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Vermillion & White Wealth Management Group’s Chevron CVX Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-655
Closed -$38.9K – 175
2025
Q4 		$38.9K Hold
655
– – 0.02% 178
2025
Q3 		$102K Buy
655
+400
+157% +$61.9K 0.06% 98
2025
Q2 		$36.5K Buy
255
+118
+86% +$16.6K 0.02% 168
2025
Q1 		$22.9K Buy
137
+107
+357% +$16.8K 0.02% 183
2024
Q4 		$4.34K Hold
30
– – ﹤0.01% 287
2024
Q3 		$4.42K Hold
30
– – ﹤0.01% 265
2024
Q2 		$4.69K Hold
30
– – ﹤0.01% 271
2024
Q1 		$4.73K Hold
30
– – ﹤0.01% 254
2023
Q4 		$4.47K Buy
+30
New +$4.54K ﹤0.01% 219

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

Vermillion & White Wealth Management Group's CVX Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Chevron (CVX) in Q1 2026, closing a stake of 655 shares — an estimated $38.9K sold.

Vermillion & White Wealth Management Group first reported a position in CVX in Q4 2023 and held it in 9 quarters. The position peaked at $102K in Q3 2025. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 655 Chevron shares in Q1 2026, an estimated $38.9K.
  • Vermillion & White Wealth Management Group first reported a position in Chevron in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's Chevron position peaked at $102K in Q3 2025.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.