49 Wealth Management’s Chevron CVX Stock Holding History

49 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	$928K	Sell	5,600 -4,010	-42%	-$746K	0.18%	78
2026 Q1	$1.99M	Buy	9,610 +3,388	+54%	+$618K	0.15%	45
2025 Q4	$948K	Buy	6,222 +281	+5%	+$42.8K	0.08%	76
2025 Q3	$923K	Buy	5,941 +205	+4%	+$31.7K	0.09%	64
2025 Q2	$821K	Sell	5,736 -10	-0.2%	-$1.41K	0.09%	63
2025 Q1	$961K	Buy	5,746 +1,289	+29%	+$202K	0.12%	60
2024 Q4	$646K	Buy	4,457 +403	+10%	+$61.7K	0.09%	68
2024 Q3	$597K	Buy	4,054 +1,171	+41%	+$174K	0.1%	74
2024 Q2	$451K	Buy	2,883 +346	+14%	+$55.2K	0.09%	88
2024 Q1	$404K	Buy	2,537 +1,055	+71%	+$159K	0.09%	72
2023 Q4	$221K	Buy	+1,482	New	+$224K	0.06%	105

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

49 Wealth Management reduced its Chevron (CVX) stake by 42% in Q2 2026, selling an estimated $746K and leaving 5,600 shares worth $928K. The position accounts for 0.18% of the portfolio, ranked #78.

49 Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

49 Wealth Management held 5,600 shares of Chevron worth $928K as of Q2 2026.
49 Wealth Management sold 4,010 Chevron shares in Q2 2026, an estimated $746K.
Chevron made up 0.18% of 49 Wealth Management's portfolio in Q2 2026, its #78 holding.
49 Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
49 Wealth Management's Chevron position peaked at $1.99M in Q1 2026.
4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.