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Aegis Wealth Management (Maryland)’s Chevron CVX Stock Holding History

Aegis Wealth Management (Maryland)’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 		$844K Buy
+5,091
New +$948K 0.4% 58

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Aegis Wealth Management (Maryland)'s CVX Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) opened a new position in Chevron (CVX) in Q2 2026: 5,091 shares worth $844K. The stake represents 0.4% of the portfolio and ranks #58 among its holdings.

4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 5,091 shares of Chevron worth $844K as of Q2 2026.
  • Chevron was a new Aegis Wealth Management (Maryland) position in Q2 2026.
  • Chevron made up 0.4% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #58 holding.
  • 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.