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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
2023
Q3 		– Sell
-15,000
Closed -$1.65K – 645
2023
Q2 		$1.65K Buy
+15,000
New +$2.4M ﹤0.01% 659

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

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.