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Tradition Wealth Management’s Chevron CVX Stock Holding History

Tradition 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 		$2.18M Buy
10,560
+171
+2% +$31.2K 0.16% 135
2025
Q4 		$1.58M Sell
10,389
-168
-2% -$25.6K 0.11% 156
2025
Q3 		$1.64M Buy
10,557
+87
+0.8% +$13.5K 0.12% 151
2025
Q2 		$1.5M Buy
10,470
+1,242
+13% +$175K 0.12% 149
2025
Q1 		$1.54M Buy
9,228
+342
+4% +$53.5K 0.14% 140
2024
Q4 		$1.29M Sell
8,886
-298
-3% -$45.6K 0.11% 145
2024
Q3 		$1.35M Sell
9,184
-367
-4% -$54.6K 0.12% 145
2024
Q2 		$1.49M Buy
9,551
+473
+5% +$75.4K 0.14% 123
2024
Q1 		$1.43M Buy
9,078
+39
+0.4% +$5.88K 0.15% 122
2023
Q4 		$1.35M Sell
9,039
-239
-3% -$36.1K 0.14% 116
2023
Q3 		$1.56M Sell
9,278
-117
-1% -$18.9K 0.19% 95
2023
Q2 		$1.48M Sell
9,395
-55
-0.6% -$8.82K 0.17% 100
2023
Q1 		$1.54M Buy
9,450
+420
+5% +$70.4K 0.19% 94
2022
Q4 		$1.62M Sell
9,030
-453
-5% -$79.1K 0.23% 78
2022
Q3 		$1.36M Buy
9,483
+370
+4% +$56.4K 0.2% 87
2022
Q2 		$1.32M Sell
9,113
-537
-6% -$88.8K 0.19% 91
2022
Q1 		$1.57M Buy
9,650
+2,100
+28% +$301K 0.2% 102
2021
Q4 		$886K Buy
7,550
+4,409
+140% +$501K 0.11% 137
2021
Q3 		$319K Buy
3,141
+284
+10% +$28.3K 0.05% 217
2021
Q2 		$299K Buy
2,857
+324
+13% +$34.2K 0.04% 235
2021
Q1 		$265K Sell
2,533
-144
-5% -$14.1K 0.05% 219
2020
Q4 		$226K Buy
+2,677
New +$217K 0.04% 220

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

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

Tradition Wealth Management increased its Chevron (CVX) stake by 1.6% in Q1 2026, buying an estimated $31.2K and bringing the position to 10,560 shares worth $2.18M. The position accounts for 0.16% of the portfolio, ranked #135.

Tradition Wealth Management first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Tradition Wealth Management held 10,560 shares of Chevron worth $2.18M as of Q1 2026.
  • Tradition Wealth Management bought 171 Chevron shares in Q1 2026, an estimated $31.2K.
  • Chevron made up 0.16% of Tradition Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Tradition Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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