Chemistry Wealth Management’s Chevron CVX Stock Holding History

Chemistry 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	$1.03M	Buy	6,215 +682	+12%	+$127K	0.16%	86
2026 Q1	$1.14M	Sell	5,533 -119	-2%	-$21.7K	0.2%	73
2025 Q4	$861K	Sell	5,652 -4,014	-42%	-$611K	0.16%	91
2025 Q3	$1.5M	Buy	9,666 +121	+1%	+$18.7K	0.29%	55
2025 Q2	$1.37M	Buy	9,545 +5,593	+142%	+$788K	0.29%	59
2025 Q1	$661K	Sell	3,952 -88	-2%	-$13.8K	0.15%	90
2024 Q4	$585K	Sell	4,040 -104	-3%	-$15.9K	0.14%	92
2024 Q3	$610K	Buy	4,144 +622	+18%	+$92.6K	0.14%	94
2024 Q2	$551K	Sell	3,522 -13	-0.4%	-$2.07K	0.14%	90
2024 Q1	$558K	Buy	3,535 +147	+4%	+$22.2K	0.15%	89
2023 Q4	$505K	Sell	3,388 -2	-0.1%	-$302	0.15%	90
2023 Q3	$572K	Sell	3,390 -185	-5%	-$29.9K	0.19%	82
2023 Q2	$563K	Buy	3,575 +533	+18%	+$85.5K	0.18%	83
2023 Q1	$496K	Buy	3,042 +19	+0.6%	+$3.19K	0.17%	88
2022 Q4	$543K	Hold	3,023	–	–	0.21%	75
2022 Q3	$434K	Buy	3,023 +146	+5%	+$22.3K	0.17%	90
2022 Q2	$417K	Hold	2,877	–	–	0.16%	96
2022 Q1	$468K	Sell	2,877 -2,269	-44%	-$325K	0.16%	93
2021 Q4	$604K	Buy	+5,146	New	+$585K	0.51%	45

Other funds holding CVX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Chemistry Wealth Management increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $127K and bringing the position to 6,215 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #86.

Chemistry Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q3 2025. 2,166 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Chemistry Wealth Management held 6,215 shares of Chevron worth $1.03M as of Q2 2026.
Chemistry Wealth Management bought 682 Chevron shares in Q2 2026, an estimated $127K.
Chevron made up 0.16% of Chemistry Wealth Management's portfolio in Q2 2026, its #86 holding.
Chemistry Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Chemistry Wealth Management's Chevron position peaked at $1.5M in Q3 2025.
2,166 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.