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Wealthstar Advisors’s Chevron CVX Stock Holding History

Wealthstar Advisors’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 		– Sell
-1,900
Closed -$290K – 119
2025
Q4 		$290K Sell
1,900
-936
-33% -$143K 0.13% 108
2025
Q3 		$440K Sell
2,836
-93
-3% -$14.4K 0.17% 106
2025
Q2 		$419K Sell
2,929
-552
-16% -$77.8K 0.16% 108
2025
Q1 		$582K Buy
3,481
+1
+0% +$157 0.27% 85
2024
Q4 		$504K Buy
+3,480
New +$533K 0.22% 86
2024
Q2 		– Sell
-3,475
Closed -$548K – 54
2024
Q1 		$548K Buy
3,475
+1
+0% +$151 0.19% 76
2023
Q4 		$518K Sell
3,474
-29
-0.8% -$4.39K 0.08% 79
2023
Q3 		$591K Sell
3,503
-145
-4% -$23.4K 0.23% 44
2023
Q2 		$574K Sell
3,648
-2,727
-43% -$437K 0.24% 38
2023
Q1 		$1.04M Sell
6,375
-20
-0.3% -$3.35K 0.39% 28
2022
Q4 		$1.15M Sell
6,395
-183
-3% -$31.9K 0.52% 22
2022
Q3 		$944K Sell
6,578
-3,168
-33% -$483K 0.45% 28
2022
Q2 		$1.42M Buy
9,746
+262
+3% +$43.3K 0.55% 26
2022
Q1 		$1.54M Buy
9,484
+4,863
+105% +$697K 0.57% 25
2021
Q4 		$544K Sell
4,621
-55
-1% -$6.25K 0.19% 47
2021
Q3 		$473K Buy
4,676
+16
+0.3% +$1.6K 0.14% 54
2021
Q2 		$488K Buy
+4,660
New +$492K 0.15% 57
2020
Q1 		$339K Hold
4,687
– – 0.24% 37
2019
Q4 		$564K Sell
4,687
-1,648
-26% -$194K 0.35% 26
2019
Q3 		$751K Buy
6,335
+41
+0.7% +$4.98K 0.42% 18
2019
Q2 		$784K Hold
6,294
– – 0.46% 17
2019
Q1 		$774K Hold
6,294
– – 0.47% 18
2018
Q4 		$685K Sell
6,294
-356
-5% -$41.2K 0.51% 18
2018
Q3 		$815K Hold
6,650
– – 0.48% 19
2018
Q2 		$827K Hold
6,650
– – 0.25% 19
2018
Q1 		$758K Buy
+6,650
New +$795K 0.23% 18

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealthstar Advisors's CVX Position: Q1 2026 in Review

Wealthstar Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 1,900 shares — an estimated $290K sold.

Wealthstar Advisors first reported a position in CVX in Q1 2018 and held it in 26 quarters. The position peaked at $1.54M in Q1 2022. 4,304 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealthstar Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Wealthstar Advisors sold 1,900 Chevron shares in Q1 2026, an estimated $290K.
  • Wealthstar Advisors first reported a position in Chevron in Q1 2018 and held it in 26 quarters.
  • Wealthstar Advisors's Chevron position peaked at $1.54M in Q1 2022.
  • 4,304 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.