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Aspen Wealth Strategies’s Chevron CVX Stock Holding History

Aspen Wealth Strategies’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 		$1.41M Sell
8,479
-55
-0.6% -$10.2K 0.68% 28
2026
Q1 		$1.77M Buy
8,534
+91
+1% +$16.6K 0.94% 23
2025
Q4 		$1.29M Buy
8,443
+2
+0% +$305 0.7% 26
2025
Q3 		$1.31M Buy
8,441
+358
+4% +$55.4K 0.73% 24
2025
Q2 		$1.16M Sell
8,083
-94
-1% -$13.3K 0.7% 22
2025
Q1 		$1.37M Sell
8,177
-61
-0.7% -$9.55K 0.9% 21
2024
Q4 		$1.19M Buy
8,238
+48
+0.6% +$7.35K 0.76% 22
2024
Q3 		$1.21M Buy
8,190
+441
+6% +$65.6K 0.78% 20
2024
Q2 		$1.25M Sell
7,749
-133
-2% -$21.2K 0.87% 19
2024
Q1 		$1.24M Buy
7,882
+1,638
+26% +$247K 0.86% 21
2023
Q4 		$931K Sell
6,244
-14
-0.2% -$2.12K 0.68% 29
2023
Q3 		$1.06M Buy
6,258
+128
+2% +$20.7K 0.82% 20
2023
Q2 		$965K Buy
6,130
+4,056
+196% +$650K 0.73% 19
2023
Q1 		$338K Buy
2,074
+117
+6% +$19.6K 0.26% 54
2022
Q4 		$351K Buy
+1,957
New +$342K 0.28% 49

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

Aspen Wealth Strategies's CVX Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Chevron (CVX) stake by 0.64% in Q2 2026, selling an estimated $10.2K and leaving 8,479 shares worth $1.41M. The position accounts for 0.68% of the portfolio, ranked #28.

Aspen Wealth Strategies first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aspen Wealth Strategies held 8,479 shares of Chevron worth $1.41M as of Q2 2026.
  • Aspen Wealth Strategies sold 55 Chevron shares in Q2 2026, an estimated $10.2K.
  • Chevron made up 0.68% of Aspen Wealth Strategies's portfolio in Q2 2026, its #28 holding.
  • Aspen Wealth Strategies first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's Chevron position peaked at $1.77M in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.