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

Capstone Wealth Management Group (Pennsylvania)’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 		$861K Sell
5,194
-1,263
-20% -$235K 0.3% 48
2026
Q1 		$1.34M Buy
6,457
+1,675
+35% +$305K 0.56% 38
2025
Q4 		$729K Buy
4,782
+221
+5% +$33.7K 0.31% 44
2025
Q3 		$708K Sell
4,561
-161
-3% -$24.9K 0.3% 44
2025
Q2 		$676K Sell
4,722
-123
-3% -$17.3K 0.65% 29
2025
Q1 		$811K Sell
4,845
-1,494
-24% -$234K 0.46% 44
2024
Q4 		$918K Sell
6,339
-315
-5% -$48.2K 0.49% 47
2024
Q3 		$980K Sell
6,654
-88
-1% -$13.1K 0.58% 39
2024
Q2 		$1.05M Sell
6,742
-123
-2% -$19.6K 0.69% 36
2024
Q1 		$1.08M Sell
6,865
-2,039
-23% -$308K 0.78% 33
2023
Q4 		$1.33M Buy
8,904
+1,253
+16% +$190K 1.26% 19
2023
Q3 		$1.29M Sell
7,651
-86
-1% -$13.9K 1.34% 21
2023
Q2 		$1.22M Sell
7,737
-899
-10% -$144K 1.26% 19
2023
Q1 		$1.41M Sell
8,636
-239
-3% -$40.1K 1.56% 13
2022
Q4 		$1.59M Sell
8,875
-509
-5% -$88.8K 1.71% 15
2022
Q3 		$1.35M Sell
9,384
-551
-6% -$84K 1.72% 15
2022
Q2 		$1.44M Sell
9,935
-25
-0.3% -$4.13K 1.73% 15
2022
Q1 		$1.62M Buy
9,960
+1,171
+13% +$168K 1.62% 16
2021
Q4 		$1.03M Buy
+8,789
New +$998K 0.84% 26

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 (Pennsylvania)'s CVX Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Chevron (CVX) stake by 20% in Q2 2026, selling an estimated $235K and leaving 5,194 shares worth $861K. The position accounts for 0.3% of the portfolio, ranked #48.

Capstone Wealth Management Group (Pennsylvania) first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q1 2022. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 5,194 shares of Chevron worth $861K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,263 Chevron shares in Q2 2026, an estimated $235K.
  • Chevron made up 0.3% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #48 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Chevron position peaked at $1.62M in Q1 2022.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.