Atlantic Edge Private Wealth Management’s Chevron CVX Stock Holding History

Atlantic Edge Private 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	$1.13M	Sell	6,797 -302	-4%	-$56.2K	0.23%	71
2026 Q1	$1.47M	Buy	7,099 +86	+1%	+$15.7K	0.36%	58
2025 Q4	$1.07M	Sell	7,013 -615	-8%	-$93.7K	0.27%	69
2025 Q3	$1.18M	Sell	7,628 -574	-7%	-$88.9K	0.3%	65
2025 Q2	$1.17M	Sell	8,202 -625	-7%	-$88.1K	0.32%	67
2025 Q1	$1.48M	Buy	8,827 +120	+1%	+$18.8K	0.45%	57
2024 Q4	$1.26M	Buy	8,707 +30	+0.3%	+$4.59K	0.39%	63
2024 Q3	$1.28M	Buy	8,677 +19	+0.2%	+$2.83K	0.39%	64
2024 Q2	$1.35M	Sell	8,658 -28	-0.3%	-$4.46K	0.45%	57
2024 Q1	$1.37M	Buy	8,686 +160	+2%	+$24.1K	0.47%	56
2023 Q4	$1.27M	Buy	+8,526	New	+$1.29M	0.52%	49

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CVX Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Chevron (CVX) stake by 4.3% in Q2 2026, selling an estimated $56.2K and leaving 6,797 shares worth $1.13M. The position accounts for 0.23% of the portfolio, ranked #71.

Atlantic Edge Private Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2025. 1,730 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Atlantic Edge Private Wealth Management held 6,797 shares of Chevron worth $1.13M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 302 Chevron shares in Q2 2026, an estimated $56.2K.
Chevron made up 0.23% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #71 holding.
Atlantic Edge Private Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Chevron position peaked at $1.48M in Q1 2025.
1,730 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.