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Alliance Wealth Management Group’s Chevron CVX Stock Holding History

Alliance Wealth Management Group’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 		$414K Sell
2,499
-75
-3% -$14K 0.08% 70
2026
Q1 		$533K Buy
2,574
+76
+3% +$13.9K 0.12% 63
2025
Q4 		$381K Hold
2,498
– – 0.08% 72
2025
Q3 		$388K Buy
2,498
+98
+4% +$15.2K 0.09% 72
2025
Q2 		$344K Hold
2,400
– – 0.09% 67
2025
Q1 		$401K Hold
2,400
– – 0.11% 64
2024
Q4 		$348K Sell
2,400
-30
-1% -$4.59K 0.09% 68
2024
Q3 		$358K Hold
2,430
– – 0.1% 64
2024
Q2 		$380K Hold
2,430
– – 0.11% 61
2024
Q1 		$383K Sell
2,430
-126
-5% -$19K 0.11% 61
2023
Q4 		$381K Buy
+2,556
New +$387K 0.12% 59
2023
Q2 		$401K Buy
2,549
+23
+0.9% +$3.69K 0.13% 55
2023
Q1 		$412K Hold
2,526
– – 0.14% 55
2022
Q4 		$453K Buy
2,526
+76
+3% +$13.3K 0.17% 52
2022
Q3 		$352K Hold
2,450
– – 0.14% 53
2022
Q2 		$355K Hold
2,450
– – 0.13% 52
2022
Q1 		$399K Hold
2,450
– – 0.13% 54
2021
Q4 		$288K Hold
2,450
– – 0.09% 61
2021
Q3 		$249K Hold
2,450
– – 0.08% 64
2021
Q2 		$257K Buy
2,450
+24
+1% +$2.53K 0.09% 61
2021
Q1 		$254K Sell
2,426
-23
-0.9% -$2.25K 0.1% 57
2020
Q4 		$207K Buy
+2,449
New +$198K 0.08% 64
2018
Q2 		– Sell
-2,618
Closed -$299K – 63
2018
Q1 		$299K Hold
2,618
– – 0.14% 59
2017
Q4 		$328K Sell
2,618
-2,618
-50% -$310K 0.16% 56
2017
Q3 		$614K Buy
5,236
+2,618
+100% +$286K 0.16% 52
2017
Q2 		$273K Sell
2,618
-69
-3% -$7.31K 0.15% 53
2017
Q1 		$285K Buy
2,687
+47
+2% +$5.27K 0.16% 56
2016
Q4 		$310K Hold
2,640
– – 0.23% 29
2016
Q3 		$272K Hold
2,640
– – 0.19% 23
2016
Q2 		$276K Buy
+2,640
New +$266K 0.19% 22

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

Alliance Wealth Management Group's CVX Position: Q2 2026 in Review

Alliance Wealth Management Group reduced its Chevron (CVX) stake by 2.9% in Q2 2026, selling an estimated $14K and leaving 2,499 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #70.

Alliance Wealth Management Group first reported a position in CVX in Q2 2016 and has held it in 30 quarters since. The position peaked at $614K in Q3 2017. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Alliance Wealth Management Group held 2,499 shares of Chevron worth $414K as of Q2 2026.
  • Alliance Wealth Management Group sold 75 Chevron shares in Q2 2026, an estimated $14K.
  • Chevron made up 0.08% of Alliance Wealth Management Group's portfolio in Q2 2026, its #70 holding.
  • Alliance Wealth Management Group first reported a position in Chevron in Q2 2016 and has held it in 30 quarters since.
  • Alliance Wealth Management Group's Chevron position peaked at $614K in Q3 2017.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.