AWM
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Austin Wealth Management’s Chevron CVX Stock Holding History

Austin 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 		$331K Buy
1,765
+211
+14% +$39.3K 0.07% 99
2026
Q1 		$309K Sell
1,554
-375
-19% -$68.4K 0.07% 98
2025
Q4 		$307K Buy
1,929
+37
+2% +$5.63K 0.05% 128
2025
Q3 		$294K Buy
1,892
+24
+1% +$3.72K 0.05% 125
2025
Q2 		$283K Sell
1,868
-106
-5% -$14.9K 0.05% 111
2025
Q1 		$275K Sell
1,974
-390
-16% -$61.1K 0.06% 103
2024
Q4 		$382K Buy
2,364
+74
+3% +$11.3K 0.08% 87
2024
Q3 		$346K Sell
2,290
-53
-2% -$7.89K 0.08% 88
2024
Q2 		$364K Buy
2,343
+24
+1% +$3.83K 0.09% 84
2024
Q1 		$365K Buy
2,319
+525
+29% +$79.2K 0.09% 81
2023
Q4 		$277K Buy
1,794
+5
+0.3% +$756 0.07% 93
2023
Q3 		$259K Buy
+1,789
New +$289K 0.08% 86

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Austin Wealth Management increased its Chevron (CVX) stake by 14% in Q2 2026, buying an estimated $39.3K and bringing the position to 1,765 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #99.

Austin Wealth Management first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $382K in Q4 2024. 2,399 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Austin Wealth Management held 1,765 shares of Chevron worth $331K as of Q2 2026.
  • Austin Wealth Management bought 211 Chevron shares in Q2 2026, an estimated $39.3K.
  • Chevron made up 0.07% of Austin Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Austin Wealth Management first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Austin Wealth Management's Chevron position peaked at $382K in Q4 2024.
  • 2,399 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.