WE
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Wealth Effects’s Chevron CVX Stock Holding History

Wealth Effects’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 		$3.1M Sell
14,987
-342
-2% -$62.4K 1.1% 15
2025
Q4 		$2.34M Sell
15,329
-147
-0.9% -$22.4K 0.73% 23
2025
Q3 		$2.4M Buy
15,476
+159
+1% +$24.6K 0.77% 23
2025
Q2 		$2.19M Buy
15,317
+57
+0.4% +$8.04K 0.82% 24
2025
Q1 		$2.55M Sell
15,260
-55
-0.4% -$8.61K 1.07% 15
2024
Q4 		$2.22M Buy
15,315
+19
+0.1% +$2.91K 0.79% 24
2024
Q3 		$2.25M Sell
15,296
-244
-2% -$36.3K 0.79% 25
2024
Q2 		$2.43M Buy
15,540
+30
+0.2% +$4.78K 0.88% 15
2024
Q1 		$2.45M Sell
15,510
-1,485
-9% -$224K 0.9% 15
2023
Q4 		$2.54M Buy
16,995
+5,026
+42% +$760K 0.95% 16
2023
Q3 		$2.02M Sell
11,969
-33
-0.3% -$5.33K 1% 14
2023
Q2 		$1.89M Sell
12,002
-506
-4% -$81.1K 0.83% 17
2023
Q1 		$2.04M Sell
12,508
-1,381
-10% -$232K 1.05% 17
2022
Q4 		$2.49M Sell
13,889
-558
-4% -$97.4K 1.42% 12
2022
Q3 		$2.08M Sell
14,447
-1,780
-11% -$271K 1.27% 14
2022
Q2 		$2.35M Buy
16,227
+121
+0.8% +$20K 1.41% 13
2022
Q1 		$2.62M Buy
16,106
+82
+0.5% +$11.8K 1.22% 14
2021
Q4 		$1.88M Buy
+16,024
New +$1.82M 0.78% 24

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 Effects's CVX Position: Q1 2026 in Review

Wealth Effects reduced its Chevron (CVX) stake by 2.2% in Q1 2026, selling an estimated $62.4K and leaving 14,987 shares worth $3.1M. The position accounts for 1.1% of the portfolio, ranked #15.

Wealth Effects first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealth Effects held 14,987 shares of Chevron worth $3.1M as of Q1 2026.
  • Wealth Effects sold 342 Chevron shares in Q1 2026, an estimated $62.4K.
  • Chevron made up 1.1% of Wealth Effects's portfolio in Q1 2026, its #15 holding.
  • Wealth Effects first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.