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Tower Wealth Partners’s Chevron CVX Stock Holding History

Tower 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 		$808K Buy
3,907
+624
+19% +$114K 0.45% 25
2025
Q4 		$500K Buy
3,283
+31
+1% +$4.72K 0.28% 43
2025
Q3 		$505K Buy
3,252
+300
+10% +$46.5K 0.28% 40
2025
Q2 		$423K Sell
2,952
-212
-7% -$29.9K 0.25% 46
2025
Q1 		$529K Buy
3,164
+94
+3% +$14.7K 0.28% 35
2024
Q4 		$445K Buy
3,070
+18
+0.6% +$2.75K 0.23% 39
2024
Q3 		$449K Buy
3,052
+109
+4% +$16.2K 0.26% 36
2024
Q2 		$460K Sell
2,943
-784
-21% -$125K 0.28% 33
2024
Q1 		$588K Buy
3,727
+126
+3% +$19K 0.38% 29
2023
Q4 		$537K Buy
3,601
+12
+0.3% +$1.81K 0.38% 30
2023
Q3 		$605K Buy
3,589
+26
+0.7% +$4.2K 0.5% 25
2023
Q2 		$561K Buy
3,563
+14
+0.4% +$2.25K 0.45% 29
2023
Q1 		$579K Buy
3,549
+25
+0.7% +$4.19K 0.48% 24
2022
Q4 		$633K Sell
3,524
-48
-1% -$8.38K 0.55% 24
2022
Q3 		$646K Buy
3,572
+17
+0.5% +$2.59K 0.61% 22
2022
Q2 		$515K Buy
3,555
+276
+8% +$45.6K 0.68% 24
2022
Q1 		$534K Sell
3,279
-961
-23% -$138K 0.58% 24
2021
Q4 		$498K Sell
4,240
-15
-0.4% -$1.7K 0.5% 25
2021
Q3 		$432K Buy
4,255
+150
+4% +$15K 0.46% 29
2021
Q2 		$430K Sell
4,105
-10
-0.2% -$1.06K 0.47% 30
2021
Q1 		$431K Buy
4,115
+320
+8% +$31.2K 0.56% 31
2020
Q4 		$320K Buy
+3,795
New +$307K 0.37% 30

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

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

Tower Wealth Partners increased its Chevron (CVX) stake by 19% in Q1 2026, buying an estimated $114K and bringing the position to 3,907 shares worth $808K. The position accounts for 0.45% of the portfolio, ranked #25.

Tower Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Tower Wealth Partners held 3,907 shares of Chevron worth $808K as of Q1 2026.
  • Tower Wealth Partners bought 624 Chevron shares in Q1 2026, an estimated $114K.
  • Chevron made up 0.45% of Tower Wealth Partners's portfolio in Q1 2026, its #25 holding.
  • Tower Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.