Affinity Wealth Management’s Chevron CVX Stock Holding History

Affinity 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	$227K	Sell	1,372 -21	-2%	-$3.91K	0.03%	107
2026 Q1	$288K	Buy	+1,393	New	+$254K	0.04%	81
2017 Q3	$231K	Hold	1,969	–	–	0.14%	60
2017 Q2	$205K	Hold	1,969	–	–	0.13%	67
2017 Q1	$211K	Sell	1,969 -30	-2%	-$3.37K	0.12%	64
2016 Q4	$235K	Hold	1,999	–	–	0.13%	54
2016 Q3	$206K	Hold	1,999	–	–	0.13%	59
2016 Q2	$209K	Buy	+1,999	New	+$201K	0.14%	52
2015 Q2	–	Sell	-1,999	Closed	-$209K	–	49
2015 Q1	$209K	Hold	1,999	–	–	0.12%	39
2014 Q4	$224K	Buy	+1,999	New	+$227K	0.18%	30
2014 Q2	$201K	Buy	+1,537	New	+$191K	0.19%	31
2013 Q3	$257K	Sell	2,115 -21	-1%	-$2.58K	0.11%	46
2013 Q2	$253K	Buy	+2,136	New	+$258K	0.12%	36

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

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

Affinity Wealth Management reduced its Chevron (CVX) stake by 1.5% in Q2 2026, selling an estimated $3.91K and leaving 1,372 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #107.

Affinity Wealth Management first reported a position in CVX in Q2 2013 and has held it in 13 quarters since. The position peaked at $288K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Affinity Wealth Management held 1,372 shares of Chevron worth $227K as of Q2 2026.
Affinity Wealth Management sold 21 Chevron shares in Q2 2026, an estimated $3.91K.
Chevron made up 0.03% of Affinity Wealth Management's portfolio in Q2 2026, its #107 holding.
Affinity Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 13 quarters since.
Affinity Wealth Management's Chevron position peaked at $288K in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.