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Wealth Advisory Solutions’s Chevron CVX Stock Holding History

Wealth Advisory Solutions’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 		$1.92M Sell
9,270
-407
-4% -$74.2K 0.43% 52
2025
Q4 		$1.47M Sell
9,677
-54
-0.6% -$8.22K 0.34% 62
2025
Q3 		$1.51M Buy
9,731
+17
+0.2% +$2.63K 0.37% 61
2025
Q2 		$1.39M Sell
9,714
-188
-2% -$26.5K 0.35% 64
2025
Q1 		$1.66M Sell
9,902
-22,132
-69% -$3.46M 0.44% 55
2024
Q4 		$4.64M Sell
32,034
-13,798
-30% -$2.11M 1.3% 20
2024
Q3 		$6.75M Sell
45,832
-5,513
-11% -$821K 1.86% 13
2024
Q2 		$8.03M Buy
51,345
+2,294
+5% +$366K 2.18% 12
2024
Q1 		$7.74M Buy
49,051
+2,836
+6% +$428K 2% 13
2023
Q4 		$6.89M Sell
46,215
-6,962
-13% -$1.05M 2.41% 14
2023
Q3 		$8.97M Sell
53,177
-1,302
-2% -$210K 1.76% 15
2023
Q2 		$8.57M Sell
54,479
-1,451
-3% -$233K 2.28% 13
2023
Q1 		$9.13M Sell
55,930
-15,246
-21% -$2.56M 2.43% 10
2022
Q4 		$12.8M Sell
71,176
-438
-0.6% -$76.4K 3.43% 4
2022
Q3 		$10.3M Buy
71,614
+18,570
+35% +$2.83M 2.84% 5
2022
Q2 		$7.68M Sell
53,044
-5,128
-9% -$848K 1.89% 13
2022
Q1 		$9.47M Buy
+58,172
New +$8.34M 1.97% 10
2021
Q3 		$5.83M Buy
57,476
+35,700
+164% +$3.56M 1.3% 18
2021
Q2 		$2.28M Buy
21,776
+1,195
+6% +$126K 0.54% 50
2021
Q1 		$767K Buy
20,581
+17,697
+614% +$1.73M 0.57% 38
2020
Q4 		$243K Sell
2,884
-1,029
-26% -$83.3K 0.07% 139
2020
Q3 		$281K Sell
3,913
-177
-4% -$14.9K 0.07% 151
2020
Q2 		$364K Buy
4,090
+316
+8% +$28.3K 0.1% 128
2020
Q1 		$273K Buy
+3,774
New +$373K 0.09% 136

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 Advisory Solutions's CVX Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Chevron (CVX) stake by 4.2% in Q1 2026, selling an estimated $74.2K and leaving 9,270 shares worth $1.92M. The position accounts for 0.43% of the portfolio, ranked #52.

Wealth Advisory Solutions first reported a position in CVX in Q1 2020 and has held it in 24 quarters since. The position peaked at $12.8M in Q4 2022. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealth Advisory Solutions held 9,270 shares of Chevron worth $1.92M as of Q1 2026.
  • Wealth Advisory Solutions sold 407 Chevron shares in Q1 2026, an estimated $74.2K.
  • Chevron made up 0.43% of Wealth Advisory Solutions's portfolio in Q1 2026, its #52 holding.
  • Wealth Advisory Solutions first reported a position in Chevron in Q1 2020 and has held it in 24 quarters since.
  • Wealth Advisory Solutions's Chevron position peaked at $12.8M in Q4 2022.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.