WQ
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Wealth Quarterback’s Chevron CVX Stock Holding History

Wealth Quarterback’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 		$1.56M Sell
7,527
-592
-7% -$108K 0.61% 37
2025
Q4 		$1.24M Sell
8,119
-483
-6% -$73.6K 0.45% 40
2025
Q3 		$1.34M Sell
8,602
-722
-8% -$112K 0.52% 40
2025
Q2 		$1.34M Buy
9,324
+1,503
+19% +$212K 0.63% 37
2025
Q1 		$1.31M Sell
7,821
-1,103
-12% -$173K 0.74% 28
2024
Q4 		$1.29M Buy
8,924
+139
+2% +$21.3K 0.61% 30
2024
Q3 		$1.29M Buy
8,785
+698
+9% +$104K 0.67% 31
2024
Q2 		$1.27M Sell
8,087
-59
-0.7% -$9.41K 0.72% 25
2024
Q1 		$1.28M Buy
8,146
+1,190
+17% +$180K 0.72% 24
2023
Q4 		$1.04M Buy
6,956
+335
+5% +$50.7K 0.63% 27
2023
Q3 		$1.12M Buy
6,621
+477
+8% +$77K 0.97% 23
2023
Q2 		$967K Sell
6,144
-8
-0.1% -$1.28K 0.67% 28
2023
Q1 		$1M Buy
6,152
+177
+3% +$29.7K 0.85% 24
2022
Q4 		$1.07M Buy
5,975
+129
+2% +$22.5K 0.89% 24
2022
Q3 		$840K Sell
5,846
-58
-1% -$8.85K 0.89% 31
2022
Q2 		$855K Buy
+5,904
New +$976K 0.67% 36
2021
Q3 		$1.05M Buy
19,349
+8,543
+79% +$852K 0.69% 29
2021
Q2 		$1.13M Buy
+10,806
New +$1.14M 0.69% 29
2020
Q4 		$243K Sell
2,879
-2,115
-42% -$171K 0.2% 92
2020
Q3 		$446K Hold
4,994
– – 0.41% 67
2020
Q2 		$446K Sell
4,994
-2,365
-32% -$212K 0.41% 67
2020
Q1 		$474K Sell
7,359
-28,826
-80% -$2.85M 0.44% 52
2019
Q4 		$586K Buy
+36,185
New +$4.26M 0.51% 47

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 Quarterback's CVX Position: Q1 2026 in Review

Wealth Quarterback reduced its Chevron (CVX) stake by 7.3% in Q1 2026, selling an estimated $108K and leaving 7,527 shares worth $1.56M. The position accounts for 0.61% of the portfolio, ranked #37.

Wealth Quarterback first reported a position in CVX in Q4 2019 and has held it in 23 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealth Quarterback held 7,527 shares of Chevron worth $1.56M as of Q1 2026.
  • Wealth Quarterback sold 592 Chevron shares in Q1 2026, an estimated $108K.
  • Chevron made up 0.61% of Wealth Quarterback's portfolio in Q1 2026, its #37 holding.
  • Wealth Quarterback first reported a position in Chevron in Q4 2019 and has held it in 23 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.