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Wilkinson Global Asset Management’s Chevron CVX Stock Holding History

Wilkinson Global Asset Management’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 		$710K Sell
3,433
-20
-0.6% -$3.65K 0.05% 39
2025
Q4 		$526K Buy
3,453
+1,000
+41% +$152K 0.04% 44
2025
Q3 		$381K Sell
2,453
-1,092
-31% -$169K 0.02% 52
2025
Q2 		$508K Sell
3,545
-2,193
-38% -$309K 0.03% 48
2025
Q1 		$960K Sell
5,738
-855
-13% -$134K 0.06% 43
2024
Q4 		$955K Sell
6,593
-10,190
-61% -$1.56M 0.06% 46
2024
Q3 		$2.47M Sell
16,783
-924
-5% -$138K 0.15% 38
2024
Q2 		$2.77M Sell
17,707
-150
-0.8% -$23.9K 0.17% 34
2024
Q1 		$2.82M Buy
17,857
+725
+4% +$109K 0.18% 32
2023
Q4 		$2.56M Hold
17,132
– – 0.18% 33
2023
Q3 		$2.89M Hold
17,132
– – 0.22% 31
2023
Q2 		$2.7M Hold
17,132
– – 0.21% 29
2023
Q1 		$2.8M Hold
17,132
– – 0.22% 30
2022
Q4 		$3.08M Hold
17,132
– – 0.26% 29
2022
Q3 		$2.46M Buy
17,132
+3,125
+22% +$477K 0.22% 30
2022
Q2 		$2.03M Buy
14,007
+3,652
+35% +$604K 0.17% 36
2022
Q1 		$1.69M Sell
10,355
-30
-0.3% -$4.3K 0.11% 45
2021
Q4 		$1.22M Hold
10,385
– – 0.07% 52
2021
Q3 		$1.05M Sell
10,385
-105
-1% -$10.5K 0.06% 52
2021
Q2 		$1.1M Hold
10,490
– – 0.06% 55
2021
Q1 		$1.1M Buy
+10,490
New +$1.02M 0.07% 54

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

Wilkinson Global Asset Management's CVX Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its Chevron (CVX) stake by 0.58% in Q1 2026, selling an estimated $3.65K and leaving 3,433 shares worth $710K. The position accounts for 0.05% of the portfolio, ranked #39.

Wilkinson Global Asset Management first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.08M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wilkinson Global Asset Management held 3,433 shares of Chevron worth $710K as of Q1 2026.
  • Wilkinson Global Asset Management sold 20 Chevron shares in Q1 2026, an estimated $3.65K.
  • Chevron made up 0.05% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #39 holding.
  • Wilkinson Global Asset Management first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • Wilkinson Global Asset Management's Chevron position peaked at $3.08M in Q4 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.