Wealthspire Advisors (New York)’s Chevron CVX Stock Holding History

Wealthspire Advisors (New York)’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	$12.2M	Sell	59,070 -6,497	-10%	-$1.18M	0.1%	101
2025 Q4	$9.99M	Sell	65,567 -49,499	-43%	-$7.54M	0.08%	117
2025 Q3	$17.9M	Sell	115,066 -5,244	-4%	-$812K	0.09%	85
2025 Q2	$17.2M	Sell	120,310 -6,712	-5%	-$946K	0.1%	85
2025 Q1	$21.2M	Buy	127,022 +63,897	+101%	+$10M	0.13%	76
2024 Q4	$9.14M	Sell	63,125 -3,431	-5%	-$525K	0.09%	106
2024 Q3	$9.8M	Buy	66,556 +1,576	+2%	+$235K	0.1%	103
2024 Q2	$10.2M	Sell	64,980 -5,994	-8%	-$956K	0.13%	75
2024 Q1	$11.2M	Sell	70,974 -1,886	-3%	-$285K	0.15%	67
2023 Q4	$10.9M	Buy	72,860 +34,188	+88%	+$5.17M	0.15%	64
2023 Q3	$6.52M	Buy	38,672 +2,956	+8%	+$477K	0.11%	91
2023 Q2	$5.62M	Sell	35,716 -976	-3%	-$156K	0.09%	92
2023 Q1	$5.99M	Buy	36,692 +951	+3%	+$159K	0.1%	88
2022 Q4	$6.42M	Buy	35,741 +149	+0.4%	+$26K	0.12%	84
2022 Q3	$5.11M	Buy	35,592 +1,884	+6%	+$287K	0.11%	90
2022 Q2	$4.88M	Buy	33,708 +5,487	+19%	+$907K	0.1%	90
2022 Q1	$4.59M	Buy	28,221 +1,811	+7%	+$260K	0.1%	76
2021 Q4	$3.1M	Sell	26,410 -3,764	-12%	-$428K	0.07%	106
2021 Q3	$3.06M	Buy	30,174 +13,112	+77%	+$1.31M	0.06%	124
2021 Q2	$1.79M	Sell	17,062 -19,437	-53%	-$2.05M	0.05%	119
2021 Q1	$3.83M	Buy	36,499 +9,346	+34%	+$913K	0.09%	109
2020 Q4	$2.29M	Buy	27,153 +17,846	+192%	+$1.44M	0.07%	123
2020 Q3	$670K	Sell	9,307 -3,589	-28%	-$302K	0.04%	157
2020 Q2	$1.15M	Sell	12,896 -17,257	-57%	-$1.54M	0.08%	99
2020 Q1	$2.19M	Buy	30,153 +20,724	+220%	+$2.05M	0.09%	118
2019 Q4	$1.14M	Buy	9,429 +1,890	+25%	+$223K	0.08%	58
2019 Q3	$894K	Buy	7,539 +4,584	+155%	+$557K	0.07%	54
2019 Q2	$368K	Buy	+2,955	New	+$357K	0.03%	58
2019 Q1	–	Sell	-2,729	Closed	-$297K	–	220
2018 Q4	$297K	Buy	+2,729	New	+$316K	0.03%	53

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s CVX Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Chevron (CVX) stake by 9.9% in Q1 2026, selling an estimated $1.18M and leaving 59,070 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #101.

Wealthspire Advisors (New York) first reported a position in CVX in Q4 2018 and has held it in 29 quarters since. The position peaked at $21.2M in Q1 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Wealthspire Advisors (New York) held 59,070 shares of Chevron worth $12.2M as of Q1 2026.
Wealthspire Advisors (New York) sold 6,497 Chevron shares in Q1 2026, an estimated $1.18M.
Chevron made up 0.1% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #101 holding.
Wealthspire Advisors (New York) first reported a position in Chevron in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s Chevron position peaked at $21.2M in Q1 2025.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.