CCG Wealth Management’s Chevron CVX Stock Holding History

CCG 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	$1.27M	Sell	7,681 -304	-4%	-$56.6K	0.3%	49
2026 Q1	$1.65M	Buy	7,985 +1,537	+24%	+$280K	0.45%	37
2025 Q4	$983K	Sell	6,448 -514	-7%	-$78.3K	0.42%	40
2025 Q3	$1.08M	Buy	6,962 +660	+10%	+$102K	0.51%	33
2025 Q2	$902K	Sell	6,302 -32	-0.5%	-$4.51K	0.48%	32
2025 Q1	$1.06M	Buy	6,334 +145	+2%	+$22.7K	0.63%	30
2024 Q4	$896K	Buy	6,189 +15	+0.2%	+$2.3K	0.5%	30
2024 Q3	$909K	Sell	6,174 -35	-0.6%	-$5.21K	0.51%	33
2024 Q2	$971K	Sell	6,209 -277	-4%	-$44.2K	0.55%	31
2024 Q1	$1.02M	Buy	+6,486	New	+$979K	0.62%	29
2023 Q4	–	Sell	-6,394	Closed	-$1.08M	–	56
2023 Q3	$1.08M	Buy	+6,394	New	+$1.03M	0.71%	25
2020 Q1	–	Sell	-2,361	Closed	-$285K	–	69
2019 Q4	$285K	Buy	+2,361	New	+$278K	0.18%	68

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

CCG Wealth Management reduced its Chevron (CVX) stake by 3.8% in Q2 2026, selling an estimated $56.6K and leaving 7,681 shares worth $1.27M. The position accounts for 0.3% of the portfolio, ranked #49.

CCG Wealth Management first reported a position in CVX in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.65M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

CCG Wealth Management held 7,681 shares of Chevron worth $1.27M as of Q2 2026.
CCG Wealth Management sold 304 Chevron shares in Q2 2026, an estimated $56.6K.
Chevron made up 0.3% of CCG Wealth Management's portfolio in Q2 2026, its #49 holding.
CCG Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 12 quarters since.
CCG Wealth Management's Chevron position peaked at $1.65M in Q1 2026.
2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.