AWM
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Aberdeen Wealth Management’s Chevron CVX Stock Holding History

Aberdeen 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 		$537K Sell
3,239
-653
-17% -$122K 0.26% 63
2026
Q1 		$805K Sell
3,892
-50
-1% -$9.12K 0.37% 56
2025
Q4 		$601K Sell
3,942
-100
-2% -$15.2K 0.28% 77
2025
Q3 		$628K Hold
4,042
– – 0.39% 74
2025
Q2 		$579K Hold
4,042
– – 0.38% 73
2025
Q1 		$676K Sell
4,042
-132
-3% -$20.7K 0.47% 68
2024
Q4 		$605K Sell
4,174
-65
-2% -$9.95K 0.41% 72
2024
Q3 		$624K Sell
4,239
-303
-7% -$45.1K 0.41% 74
2024
Q2 		$710K Sell
4,542
-1,500
-25% -$239K 0.48% 58
2024
Q1 		$953K Buy
6,042
+300
+5% +$45.3K 0.55% 43
2023
Q4 		$856K Sell
5,742
-300
-5% -$45.4K 0.62% 44
2023
Q3 		$1.02M Hold
6,042
– – 0.77% 35
2023
Q2 		$951K Sell
6,042
-10
-0.2% -$1.6K 0.69% 38
2023
Q1 		$987K Hold
6,052
– – 0.74% 37
2022
Q4 		$1.09M Sell
6,052
-227
-4% -$39.6K 0.82% 37
2022
Q3 		$902K Hold
6,279
– – 0.79% 37
2022
Q2 		$909K Sell
6,279
-200
-3% -$33.1K 0.72% 41
2022
Q1 		$1.05M Hold
6,479
– – 0.72% 41
2021
Q4 		$760K Buy
6,479
+75
+1% +$8.52K 0.5% 56
2021
Q3 		$650K Hold
6,404
– – 0.63% 55
2021
Q2 		$671K Hold
6,404
– – 0.62% 54
2021
Q1 		$671K Sell
6,404
-945
-13% -$92.3K 0.53% 54
2020
Q4 		$621K Buy
7,349
+415
+6% +$33.6K 0.47% 60
2020
Q3 		$499K Sell
6,934
-1,295
-16% -$109K 0.48% 62
2020
Q2 		$734K Buy
8,229
+1,082
+15% +$96.9K 0.79% 42
2020
Q1 		$518K Buy
7,147
+8
+0.1% +$791 0.63% 50
2019
Q4 		$860K Buy
+7,139
New +$841K 0.64% 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

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

Aberdeen Wealth Management reduced its Chevron (CVX) stake by 17% in Q2 2026, selling an estimated $122K and leaving 3,239 shares worth $537K. The position accounts for 0.26% of the portfolio, ranked #63.

Aberdeen Wealth Management first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.09M in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aberdeen Wealth Management held 3,239 shares of Chevron worth $537K as of Q2 2026.
  • Aberdeen Wealth Management sold 653 Chevron shares in Q2 2026, an estimated $122K.
  • Chevron made up 0.26% of Aberdeen Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Aberdeen Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Wealth Management's Chevron position peaked at $1.09M in Q4 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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