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TruWealth Advisors’s Chevron CVX Stock Holding History

TruWealth Advisors’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 		$5.48M Sell
26,462
-334
-1% -$60.9K 0.26% 63
2025
Q4 		$4.08M Sell
26,796
-822
-3% -$125K 0.2% 70
2025
Q3 		$4.29M Sell
27,618
-369
-1% -$57.1K 0.22% 65
2025
Q2 		$4.01M Sell
27,987
-84,968
-75% -$12M 0.22% 65
2025
Q1 		$18.9M Buy
112,955
+3,378
+3% +$529K 1.14% 30
2024
Q4 		$15.9M Buy
109,577
+2,030
+2% +$311K 0.96% 34
2024
Q3 		$15.8M Sell
107,547
-390
-0.4% -$58K 0.97% 31
2024
Q2 		$16.9M Buy
107,937
+4,669
+5% +$745K 1.12% 29
2024
Q1 		$16.3M Sell
103,268
-53,962
-34% -$8.14M 1.14% 27
2023
Q4 		$23.5M Buy
157,230
+14,403
+10% +$2.18M 1.79% 18
2023
Q3 		$24.1M Sell
142,827
-710
-0.5% -$115K 2.07% 17
2023
Q2 		$22.6M Sell
143,537
-1,423
-1% -$228K 1.94% 18
2023
Q1 		$23.7M Buy
144,960
+2,134
+1% +$358K 2.17% 13
2022
Q4 		$25.6M Sell
142,826
-547
-0.4% -$95.5K 2.5% 8
2022
Q3 		$20.6M Buy
143,373
+6,460
+5% +$985K 2.18% 10
2022
Q2 		$19.8M Sell
136,913
-39,476
-22% -$6.53M 2.12% 11
2022
Q1 		$28.7M Buy
176,389
+1,007
+0.6% +$144K 2.99% 7
2021
Q4 		$20.6M Buy
175,382
+4,697
+3% +$534K 2.08% 12
2021
Q3 		$17.3M Buy
170,685
+12,734
+8% +$1.27M 1.93% 11
2021
Q2 		$16.5M Buy
157,951
+2,005
+1% +$212K 1.94% 12
2021
Q1 		$16.3M Buy
155,946
+4,598
+3% +$449K 2.22% 10
2020
Q4 		$12.8M Buy
+151,348
New +$12.3M 1.91% 14

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

TruWealth Advisors's CVX Position: Q1 2026 in Review

TruWealth Advisors reduced its Chevron (CVX) stake by 1.2% in Q1 2026, selling an estimated $60.9K and leaving 26,462 shares worth $5.48M. The position accounts for 0.26% of the portfolio, ranked #63.

TruWealth Advisors first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $28.7M in Q1 2022. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • TruWealth Advisors held 26,462 shares of Chevron worth $5.48M as of Q1 2026.
  • TruWealth Advisors sold 334 Chevron shares in Q1 2026, an estimated $60.9K.
  • Chevron made up 0.26% of TruWealth Advisors's portfolio in Q1 2026, its #63 holding.
  • TruWealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Chevron position peaked at $28.7M in Q1 2022.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.