Alterna Wealth Management’s Chevron CVX Stock Holding History

Alterna 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	–	Sell	-1,061	Closed	-$220K	–	111
2026 Q1	$220K	Buy	+1,061	New	+$193K	0.17%	98
2022 Q2	–	Sell	-1,551	Closed	-$253K	–	97
2022 Q1	$253K	Buy	+1,551	New	+$222K	0.21%	86
2020 Q4	$200K	Buy	+2,370	New	+$192K	0.25%	76
2019 Q1	–	Sell	-17,021	Closed	-$1.78M	–	161
2018 Q4	$1.78M	Buy	+17,021	New	+$1.97M	0.29%	59

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

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

Alterna Wealth Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,061 shares — an estimated $220K sold.

Alterna Wealth Management first reported a position in CVX in Q4 2018 and held it in 4 quarters. The position peaked at $1.78M in Q4 2018. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Alterna Wealth Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Alterna Wealth Management sold 1,061 Chevron shares in Q2 2026, an estimated $220K.
Alterna Wealth Management first reported a position in Chevron in Q4 2018 and held it in 4 quarters.
Alterna Wealth Management's Chevron position peaked at $1.78M in Q4 2018.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.