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Williams Jones Wealth Management’s Chevron CVX Stock Holding History

Williams Jones Wealth 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 		$22.1M Buy
106,614
+902
+0.9% +$164K 0.27% 64
2025
Q4 		$16.1M Sell
105,712
-122
-0.1% -$18.6K 0.18% 75
2025
Q3 		$16.4M Buy
105,834
+4,800
+5% +$743K 0.19% 77
2025
Q2 		$14.5M Sell
101,034
-2,427
-2% -$342K 0.17% 81
2025
Q1 		$17.3M Buy
103,461
+1,287
+1% +$201K 0.22% 71
2024
Q4 		$14.8M Sell
102,174
-11,806
-10% -$1.81M 0.18% 82
2024
Q3 		$16.8M Sell
113,980
-15,125
-12% -$2.25M 0.2% 80
2024
Q2 		$20.2M Sell
129,105
-370
-0.3% -$59K 0.25% 74
2024
Q1 		$20.4M Sell
129,475
-6,879
-5% -$1.04M 0.26% 71
2023
Q4 		$20.3M Sell
136,354
-13,877
-9% -$2.1M 0.28% 70
2023
Q3 		$25.3M Sell
150,231
-568
-0.4% -$91.7K 0.39% 53
2023
Q2 		$23.7M Sell
150,799
-12,452
-8% -$2M 0.36% 59
2023
Q1 		$26.6M Sell
163,251
-4,455
-3% -$747K 0.42% 51
2022
Q4 		$30.1M Buy
167,706
+5,926
+4% +$1.03M 0.5% 44
2022
Q3 		$23.2M Buy
161,780
+25,593
+19% +$3.9M 0.4% 54
2022
Q2 		$19.7M Buy
136,187
+11,737
+9% +$1.94M 0.32% 66
2022
Q1 		$20.3M Buy
124,450
+17,901
+17% +$2.57M 0.28% 66
2021
Q4 		$12.5M Buy
106,549
+3,271
+3% +$372K 0.16% 90
2021
Q3 		$10.5M Sell
103,278
-2,852
-3% -$284K 0.15% 95
2021
Q2 		$11.1M Buy
106,130
+567
+0.5% +$59.9K 0.16% 91
2021
Q1 		$11.1M Buy
105,563
+10,112
+11% +$987K 0.17% 89
2020
Q4 		$8.06M Sell
95,451
-10,376
-10% -$840K 0.13% 94
2020
Q3 		$7.62M Sell
105,827
-6,253
-6% -$526K 0.14% 91
2020
Q2 		$10M Sell
112,080
-32
-0% -$2.87K 0.2% 78
2020
Q1 		$8.12M Sell
112,112
-26,274
-19% -$2.6M 0.21% 76
2019
Q4 		$16.7M Sell
138,386
-2,388
-2% -$281K 0.32% 67
2019
Q3 		$16.7M Buy
+140,774
New +$17.1M 0.34% 64

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

Williams Jones Wealth Management's CVX Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Chevron (CVX) stake by 0.85% in Q1 2026, buying an estimated $164K and bringing the position to 106,614 shares worth $22.1M. The position accounts for 0.27% of the portfolio, ranked #64.

Williams Jones Wealth Management first reported a position in CVX in Q3 2019 and has held it in 27 quarters since. The position peaked at $30.1M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Williams Jones Wealth Management held 106,614 shares of Chevron worth $22.1M as of Q1 2026.
  • Williams Jones Wealth Management bought 902 Chevron shares in Q1 2026, an estimated $164K.
  • Chevron made up 0.27% of Williams Jones Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Williams Jones Wealth Management first reported a position in Chevron in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Chevron position peaked at $30.1M in Q4 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.