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Trajan Wealth’s Chevron CVX Stock Holding History

Trajan 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 		$7.37M Buy
35,628
+754
+2% +$137K 0.3% 68
2025
Q4 		$5.32M Buy
34,874
+778
+2% +$118K 0.22% 78
2025
Q3 		$5.29M Buy
34,096
+590
+2% +$91.4K 0.23% 76
2025
Q2 		$4.8M Buy
33,506
+863
+3% +$122K 0.23% 79
2025
Q1 		$5.46M Sell
32,643
-924
-3% -$145K 0.3% 62
2024
Q4 		$4.86M Buy
33,567
+2,372
+8% +$363K 0.27% 71
2024
Q3 		$4.59M Buy
31,195
+5,282
+20% +$786K 0.27% 82
2024
Q2 		$4.05M Sell
25,913
-65
-0.3% -$10.4K 0.26% 82
2024
Q1 		$4.1M Buy
+25,978
New +$3.92M 0.28% 85

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

Trajan Wealth's CVX Position: Q1 2026 in Review

Trajan Wealth increased its Chevron (CVX) stake by 2.2% in Q1 2026, buying an estimated $137K and bringing the position to 35,628 shares worth $7.37M. The position accounts for 0.3% of the portfolio, ranked #68.

Trajan Wealth first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Trajan Wealth held 35,628 shares of Chevron worth $7.37M as of Q1 2026.
  • Trajan Wealth bought 754 Chevron shares in Q1 2026, an estimated $137K.
  • Chevron made up 0.3% of Trajan Wealth's portfolio in Q1 2026, its #68 holding.
  • Trajan Wealth first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.