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UP Strategic Wealth Investment Advisors’s Chevron CVX Stock Holding History

UP Strategic Wealth Investment 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 		$446K Buy
2,444
+101
+4% +$18.4K 0.28% 57
2025
Q4 		$424K Buy
2,343
+1
+0% +$152 0.31% 55
2025
Q3 		$356K Buy
2,342
+557
+31% +$86.3K 0.27% 58
2025
Q2 		$256K Sell
1,785
-518
-22% -$73K 0.2% 75
2025
Q1 		$385K Sell
2,303
-79
-3% -$12.4K 0.34% 52
2024
Q4 		$345K Buy
2,382
+925
+63% +$142K 0.35% 48
2024
Q3 		$215K Buy
+1,457
New +$217K 0.24% 74

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

UP Strategic Wealth Investment Advisors's CVX Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Chevron (CVX) stake by 4.3% in Q1 2026, buying an estimated $18.4K and bringing the position to 2,444 shares worth $446K. The position accounts for 0.28% of the portfolio, ranked #57.

UP Strategic Wealth Investment Advisors first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 2,444 shares of Chevron worth $446K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 101 Chevron shares in Q1 2026, an estimated $18.4K.
  • Chevron made up 0.28% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.