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Wealth Management Associates’s Chevron CVX Stock Holding History

Wealth Management Associates’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 		$1.63M Sell
7,863
-18
-0.2% -$3.28K 0.56% 41
2025
Q4 		$1.2M Buy
7,881
+1
+0% +$152 0.42% 54
2025
Q3 		$1.22M Buy
7,880
+547
+7% +$84.7K 0.43% 52
2025
Q2 		$1.05M Buy
7,333
+1
+0% +$141 0.41% 55
2025
Q1 		$1.23M Sell
7,332
-524
-7% -$82K 0.53% 43
2024
Q4 		$1.14M Sell
7,856
-30
-0.4% -$4.59K 0.49% 44
2024
Q3 		$1.16M Buy
7,886
+286
+4% +$42.6K 0.51% 43
2024
Q2 		$1.19M Hold
7,600
– – 0.56% 40
2024
Q1 		$1.19M Sell
7,600
-1,107
-13% -$167K 0.56% 40
2023
Q4 		$1.3M Sell
8,707
-1,379
-14% -$209K 0.69% 35
2023
Q3 		$1.7M Sell
10,086
-334
-3% -$53.9K 0.99% 22
2023
Q2 		$1.64M Sell
10,420
-125
-1% -$20K 0.93% 24
2023
Q1 		$1.72M Buy
10,545
+40
+0.4% +$6.71K 1.06% 21
2022
Q4 		$1.89M Buy
10,505
+1,530
+17% +$267K 1.26% 18
2022
Q3 		$1.29M Buy
8,975
+1,479
+20% +$226K 0.91% 23
2022
Q2 		$1.09M Buy
7,496
+790
+12% +$131K 0.74% 32
2022
Q1 		$1.09M Buy
6,706
+323
+5% +$46.3K 0.62% 34
2021
Q4 		$749K Buy
6,383
+440
+7% +$50K 0.4% 62
2021
Q3 		$603K Buy
5,943
+1
+0% +$100 0.35% 72
2021
Q2 		$622K Sell
5,942
-217
-4% -$22.9K 0.35% 65
2021
Q1 		$645K Buy
6,159
+681
+12% +$66.5K 0.41% 60
2020
Q4 		$463K Sell
5,478
-156
-3% -$12.6K 0.3% 85
2020
Q3 		$406K Sell
5,634
-7
-0.1% -$589 0.31% 75
2020
Q2 		$503K Buy
5,641
+216
+4% +$19.3K 0.42% 58
2020
Q1 		$393K Buy
5,425
+226
+4% +$22.3K 0.4% 61
2019
Q4 		$627K Hold
5,199
– – 0.45% 54
2019
Q3 		$617K Buy
5,199
+1,360
+35% +$165K 0.5% 48
2019
Q2 		$478K Buy
3,839
+300
+8% +$36.3K 0.48% 49
2019
Q1 		$436K Sell
3,539
-14
-0.4% -$1.66K 0.48% 54
2018
Q4 		$387K Buy
+3,553
New +$412K 0.52% 48

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 Management Associates's CVX Position: Q1 2026 in Review

Wealth Management Associates reduced its Chevron (CVX) stake by 0.23% in Q1 2026, selling an estimated $3.28K and leaving 7,863 shares worth $1.63M. The position accounts for 0.56% of the portfolio, ranked #41.

Wealth Management Associates first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.89M in Q4 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealth Management Associates held 7,863 shares of Chevron worth $1.63M as of Q1 2026.
  • Wealth Management Associates sold 18 Chevron shares in Q1 2026, an estimated $3.28K.
  • Chevron made up 0.56% of Wealth Management Associates's portfolio in Q1 2026, its #41 holding.
  • Wealth Management Associates first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's Chevron position peaked at $1.89M in Q4 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.