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Triton Wealth Management’s Chevron CVX Stock Holding History

Triton 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 		$559K Buy
2,835
+2
+0.1% +$365 0.21% 55
2025
Q4 		$499K Sell
2,833
-4
-0.1% -$609 0.19% 62
2025
Q3 		$449K Sell
2,837
-2
-0.1% -$310 0.17% 66
2025
Q2 		$442K Buy
+2,839
New +$400K 0.19% 65
2024
Q4 		$461K Buy
2,913
+578
+25% +$88.5K 0.24% 45
2024
Q3 		$348K Buy
2,335
+1
+0% +$149 0.2% 54
2024
Q2 		$360K Buy
2,334
+1
+0% +$159 0.21% 50
2024
Q1 		$379K Buy
2,333
+856
+58% +$129K 0.26% 42
2023
Q4 		$223K Buy
1,477
+1
+0.1% +$151 0.15% 65
2023
Q3 		$217K Sell
1,476
-264
-15% -$42.6K 0.15% 66
2023
Q2 		$276K Buy
1,740
+3
+0.2% +$481 0.16% 66
2023
Q1 		$272K Sell
1,737
-57
-3% -$9.56K 0.17% 59
2022
Q4 		$324K Buy
1,794
+2
+0.1% +$349 0.2% 55
2022
Q3 		$282K Sell
1,792
-22
-1% -$3.35K 0.17% 56
2022
Q2 		$290K Sell
1,814
-46
-2% -$7.6K 0.2% 60
2022
Q1 		$248K Hold
1,860
– – 0.13% 77
2021
Q4 		$248K Sell
1,860
-23
-1% -$2.61K 0.13% 77
2021
Q3 		$206K Buy
+1,883
New +$188K 0.1% 102

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

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

Triton Wealth Management increased its Chevron (CVX) stake by 0.07% in Q1 2026, buying an estimated $365 and bringing the position to 2,835 shares worth $559K. The position accounts for 0.21% of the portfolio, ranked #55.

Triton Wealth Management first reported a position in CVX in Q3 2021 and has held it in 18 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Triton Wealth Management held 2,835 shares of Chevron worth $559K as of Q1 2026.
  • Triton Wealth Management bought 2 Chevron shares in Q1 2026, an estimated $365.
  • Chevron made up 0.21% of Triton Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Triton Wealth Management first reported a position in Chevron in Q3 2021 and has held it in 18 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.