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Wallace Advisory Group’s Chevron CVX Stock Holding History

Wallace Advisory 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 		$8.67M Sell
41,887
-280
-0.7% -$51.1K 9.26% 2
2025
Q4 		$6.43M Sell
42,167
-2,123
-5% -$323K 6.74% 2
2025
Q3 		$6.34M Sell
44,290
-684
-2% -$106K 5.1% 2
2025
Q2 		$7.52M Buy
44,974
+481
+1% +$67.8K 5.46% 2
2025
Q1 		$6.44M Sell
44,493
-56
-0.1% -$8.77K 4.46% 2
2024
Q4 		$6.56M Buy
44,549
+310
+0.7% +$47.5K 4.53% 2
2024
Q3 		$6.92M Sell
44,239
-84
-0.2% -$12.5K 5.06% 2
2024
Q2 		$6.93M Buy
44,323
+808
+2% +$129K 4.99% 2
2024
Q1 		$6.49M Buy
43,515
+1,174
+3% +$177K 4.88% 2
2023
Q4 		$7.14M Sell
42,341
-33
-0.1% -$4.99K 5.59% 2
2023
Q3 		$6.67M Buy
42,374
+43
+0.1% +$6.95K 4.79% 3
2023
Q2 		$6.91M Hold
42,331
– – 5.25% 2
2023
Q1 		$6.91M Sell
42,331
-114
-0.3% -$19.1K 5.25% 2
2022
Q4 		$7.62M Buy
+42,445
New +$7.41M 6.01% 3

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

Wallace Advisory Group's CVX Position: Q1 2026 in Review

Wallace Advisory Group reduced its Chevron (CVX) stake by 0.66% in Q1 2026, selling an estimated $51.1K and leaving 41,887 shares worth $8.67M. The position accounts for 9.26% of the portfolio, ranked #2.

Wallace Advisory Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wallace Advisory Group held 41,887 shares of Chevron worth $8.67M as of Q1 2026.
  • Wallace Advisory Group sold 280 Chevron shares in Q1 2026, an estimated $51.1K.
  • Chevron made up 9.26% of Wallace Advisory Group's portfolio in Q1 2026, its #2 holding.
  • Wallace Advisory Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.