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Vance Wealth’s Chevron CVX Stock Holding History

Vance Wealth’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 		$688K Buy
3,326
+101
+3% +$18.4K 0.2% 59
2025
Q4 		$492K Sell
3,225
-404
-11% -$61.5K 0.15% 70
2025
Q3 		$564K Buy
3,629
+46
+1% +$7.12K 0.17% 65
2025
Q2 		$513K Buy
3,583
+194
+6% +$27.3K 0.17% 67
2025
Q1 		$567K Buy
3,389
+168
+5% +$26.3K 0.21% 58
2024
Q4 		$467K Sell
3,221
-572
-15% -$87.6K 0.18% 61
2024
Q3 		$559K Buy
3,793
+29
+0.8% +$4.32K 0.21% 57
2024
Q2 		$589K Sell
3,764
-60
-2% -$9.57K 0.24% 51
2024
Q1 		$603K Buy
3,824
+68
+2% +$10.3K 0.24% 48
2023
Q4 		$560K Sell
3,756
-1,127
-23% -$170K 0.24% 46
2023
Q3 		$823K Buy
4,883
+1,555
+47% +$251K 0.39% 39
2023
Q2 		$524K Buy
3,328
+164
+5% +$26.3K 0.24% 45
2023
Q1 		$516K Buy
3,164
+558
+21% +$93.6K 0.28% 42
2022
Q4 		$468K Buy
2,606
+1
+0% +$175 0.29% 41
2022
Q3 		$374K Buy
2,605
+104
+4% +$15.9K 0.29% 43
2022
Q2 		$362K Sell
2,501
-189
-7% -$31.2K 0.28% 43
2022
Q1 		$438K Buy
2,690
+2
+0.1% +$287 0.55% 31
2021
Q4 		$315K Buy
+2,688
New +$305K 0.31% 40

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

Vance Wealth's CVX Position: Q1 2026 in Review

Vance Wealth increased its Chevron (CVX) stake by 3.1% in Q1 2026, buying an estimated $18.4K and bringing the position to 3,326 shares worth $688K. The position accounts for 0.2% of the portfolio, ranked #59.

Vance Wealth first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $823K in Q3 2023. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Vance Wealth held 3,326 shares of Chevron worth $688K as of Q1 2026.
  • Vance Wealth bought 101 Chevron shares in Q1 2026, an estimated $18.4K.
  • Chevron made up 0.2% of Vance Wealth's portfolio in Q1 2026, its #59 holding.
  • Vance Wealth first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • Vance Wealth's Chevron position peaked at $823K in Q3 2023.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.