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Wood Tarver Financial Group’s Chevron CVX Stock Holding History

Wood Tarver Financial 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 		$359K Buy
1,739
+107
+7% +$19.5K 0.1% 112
2025
Q4 		$248K Sell
1,632
-8
-0.5% -$1.22K 0.07% 137
2025
Q3 		$254K Buy
1,640
+48
+3% +$7.43K 0.08% 131
2025
Q2 		$227K Sell
1,592
-208
-12% -$29.3K 0.07% 131
2025
Q1 		$301K Buy
1,800
+1
+0.1% +$157 0.1% 107
2024
Q4 		$260K Buy
+1,799
New +$275K 0.09% 114

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

Wood Tarver Financial Group's CVX Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Chevron (CVX) stake by 6.6% in Q1 2026, buying an estimated $19.5K and bringing the position to 1,739 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #112.

Wood Tarver Financial Group first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wood Tarver Financial Group held 1,739 shares of Chevron worth $359K as of Q1 2026.
  • Wood Tarver Financial Group bought 107 Chevron shares in Q1 2026, an estimated $19.5K.
  • Chevron made up 0.1% of Wood Tarver Financial Group's portfolio in Q1 2026, its #112 holding.
  • Wood Tarver Financial Group first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.