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WealthBridge Capital Management’s Chevron CVX Stock Holding History

WealthBridge Capital Management’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 		$408K Buy
1,972
+638
+48% +$116K 0.09% 143
2025
Q4 		$203K Buy
1,334
+2
+0.2% +$305 0.05% 203
2025
Q3 		$207K Sell
1,332
-302
-18% -$46.8K 0.05% 206
2025
Q2 		$234K Sell
1,634
-26
-2% -$3.67K 0.06% 191
2025
Q1 		$278K Buy
1,660
+22
+1% +$3.44K 0.08% 169
2024
Q4 		$237K Sell
1,638
-245
-13% -$37.5K 0.07% 183
2024
Q3 		$277K Sell
1,883
-74
-4% -$11K 0.08% 165
2024
Q2 		$306K Buy
1,957
+14
+0.7% +$2.23K 0.1% 131
2024
Q1 		$307K Buy
1,943
+149
+8% +$22.5K 0.1% 128
2023
Q4 		$268K Buy
1,794
+125
+7% +$18.9K 0.1% 130
2023
Q3 		$282K Buy
1,669
+60
+4% +$9.69K 0.12% 127
2023
Q2 		$253K Sell
1,609
-6,574
-80% -$1.05M 0.1% 152
2023
Q1 		$1.34M Sell
8,183
-154
-2% -$25.8K 0.53% 44
2022
Q4 		$1.5M Buy
8,337
+972
+13% +$170K 0.63% 39
2022
Q3 		$1.07M Hold
7,365
– – 0.45% 46
2022
Q2 		$1.07M Buy
7,365
+2,024
+38% +$335K 0.45% 46
2022
Q1 		$870K Buy
+5,341
New +$766K 0.33% 69
2019
Q2 		– Sell
-752
Closed -$91K – 274
2019
Q1 		$91K Sell
752
-21
-3% -$2.48K 0.06% 203
2018
Q4 		$84K Buy
+773
New +$89.5K 0.06% 182

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

WealthBridge Capital Management's CVX Position: Q1 2026 in Review

WealthBridge Capital Management increased its Chevron (CVX) stake by 48% in Q1 2026, buying an estimated $116K and bringing the position to 1,972 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #143.

WealthBridge Capital Management first reported a position in CVX in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.5M in Q4 2022. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • WealthBridge Capital Management held 1,972 shares of Chevron worth $408K as of Q1 2026.
  • WealthBridge Capital Management bought 638 Chevron shares in Q1 2026, an estimated $116K.
  • Chevron made up 0.09% of WealthBridge Capital Management's portfolio in Q1 2026, its #143 holding.
  • WealthBridge Capital Management first reported a position in Chevron in Q4 2018 and has held it in 19 quarters since.
  • WealthBridge Capital Management's Chevron position peaked at $1.5M in Q4 2022.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.