WIP
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WealthCare Investment Partners’s Chevron CVX Stock Holding History

WealthCare Investment Partners’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 		$327K Buy
+1,595
New +$291K 0.09% 148

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Berkshire Hathaway
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
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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

WealthCare Investment Partners's CVX Position: Q1 2026 in Review

WealthCare Investment Partners opened a new position in Chevron (CVX) in Q1 2026: 1,595 shares worth $327K. The stake represents 0.09% of the portfolio and ranks #148 among its holdings.

4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • WealthCare Investment Partners held 1,595 shares of Chevron worth $327K as of Q1 2026.
  • Chevron was a new WealthCare Investment Partners position in Q1 2026.
  • Chevron made up 0.09% of WealthCare Investment Partners's portfolio in Q1 2026, its #148 holding.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.