q3 		$734K Sell
4,725
-120
-2% -$18.6K 0.07% 64
2025
Q2 		$694K Buy
4,845
+221
+5% +$31.2K 0.08% 44
2025
Q1 		$774K Buy
4,624
+89
+2% +$13.9K 0.38% 42
2024
Q4 		$657K Hold
4,535
– – 0.32% 60
2024
Q3 		$668K Buy
4,535
+2,700
+147% +$402K 0.35% 56
2024
Q2 		$287K Sell
1,835
-25
-1% -$3.99K 0.16% 74
2024
Q1 		$297K Hold
1,860
– – 0.21% 66
2023
Q4 		$277K Buy
1,860
+84
+5% +$12.7K 0.24% 69
2023
Q3 		$299K Buy
+1,776
New +$287K 0.3% 45

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

Three Seasons Wealth's CVX Position: Q1 2026 in Review

Three Seasons Wealth increased its Chevron (CVX) stake by 3.2% in Q1 2026, buying an estimated $27.9K and bringing the position to 4,895 shares worth $1.01M. The position accounts for 0.39% of the portfolio, ranked #65.

Three Seasons Wealth first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Three Seasons Wealth held 4,895 shares of Chevron worth $1.01M as of Q1 2026.
  • Three Seasons Wealth bought 153 Chevron shares in Q1 2026, an estimated $27.9K.
  • Chevron made up 0.39% of Three Seasons Wealth's portfolio in Q1 2026, its #65 holding.
  • Three Seasons Wealth first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.