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Axxcess Wealth Management’s Chevron CVX Stock Holding History

Axxcess 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 		$12.9M Buy
77,644
+4,371
+6% +$814K 0.2% 105
2026
Q1 		$15.1M Buy
73,273
+2,879
+4% +$525K 0.48% 49
2025
Q4 		$10.7M Buy
70,394
+5,430
+8% +$827K 0.19% 111
2025
Q3 		$10.1M Buy
64,964
+1,125
+2% +$174K 0.21% 87
2025
Q2 		$9.14M Buy
63,839
+1,378
+2% +$194K 0.21% 91
2025
Q1 		$10.4M Sell
62,461
-2,718
-4% -$425K 0.28% 73
2024
Q4 		$9.44M Sell
65,179
-1,154
-2% -$177K 0.23% 81
2024
Q3 		$9.77M Sell
66,333
-3,384
-5% -$504K 0.24% 74
2024
Q2 		$10.9M Sell
69,717
-35,333
-34% -$5.63M 0.29% 65
2024
Q1 		$16.6M Buy
105,050
+10,204
+11% +$1.54M 0.45% 46
2023
Q4 		$14.1M Buy
94,846
+10,705
+13% +$1.62M 0.41% 49
2023
Q3 		$14.2M Buy
84,141
+26,413
+46% +$4.27M 0.48% 45
2023
Q2 		$9.08M Buy
57,728
+779
+1% +$125K 0.66% 31
2023
Q1 		$9.29M Buy
56,949
+3,609
+7% +$605K 0.7% 24
2022
Q4 		$9.57M Buy
53,340
+818
+2% +$143K 0.79% 21
2022
Q3 		$7.54M Sell
52,522
-4,620
-8% -$705K 0.71% 23
2022
Q2 		$8.27M Buy
57,142
+4,335
+8% +$717K 0.76% 20
2022
Q1 		$8.6M Buy
52,807
+20,464
+63% +$2.93M 0.67% 24
2021
Q4 		$3.79M Buy
+32,343
New +$3.67M 0.28% 71

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

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

Axxcess Wealth Management increased its Chevron (CVX) stake by 6% in Q2 2026, buying an estimated $814K and bringing the position to 77,644 shares worth $12.9M. The position accounts for 0.2% of the portfolio, ranked #105.

Axxcess Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.6M in Q1 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Axxcess Wealth Management held 77,644 shares of Chevron worth $12.9M as of Q2 2026.
  • Axxcess Wealth Management bought 4,371 Chevron shares in Q2 2026, an estimated $814K.
  • Chevron made up 0.2% of Axxcess Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Axxcess Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Chevron position peaked at $16.6M in Q1 2024.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.