1900 Wealth Management’s Chevron CVX Stock Holding History

1900 Wealth Management’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 Q2	$1.31M	Buy	7,875 +1,904	+32%	+$354K	0.07%	109
2026 Q1	$1.24M	Sell	5,971 -91	-2%	-$16.6K	0.08%	101
2025 Q4	$924K	Buy	6,062 +365	+6%	+$55.6K	0.06%	116
2025 Q3	$885K	Sell	5,697 -963	-14%	-$149K	0.06%	111
2025 Q2	$954K	Sell	6,660 -552	-8%	-$77.8K	0.07%	101
2025 Q1	$1.21M	Buy	7,212 +180	+3%	+$28.2K	0.1%	86
2024 Q4	$1.02M	Sell	7,032 -576	-8%	-$88.2K	0.09%	97
2024 Q3	$1.12M	Hold	7,608	–	–	0.1%	94
2024 Q2	$1.19M	Sell	7,608 -179	-2%	-$28.5K	0.11%	86
2024 Q1	$1.23M	Sell	7,787 -5,562	-42%	-$839K	0.11%	97
2023 Q4	$1.99M	Sell	13,349 -689	-5%	-$104K	0.18%	86
2023 Q3	$2.37M	Buy	14,038 +5,899	+72%	+$953K	0.24%	83
2023 Q2	$1.28M	Sell	8,139 -154	-2%	-$24.7K	0.13%	109
2023 Q1	$1.46M	Buy	8,293 +616	+8%	+$103K	0.16%	100
2022 Q4	$1.38M	Sell	7,677 -35	-0.5%	-$6.11K	0.15%	100
2022 Q3	$1.11M	Buy	7,712 +556	+8%	+$84.8K	0.13%	108
2022 Q2	$1.04M	Buy	7,156 +600	+9%	+$99.2K	0.11%	112
2022 Q1	$1.07M	Buy	6,556 +100	+2%	+$14.3K	0.1%	118
2021 Q4	$758K	Buy	6,456 +989	+18%	+$112K	0.07%	149
2021 Q3	$554K	Buy	5,467 +106	+2%	+$10.6K	0.05%	160
2021 Q2	$561K	Buy	5,361 +2,380	+80%	+$251K	0.05%	149
2021 Q1	$312	Sell	2,981 -829	-22%	-$80.9K	0.02%	147
2020 Q4	$322K	Buy	+3,810	New	+$308K	0.04%	117

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

1900 Wealth Management's CVX Position: Q2 2026 in Review

1900 Wealth Management increased its Chevron (CVX) stake by 32% in Q2 2026, buying an estimated $354K and bringing the position to 7,875 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #109.

1900 Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.37M in Q3 2023. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

1900 Wealth Management held 7,875 shares of Chevron worth $1.31M as of Q2 2026.
1900 Wealth Management bought 1,904 Chevron shares in Q2 2026, an estimated $354K.
Chevron made up 0.07% of 1900 Wealth Management's portfolio in Q2 2026, its #109 holding.
1900 Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's Chevron position peaked at $2.37M in Q3 2023.
2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.