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Wahed Invest’s Chevron CVX Stock Holding History

Wahed Invest’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 		$9.62M Sell
46,516
-2,804
-6% -$511K 1.25% 13
2025
Q4 		$7.52M Sell
49,320
-3,199
-6% -$487K 0.99% 15
2025
Q3 		$8.16M Buy
52,519
+8,178
+18% +$1.27M 1.11% 11
2025
Q2 		$6.35M Buy
44,341
+2,045
+5% +$288K 0.97% 14
2025
Q1 		$7.08M Sell
42,296
-772
-2% -$121K 1.22% 12
2024
Q4 		$6.24M Buy
43,068
+1,565
+4% +$240K 1.04% 13
2024
Q3 		$6.11M Buy
41,503
+2,567
+7% +$382K 1.09% 15
2024
Q2 		$6.09M Buy
38,936
+5,263
+16% +$839K 1.22% 12
2024
Q1 		$5.31M Buy
33,673
+4,275
+15% +$645K 1.21% 15
2023
Q4 		$4.39M Buy
29,398
+1,689
+6% +$255K 1.23% 13
2023
Q3 		$4.67M Buy
27,709
+2,774
+11% +$448K 1.52% 12
2023
Q2 		$3.92M Buy
24,935
+123
+0.5% +$19.7K 1.38% 12
2023
Q1 		$4.05M Sell
24,812
-175
-0.7% -$29.3K 1.75% 10
2022
Q4 		$4.48M Buy
24,987
+2,475
+11% +$432K 2.33% 6
2022
Q3 		$3.23M Buy
22,512
+1,573
+8% +$240K 1.97% 8
2022
Q2 		$3.03M Sell
20,939
-1,845
-8% -$305K 1.87% 9
2022
Q1 		$3.71M Sell
22,784
-337
-1% -$48.3K 2.18% 6
2021
Q4 		$2.71M Buy
+23,121
New +$2.63M 1.51% 13

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

Wahed Invest's CVX Position: Q1 2026 in Review

Wahed Invest reduced its Chevron (CVX) stake by 5.7% in Q1 2026, selling an estimated $511K and leaving 46,516 shares worth $9.62M. The position accounts for 1.25% of the portfolio, ranked #13.

Wahed Invest first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wahed Invest held 46,516 shares of Chevron worth $9.62M as of Q1 2026.
  • Wahed Invest sold 2,804 Chevron shares in Q1 2026, an estimated $511K.
  • Chevron made up 1.25% of Wahed Invest's portfolio in Q1 2026, its #13 holding.
  • Wahed Invest first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.