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Winnow Wealth’s Chevron CVX Stock Holding History

Winnow Wealth’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 		– Sell
-48
Closed -$7.34K – 223
2025
Q4 		$7.34K Sell
48
-13
-21% -$1.98K 0.01% 243
2025
Q3 		$9.52K Sell
61
-307
-83% -$47.5K 0.01% 232
2025
Q2 		$52.7K Buy
368
+308
+513% +$43.4K 0.04% 79
2025
Q1 		$10K Buy
60
+20
+50% +$3.13K 0.01% 211
2024
Q4 		$5.77K Buy
+40
New +$6.12K 0.01% 203

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

Winnow Wealth's CVX Position: Q1 2026 in Review

Winnow Wealth sold out of Chevron (CVX) in Q1 2026, closing a stake of 48 shares — an estimated $7.34K sold.

Winnow Wealth first reported a position in CVX in Q4 2024 and held it in 5 quarters. The position peaked at $52.7K in Q2 2025. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Winnow Wealth reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 48 Chevron shares in Q1 2026, an estimated $7.34K.
  • Winnow Wealth first reported a position in Chevron in Q4 2024 and held it in 5 quarters.
  • Winnow Wealth's Chevron position peaked at $52.7K in Q2 2025.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.