AWM
CVX icon

Adams Wealth Management’s Chevron CVX Stock Holding History

Adams 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 		$340K Buy
2,054
+380
+23% +$70.7K 0.07% 129
2026
Q1 		$346K Buy
1,674
+48
+3% +$8.75K 0.08% 113
2025
Q4 		$248K Buy
1,626
+61
+4% +$9.29K 0.05% 154
2025
Q3 		$243K Sell
1,565
-347
-18% -$53.7K 0.05% 159
2025
Q2 		$274K Buy
+1,912
New +$270K 0.05% 139
2020
Q4 		– Sell
-145
Closed -$10K – 131
2020
Q3 		$10K Buy
+145
New +$12.2K 0.01% 183
2020
Q1 		– Sell
-8,599
Closed -$1.04M – 73
2019
Q4 		$1.04M Buy
+8,599
New +$1.01M 0.87% 33

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

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

Adams Wealth Management increased its Chevron (CVX) stake by 23% in Q2 2026, buying an estimated $70.7K and bringing the position to 2,054 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #129.

Adams Wealth Management first reported a position in CVX in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2019. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Adams Wealth Management held 2,054 shares of Chevron worth $340K as of Q2 2026.
  • Adams Wealth Management bought 380 Chevron shares in Q2 2026, an estimated $70.7K.
  • Chevron made up 0.07% of Adams Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Adams Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 7 quarters since.
  • Adams Wealth Management's Chevron position peaked at $1.04M in Q4 2019.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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