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WBI Investments’s Chevron CVX Stock Holding History

WBI Investments’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
-5,322
Closed -$811K – 317
2025
Q4 		$811K Sell
5,322
-122
-2% -$18.6K 0.21% 135
2025
Q3 		$845K Buy
5,444
+177
+3% +$27.4K 0.22% 129
2025
Q2 		$754K Buy
5,267
+210
+4% +$29.6K 0.2% 158
2025
Q1 		$846K Sell
5,057
-4,762
-48% -$745K 0.22% 110
2024
Q4 		$1.42M Buy
+9,819
New +$1.5M 0.36% 88
2024
Q1 		– Sell
-9,874
Closed -$1.47M – 204
2023
Q4 		$1.47M Buy
+9,874
New +$1.49M 0.3% 89
2023
Q1 		– Sell
-6,278
Closed -$1.13M – 193
2022
Q4 		$1.13M Buy
+6,278
New +$1.1M 0.24% 91
2022
Q3 		– Sell
-1,535
Closed -$222K – 118
2022
Q2 		$222K Sell
1,535
-57,659
-97% -$9.53M 0.05% 114
2022
Q1 		$9.42M Buy
59,194
+31,063
+110% +$4.45M 1.52% 11
2021
Q4 		$3.19M Buy
+28,131
New +$3.2M 0.51% 46
2020
Q2 		– Sell
-4,750
Closed -$344K – 110
2020
Q1 		$344K Buy
+4,750
New +$469K 0.07% 66
2019
Q3 		– Sell
-41,043
Closed -$5.11M – 222
2019
Q2 		$5.11M Sell
41,043
-65,033
-61% -$7.86M 0.45% 43
2019
Q1 		$13.1M Buy
+106,076
New +$12.5M 1% 21
2018
Q4 		– Sell
-24,868
Closed -$3.04M – 124
2018
Q3 		$3.04M Buy
+24,868
New +$3.02M 0.17% 101
2017
Q1 		– Sell
-1,906
Closed -$224K – 297
2016
Q4 		$224K Buy
+1,906
New +$208K 0.01% 275

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

WBI Investments's CVX Position: Q1 2026 in Review

WBI Investments sold out of Chevron (CVX) in Q1 2026, closing a stake of 5,322 shares — an estimated $811K sold.

WBI Investments first reported a position in CVX in Q4 2016 and held it in 15 quarters. The position peaked at $13.1M in Q1 2019. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • WBI Investments reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 5,322 Chevron shares in Q1 2026, an estimated $811K.
  • WBI Investments first reported a position in Chevron in Q4 2016 and held it in 15 quarters.
  • WBI Investments's Chevron position peaked at $13.1M in Q1 2019.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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