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Triad Wealth Partners’s Chevron CVX Stock Holding History

Triad 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 		$5.49M Buy
26,521
+1,080
+4% +$197K 0.43% 52
2025
Q4 		$3.88M Buy
25,441
+1,066
+4% +$162K 0.37% 64
2025
Q3 		$3.79M Buy
24,375
+19,327
+383% +$2.99M 0.49% 48
2025
Q2 		$723K Buy
5,048
+770
+18% +$109K 0.15% 107
2025
Q1 		$716K Buy
4,278
+376
+10% +$58.9K 0.22% 78
2024
Q4 		$565K Buy
+3,902
New +$597K 0.2% 80
2024
Q3 		– Sell
-2,787
Closed -$436K – 238
2024
Q2 		$436K Buy
2,787
+479
+21% +$76.4K 0.23% 43
2024
Q1 		$364K Buy
+2,308
New +$348K 0.28% 34

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

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

Triad Wealth Partners increased its Chevron (CVX) stake by 4.2% in Q1 2026, buying an estimated $197K and bringing the position to 26,521 shares worth $5.49M. The position accounts for 0.43% of the portfolio, ranked #52.

Triad Wealth Partners first reported a position in CVX in Q1 2024 and has held it in 8 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Triad Wealth Partners held 26,521 shares of Chevron worth $5.49M as of Q1 2026.
  • Triad Wealth Partners bought 1,080 Chevron shares in Q1 2026, an estimated $197K.
  • Chevron made up 0.43% of Triad Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Triad Wealth Partners first reported a position in Chevron in Q1 2024 and has held it in 8 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.