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Watershed Private Wealth’s Chevron CVX Stock Holding History

Watershed Private Wealth’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
-2,018
Closed -$307K – 114
2025
Q4 		$307K Hold
2,018
– – 0.09% 101
2025
Q3 		$313K Hold
2,018
– – 0.1% 91
2025
Q2 		$289K Hold
2,018
– – 0.11% 88
2025
Q1 		$338K Hold
2,018
– – 0.13% 85
2024
Q4 		$292K Buy
2,018
+1
+0% +$153 0.11% 92
2024
Q3 		$297K Sell
2,017
-1
-0% -$149 0.12% 88
2024
Q2 		$316K Hold
2,018
– – 0.13% 89
2024
Q1 		$318K Buy
2,018
+176
+10% +$26.6K 0.14% 91
2023
Q4 		$275K Sell
1,842
-325
-15% -$49.2K 0.15% 86
2023
Q3 		$365K Buy
2,167
+2
+0.1% +$323 0.23% 71
2023
Q2 		$341K Buy
2,165
+2
+0.1% +$321 0.21% 69
2023
Q1 		$353K Buy
2,163
+1
+0% +$168 0.24% 66
2022
Q4 		$388K Buy
+2,162
New +$377K 0.29% 60

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Watershed Private Wealth's CVX Position: Q1 2026 in Review

Watershed Private Wealth sold out of Chevron (CVX) in Q1 2026, closing a stake of 2,018 shares — an estimated $307K sold.

Watershed Private Wealth first reported a position in CVX in Q4 2022 and held it in 13 quarters. The position peaked at $388K in Q4 2022. 4,291 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Watershed Private Wealth reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Watershed Private Wealth sold 2,018 Chevron shares in Q1 2026, an estimated $307K.
  • Watershed Private Wealth first reported a position in Chevron in Q4 2022 and held it in 13 quarters.
  • Watershed Private Wealth's Chevron position peaked at $388K in Q4 2022.
  • 4,291 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Watershed Private Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.