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White Knight Strategic Wealth Advisors’s Chevron CVX Stock Holding History

White Knight Strategic Wealth 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 		$330K Sell
1,595
-460
-22% -$83.9K 0.28% 64
2025
Q4 		$313K Buy
2,055
+285
+16% +$43.4K 0.23% 74
2025
Q3 		$275K Sell
1,770
-460
-21% -$71.2K 0.22% 73
2025
Q2 		$319K Buy
2,230
+65
+3% +$9.16K 0.27% 65
2025
Q1 		$362K Sell
2,165
-2,035
-48% -$319K 0.33% 57
2024
Q4 		$608K Buy
+4,200
New +$643K 0.25% 66

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 $336B AUM 34.66% 1-Year Est. Return

White Knight Strategic Wealth Advisors's CVX Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its Chevron (CVX) stake by 22% in Q1 2026, selling an estimated $83.9K and leaving 1,595 shares worth $330K. The position accounts for 0.28% of the portfolio, ranked #64.

White Knight Strategic Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $608K in Q4 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • White Knight Strategic Wealth Advisors held 1,595 shares of Chevron worth $330K as of Q1 2026.
  • White Knight Strategic Wealth Advisors sold 460 Chevron shares in Q1 2026, an estimated $83.9K.
  • Chevron made up 0.28% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • White Knight Strategic Wealth Advisors's Chevron position peaked at $608K in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.