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Channel Wealth’s Chevron CVX Stock Holding History

Channel Wealth’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 		$673K Sell
4,059
-58
-1% -$10.8K 0.15% 93
2026
Q1 		$852K Sell
4,117
-432
-9% -$78.8K 0.21% 78
2025
Q4 		$693K Buy
4,549
+134
+3% +$20.4K 0.18% 80
2025
Q3 		$686K Buy
4,415
+9
+0.2% +$1.39K 0.18% 82
2025
Q2 		$631K Sell
4,406
-668
-13% -$94.2K 0.18% 83
2025
Q1 		$849K Sell
5,074
-93
-2% -$14.6K 0.26% 68
2024
Q4 		$748K Sell
5,167
-157
-3% -$24K 0.24% 75
2024
Q3 		$784K Sell
5,324
-769
-13% -$114K 0.26% 69
2024
Q2 		$953K Sell
6,093
-264
-4% -$42.1K 0.35% 64
2024
Q1 		$1M Buy
6,357
+269
+4% +$40.6K 0.4% 58
2023
Q4 		$908K Sell
6,088
-1,289
-17% -$195K 0.43% 57
2023
Q3 		$1.24M Buy
7,377
+471
+7% +$76.1K 0.7% 46
2023
Q2 		$1.09M Sell
6,906
-462
-6% -$74.1K 0.62% 58
2023
Q1 		$1.2M Buy
+7,368
New +$1.24M 0.77% 36

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

Channel Wealth's CVX Position: Q2 2026 in Review

Channel Wealth reduced its Chevron (CVX) stake by 1.4% in Q2 2026, selling an estimated $10.8K and leaving 4,059 shares worth $673K. The position accounts for 0.15% of the portfolio, ranked #93.

Channel Wealth first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.24M in Q3 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Channel Wealth held 4,059 shares of Chevron worth $673K as of Q2 2026.
  • Channel Wealth sold 58 Chevron shares in Q2 2026, an estimated $10.8K.
  • Chevron made up 0.15% of Channel Wealth's portfolio in Q2 2026, its #93 holding.
  • Channel Wealth first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Channel Wealth's Chevron position peaked at $1.24M in Q3 2023.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.