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Wealth Advisors of Iowa’s Chevron CVX Stock Holding History

Wealth Advisors of Iowa’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 		$291K Buy
1,408
+22
+2% +$4.01K 0.09% 73
2025
Q4 		$211K Hold
1,386
– – 0.07% 79
2025
Q3 		$215K Buy
+1,386
New +$215K 0.07% 79
2025
Q2 		– Sell
-1,547
Closed -$259K – 78
2025
Q1 		$259K Buy
1,547
+47
+3% +$7.36K 0.11% 59
2024
Q4 		$217K Buy
1,500
+41
+3% +$6.28K 0.11% 59
2024
Q3 		$215K Sell
1,459
-642
-31% -$95.6K 0.11% 66
2024
Q2 		$329K Buy
2,101
+10
+0.5% +$1.59K 0.18% 30
2024
Q1 		$330K Buy
2,091
+105
+5% +$15.8K 0.2% 42
2023
Q4 		$296K Buy
1,986
+110
+6% +$16.6K 0.2% 44
2023
Q3 		$316K Buy
1,876
+99
+6% +$16K 0.22% 42
2023
Q2 		$280K Buy
1,777
+9
+0.5% +$1.44K 0.2% 48
2023
Q1 		$289K Sell
1,768
-38
-2% -$6.37K 0.23% 45
2022
Q4 		$324K Sell
1,806
-103
-5% -$18K 0.26% 43
2022
Q3 		$275K Buy
1,909
+346
+22% +$52.8K 0.26% 42
2022
Q2 		$254K Hold
1,563
– – 0.04% 62
2022
Q1 		$254K Buy
+1,563
New +$224K 0.13% 49

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

Wealth Advisors of Iowa's CVX Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its Chevron (CVX) stake by 1.6% in Q1 2026, buying an estimated $4.01K and bringing the position to 1,408 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #73.

Wealth Advisors of Iowa first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $330K in Q1 2024. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealth Advisors of Iowa held 1,408 shares of Chevron worth $291K as of Q1 2026.
  • Wealth Advisors of Iowa bought 22 Chevron shares in Q1 2026, an estimated $4.01K.
  • Chevron made up 0.09% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #73 holding.
  • Wealth Advisors of Iowa first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • Wealth Advisors of Iowa's Chevron position peaked at $330K in Q1 2024.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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