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Capstone Wealth Management Group (Oregon)’s Chevron CVX Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$420K Buy
2,532
+64
+3% +$11.9K 0.25% 78
2026
Q1 		$511K Buy
2,468
+10
+0.4% +$1.82K 0.31% 69
2025
Q4 		$375K Hold
2,458
– – 0.23% 82
2025
Q3 		$382K Buy
2,458
+28
+1% +$4.34K 0.24% 77
2025
Q2 		$348K Sell
2,430
-601
-20% -$84.7K 0.25% 73
2025
Q1 		$507K Hold
3,031
– – 0.4% 53
2024
Q4 		$439K Buy
+3,031
New +$464K 0.33% 65

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

Capstone Wealth Management Group (Oregon)'s CVX Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Chevron (CVX) stake by 2.6% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,532 shares worth $420K. The position accounts for 0.25% of the portfolio, ranked #78.

Capstone Wealth Management Group (Oregon) first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 2,532 shares of Chevron worth $420K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) bought 64 Chevron shares in Q2 2026, an estimated $11.9K.
  • Chevron made up 0.25% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #78 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Chevron position peaked at $511K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.