AWM
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Accurate Wealth Management’s Chevron CVX Stock Holding History

Accurate 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 		$4.5M Buy
25,497
+506
+2% +$94.2K 0.43% 45
2026
Q1 		$4.71M Sell
24,991
-2,266
-8% -$413K 0.57% 29
2025
Q4 		$4.42M Buy
27,257
+244
+0.9% +$37.2K 0.56% 28
2025
Q3 		$4.12M Buy
27,013
+1,131
+4% +$175K 0.55% 29
2025
Q2 		$3.99M Buy
25,882
+1,193
+5% +$168K 0.61% 29
2025
Q1 		$3.35M Sell
24,689
-525
-2% -$82.2K 0.64% 33
2024
Q4 		$3.86M Buy
25,214
+1,454
+6% +$223K 0.74% 25
2024
Q3 		$3.51M Sell
23,760
-68
-0.3% -$10.1K 0.71% 31
2024
Q2 		$3.77M Buy
23,828
+1,325
+6% +$211K 0.9% 22
2024
Q1 		$3.6M Buy
22,503
+878
+4% +$132K 1.05% 22
2023
Q4 		$3.14M Buy
21,625
+521
+2% +$78.8K 0.98% 22
2023
Q3 		$3.54M Buy
21,104
+3,173
+18% +$513K 1.11% 22
2023
Q2 		$2.75M Buy
17,931
+2,249
+14% +$361K 0.86% 27
2023
Q1 		$2.64M Buy
15,682
+4,454
+40% +$747K 0.91% 18
2022
Q4 		$1.98M Buy
11,228
+1,634
+17% +$285K 0.73% 22
2022
Q3 		$1.53M Buy
9,594
+3,075
+47% +$469K 0.64% 39
2022
Q2 		$939K Buy
6,519
+337
+5% +$55.7K 0.51% 43
2022
Q1 		$1.01M Buy
6,182
+206
+3% +$29.5K 0.45% 54
2021
Q4 		$676K Buy
5,976
+267
+5% +$30.3K 0.55% 49
2021
Q3 		$606K Buy
5,709
+883
+18% +$88.1K 0.53% 51
2021
Q2 		$505K Buy
+4,826
New +$509K 0.44% 55

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Accurate Wealth Management increased its Chevron (CVX) stake by 2% in Q2 2026, buying an estimated $94.2K and bringing the position to 25,497 shares worth $4.5M. The position accounts for 0.43% of the portfolio, ranked #45.

Accurate Wealth Management first reported a position in CVX in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.71M in Q1 2026. 1,562 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Accurate Wealth Management held 25,497 shares of Chevron worth $4.5M as of Q2 2026.
  • Accurate Wealth Management bought 506 Chevron shares in Q2 2026, an estimated $94.2K.
  • Chevron made up 0.43% of Accurate Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Accurate Wealth Management first reported a position in Chevron in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Chevron position peaked at $4.71M in Q1 2026.
  • 1,562 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.