U.S. Capital Wealth Advisors’s Chevron CVX Stock Holding History

U.S. Capital Wealth 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	$43.2M	Sell	208,655 -4,659	-2%	-$850K	1.09%	12
2025 Q4	$32.5M	Buy	213,314 +1,005	+0.5%	+$153K	0.85%	16
2025 Q3	$33M	Buy	212,309 +905	+0.4%	+$140K	0.89%	14
2025 Q2	$30.3M	Buy	211,404 +11,777	+6%	+$1.66M	0.88%	16
2025 Q1	$33.4M	Buy	199,627 +21,932	+12%	+$3.43M	1.02%	13
2024 Q4	$25.7M	Sell	177,695 -1,396	-0.8%	-$214K	0.8%	15
2024 Q3	$26.4M	Sell	179,091 -13,384	-7%	-$1.99M	0.93%	14
2024 Q2	$30.1M	Sell	192,475 -3,273	-2%	-$522K	1.14%	12
2024 Q1	$30.9M	Sell	195,748 -204	-0.1%	-$30.8K	1.19%	11
2023 Q4	$29.2M	Buy	195,952 +5,005	+3%	+$757K	1.16%	11
2023 Q3	$32.2M	Buy	190,947 +3,840	+2%	+$620K	1.45%	8
2023 Q2	$29.4M	Buy	187,107 +12,259	+7%	+$1.97M	1.4%	8
2023 Q1	$28.5M	Buy	174,848 +2,670	+2%	+$448K	1.32%	9
2022 Q4	$30.9M	Sell	172,178 -2,514	-1%	-$439K	1.43%	9
2022 Q3	$25.1M	Buy	174,692 +666	+0.4%	+$102K	1.27%	10
2022 Q2	$25.2M	Buy	174,026 +5,357	+3%	+$886K	1.11%	11
2022 Q1	$27.5M	Sell	168,669 -25,104	-13%	-$3.6M	1%	14
2021 Q4	$22.7M	Sell	193,773 -10,695	-5%	-$1.21M	0.9%	16
2021 Q3	$20.6M	Buy	+204,468	New	+$20.4M	0.89%	16

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

U.S. Capital Wealth Advisors's CVX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Chevron (CVX) stake by 2.2% in Q1 2026, selling an estimated $850K and leaving 208,655 shares worth $43.2M. The position accounts for 1.09% of the portfolio, ranked #12.

U.S. Capital Wealth Advisors first reported a position in CVX in Q3 2021 and has held it in 19 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

U.S. Capital Wealth Advisors held 208,655 shares of Chevron worth $43.2M as of Q1 2026.
U.S. Capital Wealth Advisors sold 4,659 Chevron shares in Q1 2026, an estimated $850K.
Chevron made up 1.09% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #12 holding.
U.S. Capital Wealth Advisors first reported a position in Chevron in Q3 2021 and has held it in 19 quarters since.
4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.