BigSur Wealth Management’s Chevron CVX Stock Holding History

BigSur 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	$340K	Sell	2,053 -1,897	-48%	-$353K	0.08%	135
2026 Q1	$817K	Hold	3,950	–	–	0.23%	100
2025 Q4	$602K	Hold	3,950	–	–	0.15%	114
2025 Q3	$613K	Buy	3,950 +50	+1%	+$7.74K	0.15%	110
2025 Q2	$558K	Hold	3,900	–	–	0.14%	113
2025 Q1	$652K	Hold	3,900	–	–	0.18%	104
2024 Q4	$565K	Sell	3,900 -5,300	-58%	-$811K	0.16%	110
2024 Q3	$1.35M	Hold	9,200	–	–	0.37%	71
2024 Q2	$1.44M	Buy	9,200 +600	+7%	+$95.7K	0.44%	64
2024 Q1	$1.36M	Buy	8,600 +6,600	+330%	+$996K	0.43%	69
2023 Q4	$298K	Hold	2,000	–	–	0.14%	91
2023 Q3	$337K	Hold	2,000	–	–	0.17%	87
2023 Q2	$315K	Sell	2,000 -1,500	-43%	-$240K	0.15%	94
2023 Q1	$571K	Hold	3,500	–	–	0.27%	81
2022 Q4	$628K	Buy	3,500 +1,500	+75%	+$262K	0.3%	74
2022 Q3	$287K	Hold	2,000	–	–	0.15%	96
2022 Q2	$290K	Buy	+2,000	New	+$331K	0.14%	104
2021 Q2	–	Sell	-2,300	Closed	-$241K	–	124
2021 Q1	$241K	Buy	+2,300	New	+$225K	0.12%	102
2018 Q3	–	Sell	-1,580	Closed	-$200K	–	106
2018 Q2	$200K	Buy	+1,580	New	+$196K	0.15%	98

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

BigSur Wealth Management reduced its Chevron (CVX) stake by 48% in Q2 2026, selling an estimated $353K and leaving 2,053 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #135.

BigSur Wealth Management first reported a position in CVX in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.44M in Q2 2024. 1,024 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

BigSur Wealth Management held 2,053 shares of Chevron worth $340K as of Q2 2026.
BigSur Wealth Management sold 1,897 Chevron shares in Q2 2026, an estimated $353K.
Chevron made up 0.08% of BigSur Wealth Management's portfolio in Q2 2026, its #135 holding.
BigSur Wealth Management first reported a position in Chevron in Q2 2018 and has held it in 19 quarters since.
BigSur Wealth Management's Chevron position peaked at $1.44M in Q2 2024.
1,024 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.