WCG Wealth Advisors’s Chevron CVX Stock Holding History

WCG 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	$5.15M	Buy	24,911 +237	+1%	+$43.2K	0.14%	149
2025 Q4	$3.76M	Buy	24,674 +14,078	+133%	+$2.14M	0.11%	184
2025 Q3	$1.65M	Sell	10,596 -1,268	-11%	-$196K	0.1%	170
2025 Q2	$1.7M	Buy	+11,864	New	+$1.67M	0.11%	176
2024 Q4	–	Sell	-10,309	Closed	-$1.52M	–	299
2024 Q3	$1.52M	Buy	+10,309	New	+$1.53M	0.1%	181
2024 Q2	–	Sell	-20,027	Closed	-$3.16M	–	286
2024 Q1	$3.16M	Sell	20,027 -7,834	-28%	-$1.18M	0.26%	89
2023 Q4	$4.16M	Sell	27,861 -2,352	-8%	-$356K	0.31%	80
2023 Q3	$5.18M	Buy	30,213 +6,562	+28%	+$1.06M	0.38%	66
2023 Q2	$3.72M	Buy	23,651 +8,635	+58%	+$1.38M	0.43%	56
2023 Q1	$2.45M	Sell	15,016 -119	-0.8%	-$20K	0.31%	67
2022 Q4	$2.72M	Buy	15,135 +1,568	+12%	+$274K	0.37%	61
2022 Q3	$2.22M	Sell	13,567 -1,892	-12%	-$289K	0.29%	70
2022 Q2	$2.24M	Buy	+15,459	New	+$2.56M	0.31%	67

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

WCG Wealth Advisors increased its Chevron (CVX) stake by 0.96% in Q1 2026, buying an estimated $43.2K and bringing the position to 24,911 shares worth $5.15M. The position accounts for 0.14% of the portfolio, ranked #149.

WCG Wealth Advisors first reported a position in CVX in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.18M in Q3 2023. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

WCG Wealth Advisors held 24,911 shares of Chevron worth $5.15M as of Q1 2026.
WCG Wealth Advisors bought 237 Chevron shares in Q1 2026, an estimated $43.2K.
Chevron made up 0.14% of WCG Wealth Advisors's portfolio in Q1 2026, its #149 holding.
WCG Wealth Advisors first reported a position in Chevron in Q2 2022 and has held it in 13 quarters since.
WCG Wealth Advisors's Chevron position peaked at $5.18M in Q3 2023.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.