ViaWealth’s Chevron CVX Stock Holding History

ViaWealth’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	$1.06M	Buy	5,111 +25	+0.5%	+$4.56K	0.59%	46
2025 Q4	$775K	Sell	5,086 -248	-5%	-$37.8K	0.44%	66
2025 Q3	$828K	Sell	5,334 -395	-7%	-$61.2K	0.45%	66
2025 Q2	$820K	Sell	5,729 -308	-5%	-$43.4K	0.49%	62
2025 Q1	$1.01M	Sell	6,037 -64	-1%	-$10K	0.62%	44
2024 Q4	$884K	Sell	6,101 -362	-6%	-$55.4K	0.53%	55
2024 Q3	$952K	Buy	6,463 +2	+0%	+$298	0.55%	57
2024 Q2	$1.01M	Buy	6,461 +2	+0%	+$319	0.63%	46
2024 Q1	$1.02M	Buy	6,459 +2	+0%	+$302	0.64%	43
2023 Q4	$963K	Buy	6,457 +2	+0%	+$302	0.66%	40
2023 Q3	$1.09M	Hold	6,455	–	–	0.8%	32
2023 Q2	$1.02M	Sell	6,455 -120	-2%	-$19.2K	0.76%	35
2023 Q1	$1.07M	Sell	6,575 -25	-0.4%	-$4.19K	0.85%	30
2022 Q4	$1.16M	Buy	+6,600	New	+$1.15M	0.95%	27

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 $295B AUM 31.6% 1-Year Est. Return

ViaWealth's CVX Position: Q1 2026 in Review

ViaWealth increased its Chevron (CVX) stake by 0.49% in Q1 2026, buying an estimated $4.56K and bringing the position to 5,111 shares worth $1.06M. The position accounts for 0.59% of the portfolio, ranked #46.

ViaWealth first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

ViaWealth held 5,111 shares of Chevron worth $1.06M as of Q1 2026.
ViaWealth bought 25 Chevron shares in Q1 2026, an estimated $4.56K.
Chevron made up 0.59% of ViaWealth's portfolio in Q1 2026, its #46 holding.
ViaWealth first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Chevron position peaked at $1.16M in Q4 2022.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.