WFA of San Diego’s Chevron CVX Stock Holding History

WFA of San Diego’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	$424K	Sell	2,051 -30	-1%	-$5.47K	0.34%	54
2025 Q4	$317K	Sell	2,081 -286	-12%	-$43.6K	0.23%	73
2025 Q3	$368K	Sell	2,367 -65	-3%	-$10.1K	0.25%	68
2025 Q2	$348K	Buy	+2,432	New	+$343K	0.26%	69
2024 Q3	$321K	Hold	2,179	–	–	0.27%	75
2024 Q2	$341K	Buy	+2,179	New	+$347K	0.3%	65
2023 Q3	$367K	Sell	2,179 -250	-10%	-$40.4K	0.38%	55
2023 Q2	$382K	Sell	2,429 -96	-4%	-$15.4K	0.38%	52
2023 Q1	$412K	Buy	2,525 +88	+4%	+$14.8K	0.43%	49
2022 Q4	$437K	Hold	2,437	–	–	0.33%	60
2022 Q3	$350K	Sell	2,437 -54	-2%	-$8.23K	0.32%	64
2022 Q2	$361K	Sell	2,491 -300	-11%	-$49.6K	0.31%	59
2022 Q1	$454K	Sell	2,791 -316	-10%	-$45.3K	0.35%	61
2021 Q4	$365K	Sell	3,107 -169	-5%	-$19.2K	0.21%	83
2021 Q3	$332K	Sell	3,276 -415	-11%	-$41.4K	0.23%	78
2021 Q2	$387K	Hold	3,691	–	–	0.3%	62
2021 Q1	$387K	Buy	+3,691	New	+$360K	0.32%	62
2020 Q4	–	Sell	-3,941	Closed	-$283K	–	97
2020 Q3	$283K	Sell	3,941 -18,333	-82%	-$1.54M	0.27%	64
2020 Q2	$2.43M	Buy	+22,274	New	+$1.99M	0.57%	31

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 $295B AUM 31.6% 1-Year Est. Return

WFA of San Diego's CVX Position: Q1 2026 in Review

WFA of San Diego reduced its Chevron (CVX) stake by 1.4% in Q1 2026, selling an estimated $5.47K and leaving 2,051 shares worth $424K. The position accounts for 0.34% of the portfolio, ranked #54.

WFA of San Diego first reported a position in CVX in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.43M in Q2 2020. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

WFA of San Diego held 2,051 shares of Chevron worth $424K as of Q1 2026.
WFA of San Diego sold 30 Chevron shares in Q1 2026, an estimated $5.47K.
Chevron made up 0.34% of WFA of San Diego's portfolio in Q1 2026, its #54 holding.
WFA of San Diego first reported a position in Chevron in Q2 2020 and has held it in 19 quarters since.
WFA of San Diego's Chevron position peaked at $2.43M in Q2 2020.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.