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Visionary Wealth Advisors’s Chevron CVX Stock Holding History

Visionary 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
2026
Q1 		$16.4M Sell
79,304
-400
-0.5% -$72.9K 0.73% 35
2025
Q4 		$12.1M Buy
79,704
+1,009
+1% +$154K 0.55% 44
2025
Q3 		$12.2M Sell
78,695
-292
-0.4% -$45.2K 0.57% 43
2025
Q2 		$11.3M Buy
78,987
+3,043
+4% +$429K 0.58% 41
2025
Q1 		$12.7M Sell
75,944
-1,237
-2% -$194K 0.76% 30
2024
Q4 		$11.2M Buy
77,181
+125
+0.2% +$19.1K 0.66% 37
2024
Q3 		$11.3M Buy
77,056
+5,788
+8% +$862K 0.69% 31
2024
Q2 		$11.1M Buy
71,268
+1,361
+2% +$217K 0.73% 29
2024
Q1 		$11M Buy
69,907
+3,648
+6% +$550K 0.74% 27
2023
Q4 		$9.88M Buy
66,259
+1,996
+3% +$302K 0.73% 26
2023
Q3 		$10.8M Buy
64,263
+535
+0.8% +$86.4K 0.88% 22
2023
Q2 		$10M Buy
63,728
+603
+1% +$96.7K 0.8% 27
2023
Q1 		$10.3M Sell
63,125
-48
-0.1% -$8.05K 0.87% 26
2022
Q4 		$11.3M Buy
63,173
+1,233
+2% +$215K 1.05% 21
2022
Q3 		$8.9M Sell
61,940
-2,294
-4% -$350K 0.92% 28
2022
Q2 		$9.3M Buy
64,234
+3,134
+5% +$518K 0.83% 29
2022
Q1 		$9.95M Buy
61,100
+3,478
+6% +$499K 0.8% 29
2021
Q4 		$6.76M Buy
57,622
+4,057
+8% +$461K 0.55% 43
2021
Q3 		$5.43M Buy
53,565
+12,752
+31% +$1.27M 0.56% 44
2021
Q2 		$4.28M Sell
40,813
-251
-0.6% -$26.5K 0.43% 57
2021
Q1 		$4.3M Sell
41,064
-650
-2% -$63.5K 0.45% 58
2020
Q4 		$3.52M Buy
41,714
+2,961
+8% +$240K 0.4% 65
2020
Q3 		$2.79M Buy
38,753
+3,783
+11% +$318K 0.39% 69
2020
Q2 		$3.12M Buy
34,970
+1,723
+5% +$154K 0.48% 56
2020
Q1 		$2.41M Buy
33,247
+14,285
+75% +$1.41M 0.45% 70
2019
Q4 		$2.29M Buy
+18,962
New +$2.23M 0.41% 65

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

Visionary Wealth Advisors's CVX Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Chevron (CVX) stake by 0.5% in Q1 2026, selling an estimated $72.9K and leaving 79,304 shares worth $16.4M. The position accounts for 0.73% of the portfolio, ranked #35.

Visionary Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Visionary Wealth Advisors held 79,304 shares of Chevron worth $16.4M as of Q1 2026.
  • Visionary Wealth Advisors sold 400 Chevron shares in Q1 2026, an estimated $72.9K.
  • Chevron made up 0.73% of Visionary Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • Visionary Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.