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Alaethes Wealth’s Chevron CVX Stock Holding History

Alaethes Wealth’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 		$2.92M Sell
17,619
-78
-0.4% -$14.5K 0.85% 33
2026
Q1 		$3.66M Buy
17,697
+2,953
+20% +$538K 1.04% 24
2025
Q4 		$2.25M Sell
14,744
-465
-3% -$70.8K 0.63% 50
2025
Q3 		$2.36M Buy
15,209
+288
+2% +$44.6K 0.67% 42
2025
Q2 		$2.14M Buy
14,921
+605
+4% +$85.3K 0.64% 54
2025
Q1 		$2.39M Buy
14,316
+542
+4% +$84.8K 0.88% 36
2024
Q4 		$2M Sell
13,774
-130
-0.9% -$19.9K 0.71% 47
2024
Q3 		$2.05M Buy
13,904
+1,499
+12% +$223K 0.76% 39
2024
Q2 		$1.94M Buy
12,405
+250
+2% +$39.9K 0.8% 36
2024
Q1 		$1.92M Sell
12,155
-491
-4% -$74.1K 0.84% 42
2023
Q4 		$1.89M Buy
12,646
+287
+2% +$43.4K 0.89% 34
2023
Q3 		$2.08M Buy
12,359
+118
+1% +$19.1K 1.14% 19
2023
Q2 		$1.93M Buy
12,241
+319
+3% +$51.1K 1.06% 23
2023
Q1 		$1.95M Buy
11,922
+814
+7% +$136K 1.14% 17
2022
Q4 		$1.99M Sell
11,108
-196
-2% -$34.2K 1.37% 15
2022
Q3 		$1.62M Buy
11,304
+471
+4% +$71.8K 1.19% 20
2022
Q2 		$1.57M Sell
10,833
-846
-7% -$140K 1.16% 19
2022
Q1 		$1.9M Buy
11,679
+168
+1% +$24.1K 1.21% 16
2021
Q4 		$1.35M Buy
11,511
+742
+7% +$84.3K 0.85% 41
2021
Q3 		$1.09M Buy
10,769
+1,965
+22% +$196K 0.79% 47
2021
Q2 		$922K Buy
8,804
+1,165
+15% +$123K 0.71% 56
2021
Q1 		$800K Buy
+7,639
New +$746K 0.74% 57

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

Alaethes Wealth's CVX Position: Q2 2026 in Review

Alaethes Wealth reduced its Chevron (CVX) stake by 0.44% in Q2 2026, selling an estimated $14.5K and leaving 17,619 shares worth $2.92M. The position accounts for 0.85% of the portfolio, ranked #33.

Alaethes Wealth first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.66M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Alaethes Wealth held 17,619 shares of Chevron worth $2.92M as of Q2 2026.
  • Alaethes Wealth sold 78 Chevron shares in Q2 2026, an estimated $14.5K.
  • Chevron made up 0.85% of Alaethes Wealth's portfolio in Q2 2026, its #33 holding.
  • Alaethes Wealth first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • Alaethes Wealth's Chevron position peaked at $3.66M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.