Wise Wealth Partners’s Chevron CVX Stock Holding History

Wise Wealth Partners’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	$641K	Hold	3,100	–	–	0.87%	27
2025 Q4	$472K	Hold	3,100	–	–	0.68%	36
2025 Q3	$481K	Buy	3,100 +78	+3%	+$12.1K	0.73%	34
2025 Q2	$433K	Buy	+3,022	New	+$426K	0.72%	36

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wise Wealth Partners's CVX Position: Q1 2026 in Review

Wise Wealth Partners held its Chevron (CVX) position steady in Q1 2026 at 3,100 shares worth $641K. The position accounts for 0.87% of the portfolio, ranked #27.

Wise Wealth Partners first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Wise Wealth Partners held 3,100 shares of Chevron worth $641K as of Q1 2026.
Wise Wealth Partners left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.87% of Wise Wealth Partners's portfolio in Q1 2026, its #27 holding.
Wise Wealth Partners first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.