W
CVX icon

WorthPointe’s Chevron CVX Stock Holding History

WorthPointe’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 		$1.13M Sell
5,476
-111
-2% -$20.2K 0.31% 51
2025
Q4 		$852K Buy
5,587
+310
+6% +$47.2K 0.22% 66
2025
Q3 		$820K Buy
5,277
+179
+4% +$27.7K 0.31% 43
2025
Q2 		$730K Sell
5,098
-37
-0.7% -$5.22K 0.31% 39
2025
Q1 		$859K Sell
5,135
-4
-0.1% -$626 0.38% 34
2024
Q4 		$744K Buy
5,139
+16
+0.3% +$2.45K 0.3% 38
2024
Q3 		$754K Sell
5,123
-21
-0.4% -$3.13K 0.32% 35
2024
Q2 		$805K Buy
5,144
+1
+0% +$159 0.37% 34
2024
Q1 		$811K Buy
5,143
+26
+0.5% +$3.92K 0.41% 27
2023
Q4 		$763K Sell
5,117
-340
-6% -$51.4K 0.39% 35
2023
Q3 		$920K Buy
5,457
+410
+8% +$66.2K 0.54% 26
2023
Q2 		$794K Sell
5,047
-767
-13% -$123K 0.48% 29
2023
Q1 		$949K Sell
5,814
-35
-0.6% -$5.87K 0.62% 23
2022
Q4 		$1.05M Buy
5,849
+85
+1% +$14.8K 0.71% 22
2022
Q3 		$828K Buy
5,764
+1
+0% +$153 0.7% 20
2022
Q2 		$834K Buy
5,763
+3
+0.1% +$496 0.7% 18
2022
Q1 		$938K Sell
5,760
-14,881
-72% -$2.13M 0.75% 17
2021
Q4 		$2.16M Buy
+20,641
New +$2.34M 1.92% 10

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

WorthPointe's CVX Position: Q1 2026 in Review

WorthPointe reduced its Chevron (CVX) stake by 2% in Q1 2026, selling an estimated $20.2K and leaving 5,476 shares worth $1.13M. The position accounts for 0.31% of the portfolio, ranked #51.

WorthPointe first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.16M in Q4 2021. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • WorthPointe held 5,476 shares of Chevron worth $1.13M as of Q1 2026.
  • WorthPointe sold 111 Chevron shares in Q1 2026, an estimated $20.2K.
  • Chevron made up 0.31% of WorthPointe's portfolio in Q1 2026, its #51 holding.
  • WorthPointe first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • WorthPointe's Chevron position peaked at $2.16M in Q4 2021.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.