4WM
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44 Wealth Management’s Chevron CVX Stock Holding History

44 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 		$3.74M Buy
22,540
+3,080
+16% +$573K 1.24% 16
2026
Q1 		$4.03M Buy
19,460
+6,709
+53% +$1.22M 1.41% 8
2025
Q4 		$1.94M Buy
12,751
+2,032
+19% +$309K 0.65% 51
2025
Q3 		$1.66M Buy
10,719
+979
+10% +$152K 0.56% 52
2025
Q2 		$1.39M Buy
9,740
+200
+2% +$28.2K 0.49% 69
2025
Q1 		$1.6M Sell
9,540
-285
-3% -$44.6K 0.6% 54
2024
Q4 		$1.42M Sell
9,825
-1,431
-13% -$219K 0.55% 57
2024
Q3 		$1.69M Buy
+11,256
New +$1.68M 0.6% 52
2023
Q2 		$1.72M Sell
10,922
-981
-8% -$157K 0.59% 45
2023
Q1 		$1.94M Sell
11,903
-596
-5% -$99.9K 0.66% 41
2022
Q4 		$2.24M Buy
12,499
+3
+0% +$524 0.78% 36
2022
Q3 		$1.79M Buy
12,496
+36
+0.3% +$5.49K 0.74% 39
2022
Q2 		$1.8M Sell
12,460
-986
-7% -$163K 0.7% 36
2022
Q1 		$2.19M Buy
13,446
+263
+2% +$37.7K 0.79% 32
2021
Q4 		$1.55M Buy
13,183
+459
+4% +$52.1K 0.54% 47
2021
Q3 		$1.29M Sell
12,724
-167
-1% -$16.7K 0.49% 52
2021
Q2 		$1.35M Buy
12,891
+262
+2% +$27.7K 0.52% 52
2021
Q1 		$1.32M Sell
12,629
-1,006
-7% -$98.2K 0.55% 48
2020
Q4 		$1.15M Buy
+13,635
New +$1.1M 0.52% 41

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

44 Wealth Management increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $573K and bringing the position to 22,540 shares worth $3.74M. The position accounts for 1.24% of the portfolio, ranked #16.

44 Wealth Management first reported a position in CVX in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.03M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • 44 Wealth Management held 22,540 shares of Chevron worth $3.74M as of Q2 2026.
  • 44 Wealth Management bought 3,080 Chevron shares in Q2 2026, an estimated $573K.
  • Chevron made up 1.24% of 44 Wealth Management's portfolio in Q2 2026, its #16 holding.
  • 44 Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's Chevron position peaked at $4.03M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.