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Widmann Financial Services’s Chevron CVX Stock Holding History

Widmann Financial Services’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 		$2.5M Buy
12,083
+291
+2% +$53.1K 1.49% 17
2025
Q4 		$1.8M Sell
11,792
-386
-3% -$58.8K 1.1% 26
2025
Q3 		$1.89M Sell
12,178
-86
-0.7% -$13.3K 1.19% 26
2025
Q2 		$1.76M Buy
12,264
+3
+0% +$423 1.22% 24
2025
Q1 		$2.05M Buy
12,261
+189
+2% +$29.6K 1.59% 17
2024
Q4 		$1.75M Buy
12,072
+236
+2% +$36.1K 1.35% 20
2024
Q3 		$1.74M Buy
11,836
+6
+0.1% +$893 1.32% 21
2024
Q2 		$1.85M Buy
11,830
+183
+2% +$29.2K 1.51% 16
2024
Q1 		$1.84M Buy
11,647
+25
+0.2% +$3.77K 1.54% 18
2023
Q4 		$1.73M Buy
11,622
+126
+1% +$19.1K 1.56% 19
2023
Q3 		$1.94M Buy
11,496
+475
+4% +$76.7K 1.93% 15
2023
Q2 		$1.73M Buy
11,021
+391
+4% +$62.7K 1.66% 18
2023
Q1 		$1.73M Buy
10,630
+31
+0.3% +$5.2K 1.75% 16
2022
Q4 		$1.9M Sell
10,599
-4,684
-31% -$817K 1.99% 16
2022
Q3 		$2.2M Sell
15,283
-5
-0% -$763 2.43% 12
2022
Q2 		$2.21M Sell
15,288
-5
-0% -$827 2.29% 13
2022
Q1 		$2.49M Sell
15,293
-122
-0.8% -$17.5K 2.21% 12
2021
Q4 		$1.81M Buy
+15,415
New +$1.75M 1.49% 18

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

Widmann Financial Services's CVX Position: Q1 2026 in Review

Widmann Financial Services increased its Chevron (CVX) stake by 2.5% in Q1 2026, buying an estimated $53.1K and bringing the position to 12,083 shares worth $2.5M. The position accounts for 1.49% of the portfolio, ranked #17.

Widmann Financial Services first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Widmann Financial Services held 12,083 shares of Chevron worth $2.5M as of Q1 2026.
  • Widmann Financial Services bought 291 Chevron shares in Q1 2026, an estimated $53.1K.
  • Chevron made up 1.49% of Widmann Financial Services's portfolio in Q1 2026, its #17 holding.
  • Widmann Financial Services first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.