WAOTB
CVX icon

Wealth Advisors of Tampa Bay’s Chevron CVX Stock Holding History

Wealth Advisors of Tampa Bay’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 		$5.96M Buy
28,808
+1,512
+6% +$276K 1.97% 17
2025
Q4 		$4.16M Buy
27,296
+655
+2% +$99.8K 1.44% 27
2025
Q3 		$4.14M Sell
26,641
-65
-0.2% -$10.1K 1.38% 32
2025
Q2 		$3.82M Buy
26,706
+3,885
+17% +$548K 1.44% 29
2025
Q1 		$3.82M Buy
22,821
+3,186
+16% +$499K 1.55% 29
2024
Q4 		$2.84M Buy
19,635
+4,533
+30% +$694K 1.22% 31
2024
Q3 		$2.22M Buy
+15,102
New +$2.25M 0.93% 41

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 $336B AUM 34.66% 1-Year Est. Return

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

Wealth Advisors of Tampa Bay increased its Chevron (CVX) stake by 5.5% in Q1 2026, buying an estimated $276K and bringing the position to 28,808 shares worth $5.96M. The position accounts for 1.97% of the portfolio, ranked #17.

Wealth Advisors of Tampa Bay first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 28,808 shares of Chevron worth $5.96M as of Q1 2026.
  • Wealth Advisors of Tampa Bay bought 1,512 Chevron shares in Q1 2026, an estimated $276K.
  • Chevron made up 1.97% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #17 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.