Wharton Business Group’s Chevron CVX Stock Holding History

Wharton Business Group’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	$459K	Hold	2,219	–	–	0.02%	100
2025 Q4	$338K	Hold	2,219	–	–	0.01%	116
2025 Q3	$345K	Hold	2,219	–	–	0.02%	112
2025 Q2	$318K	Hold	2,219	–	–	0.01%	115
2025 Q1	$371K	Hold	2,219	–	–	0.02%	106
2024 Q4	$321K	Hold	2,219	–	–	0.01%	113
2024 Q3	$327K	Hold	2,219	–	–	0.01%	118
2024 Q2	$347K	Hold	2,219	–	–	0.02%	110
2024 Q1	$350K	Hold	2,219	–	–	0.02%	109
2023 Q4	$331K	Hold	2,219	–	–	0.02%	107
2023 Q3	$374K	Hold	2,219	–	–	0.02%	108
2023 Q2	$349K	Hold	2,219	–	–	0.02%	104
2023 Q1	$362K	Hold	2,219	–	–	0.02%	107
2022 Q4	$398K	Hold	2,219	–	–	0.02%	102
2022 Q3	$318K	Hold	2,219	–	–	0.02%	107
2022 Q2	$321K	Hold	2,219	–	–	0.02%	106
2022 Q1	$361K	Hold	2,219	–	–	0.02%	104
2021 Q4	$260K	Buy	+2,219	New	+$252K	0.02%	117
2021 Q3	–	Sell	-2,219	Closed	-$232K	–	80
2021 Q2	$232K	Hold	2,219	–	–	0.02%	110
2021 Q1	$233K	Buy	+2,219	New	+$217K	0.02%	111
2020 Q1	–	Sell	-3,298	Closed	-$397K	–	108
2019 Q4	$397K	Sell	3,298 -5,940	-64%	-$700K	0.04%	78
2019 Q3	$1.1M	Hold	9,238	–	–	0.11%	51
2019 Q2	$1.15M	Hold	9,238	–	–	0.12%	51
2019 Q1	$1.14M	Hold	9,238	–	–	0.12%	52
2018 Q4	$1M	Sell	9,238 -118	-1%	-$13.7K	0.12%	54
2018 Q3	$1.14M	Hold	9,356	–	–	0.11%	52
2018 Q2	$1.18M	Sell	9,356 -27	-0.3%	-$3.35K	0.12%	52
2018 Q1	$1.07M	Sell	9,383 -5,663	-38%	-$677K	0.11%	54
2017 Q4	$1.77M	Sell	15,046 -1,370	-8%	-$162K	0.18%	50
2017 Q3	$1.93M	Sell	16,416 -1,370	-8%	-$150K	0.2%	48
2017 Q2	$1.86M	Sell	17,786 -1,862	-9%	-$197K	0.2%	53
2017 Q1	$2.11M	Sell	19,648 -810	-4%	-$90.9K	0.23%	56
2016 Q4	$2.41M	Sell	20,458 -465	-2%	-$50.6K	0.29%	51
2016 Q3	$2.15M	Sell	20,923 -8,505	-29%	-$868K	0.27%	59
2016 Q2	$3.08M	Sell	29,428 -438	-1%	-$44.1K	0.37%	54
2016 Q1	$2.85M	Sell	29,866 -65,936	-69%	-$5.77M	0.31%	58
2015 Q4	$8.62M	Sell	95,802 -1,410	-1%	-$127K	0.85%	39
2015 Q3	$7.67M	Sell	97,212 -7,435	-7%	-$626K	0.76%	43
2015 Q2	$10.1K	Sell	104,647 -3,294	-3%	-$346K	0.67%	39
2015 Q1	$11.3M	Sell	107,941 -595	-0.5%	-$63.5K	0.93%	36
2014 Q4	$12.2M	Buy	108,536 +6,250	+6%	+$710K	1.01%	35
2014 Q3	$12.2M	Buy	102,286 +6,609	+7%	+$843K	1.08%	32
2014 Q2	$12.5M	Buy	95,677 +1,010	+1%	+$126K	1.38%	24
2014 Q1	$11.3M	Sell	94,667 -12,665	-12%	-$1.47M	0.91%	34
2013 Q4	$13.4M	Buy	107,332 +15,807	+17%	+$1.91M	1.13%	26
2013 Q3	$11.1M	Sell	91,525 -584	-0.6%	-$71.8K	0.94%	32
2013 Q2	$11M	Buy	+92,109	New	+$11.1M	0.96%	33

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

Wharton Business Group's CVX Position: Q1 2026 in Review

Wharton Business Group held its Chevron (CVX) position steady in Q1 2026 at 2,219 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #100.

Wharton Business Group first reported a position in CVX in Q2 2013 and has held it in 47 quarters since. The position peaked at $13.4M in Q4 2013. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Wharton Business Group held 2,219 shares of Chevron worth $459K as of Q1 2026.
Wharton Business Group left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.02% of Wharton Business Group's portfolio in Q1 2026, its #100 holding.
Wharton Business Group first reported a position in Chevron in Q2 2013 and has held it in 47 quarters since.
Wharton Business Group's Chevron position peaked at $13.4M in Q4 2013.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.