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Wealth Alliance’s Chevron CVX Stock Holding History

Wealth Alliance’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 		$5.08M Buy
24,540
+1,620
+7% +$295K 0.5% 37
2025
Q4 		$3.49M Sell
22,920
-333
-1% -$50.7K 0.34% 54
2025
Q3 		$3.61M Buy
23,253
+423
+2% +$65.5K 0.37% 52
2025
Q2 		$3.27M Buy
22,830
+656
+3% +$92.5K 0.37% 54
2025
Q1 		$3.71M Buy
22,174
+3,223
+17% +$505K 0.45% 42
2024
Q4 		$2.74M Sell
18,951
-1,385
-7% -$212K 0.33% 58
2024
Q3 		$2.99M Sell
20,336
-1,473
-7% -$219K 0.36% 55
2024
Q2 		$3.41M Buy
21,809
+4,259
+24% +$679K 0.44% 37
2024
Q1 		$2.77M Buy
17,550
+1,386
+9% +$209K 0.36% 52
2023
Q4 		$2.41M Buy
16,164
+261
+2% +$39.5K 0.34% 53
2023
Q3 		$2.68M Buy
15,903
+2,740
+21% +$443K 0.42% 47
2023
Q2 		$2.07M Buy
13,163
+1,523
+13% +$244K 0.31% 57
2023
Q1 		$1.9M Buy
11,640
+223
+2% +$37.4K 0.31% 64
2022
Q4 		$2.05M Sell
11,417
-2,964
-21% -$517K 0.36% 53
2022
Q3 		$2.07M Buy
14,381
+201
+1% +$30.7K 0.41% 40
2022
Q2 		$2.05M Sell
14,180
-5,632
-28% -$931K 0.39% 50
2022
Q1 		$3.23M Sell
19,812
-4,239
-18% -$608K 0.66% 24
2021
Q4 		$2.82M Buy
24,051
+2,282
+10% +$259K 0.57% 28
2021
Q3 		$2.21M Sell
21,769
-193
-0.9% -$19.3K 0.5% 42
2021
Q2 		$2.3M Buy
21,962
+3,481
+19% +$367K 0.54% 37
2021
Q1 		$1.94M Sell
18,481
-139
-0.7% -$13.6K 0.54% 32
2020
Q4 		$1.57M Buy
18,620
+517
+3% +$41.9K 0.46% 45
2020
Q3 		$1.3M Sell
18,103
-54
-0.3% -$4.54K 0.47% 50
2020
Q2 		$1.62M Buy
18,157
+6,261
+53% +$561K 0.64% 31
2020
Q1 		$862K Sell
11,896
-3,927
-25% -$388K 0.46% 55
2019
Q4 		$1.91M Buy
+15,823
New +$1.86M 1.36% 23

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 Alliance's CVX Position: Q1 2026 in Review

Wealth Alliance increased its Chevron (CVX) stake by 7.1% in Q1 2026, buying an estimated $295K and bringing the position to 24,540 shares worth $5.08M. The position accounts for 0.5% of the portfolio, ranked #37.

Wealth Alliance first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealth Alliance held 24,540 shares of Chevron worth $5.08M as of Q1 2026.
  • Wealth Alliance bought 1,620 Chevron shares in Q1 2026, an estimated $295K.
  • Chevron made up 0.5% of Wealth Alliance's portfolio in Q1 2026, its #37 holding.
  • Wealth Alliance first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.