WAG
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Wiser Advisor Group’s Chevron CVX Stock Holding History

Wiser Advisor Group’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 		$77.8K Buy
376
+4
+1% +$729 0.09% 73
2025
Q4 		$56.8K Buy
372
+4
+1% +$609 0.06% 88
2025
Q3 		$57.2K Buy
+368
New +$57K 0.07% 86
2025
Q2 		– Sell
-360
Closed -$60.2K – 92
2025
Q1 		$60.2K Buy
360
+4
+1% +$626 0.09% 83
2024
Q4 		$51.6K Buy
356
+3
+0.8% +$459 0.08% 95
2024
Q3 		$51.9K Buy
353
+11
+3% +$1.64K 0.08% 94
2024
Q2 		$53.4K Buy
342
+4
+1% +$638 0.08% 90
2024
Q1 		$53.3K Buy
338
+4
+1% +$604 0.08% 92
2023
Q4 		$49.9K Buy
+334
New +$50.5K 0.08% 95

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

Wiser Advisor Group's CVX Position: Q1 2026 in Review

Wiser Advisor Group increased its Chevron (CVX) stake by 1.1% in Q1 2026, buying an estimated $729 and bringing the position to 376 shares worth $77.8K. The position accounts for 0.09% of the portfolio, ranked #73.

Wiser Advisor Group first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wiser Advisor Group held 376 shares of Chevron worth $77.8K as of Q1 2026.
  • Wiser Advisor Group bought 4 Chevron shares in Q1 2026, an estimated $729.
  • Chevron made up 0.09% of Wiser Advisor Group's portfolio in Q1 2026, its #73 holding.
  • Wiser Advisor Group first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.