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WealthCollab’s Chevron CVX Stock Holding History

WealthCollab’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 		$198K Hold
959
– – 0.08% 79
2025
Q4 		$146K Hold
959
– – 0.06% 101
2025
Q3 		$149K Hold
959
– – 0.07% 88
2025
Q2 		$137K Buy
959
+50
+6% +$7.05K 0.08% 84
2025
Q1 		$152K Hold
909
– – 0.09% 73
2024
Q4 		$132K Sell
909
-2
-0.2% -$306 0.08% 77
2024
Q3 		$134K Sell
911
-326
-26% -$48.5K 0.09% 81
2024
Q2 		$193K Hold
1,237
– – 0.14% 60
2024
Q1 		$195K Buy
1,237
+243
+24% +$36.7K 0.14% 59
2023
Q4 		$148K Buy
+994
New +$150K 0.12% 63

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

WealthCollab's CVX Position: Q1 2026 in Review

WealthCollab held its Chevron (CVX) position steady in Q1 2026 at 959 shares worth $198K. The position accounts for 0.08% of the portfolio, ranked #79.

WealthCollab first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • WealthCollab held 959 shares of Chevron worth $198K as of Q1 2026.
  • WealthCollab left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.08% of WealthCollab's portfolio in Q1 2026, its #79 holding.
  • WealthCollab first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.