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Wealth Preservation Advisors’s Chevron CVX Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-366
Closed -$55.8K – 1061
2025
Q4 		$55.8K Buy
366
+11
+3% +$1.68K 0.03% 192
2025
Q3 		$55.1K Sell
355
-100
-22% -$15.5K 0.03% 180
2025
Q2 		$65.2K Sell
455
-34
-7% -$4.79K 0.04% 169
2025
Q1 		$81.8K Buy
+489
New +$76.5K 0.06% 135

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 Preservation Advisors's CVX Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 366 shares — an estimated $55.8K sold.

Wealth Preservation Advisors first reported a position in CVX in Q1 2025 and held it in 4 quarters. The position peaked at $81.8K in Q1 2025. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 366 Chevron shares in Q1 2026, an estimated $55.8K.
  • Wealth Preservation Advisors first reported a position in Chevron in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Chevron position peaked at $81.8K in Q1 2025.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.