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Cherrydale Wealth Management’s Chevron CVX Stock Holding History

Cherrydale 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 		$203K Sell
1,224
-1
-0.1% -$186 0.05% 83
2026
Q1 		$253K Sell
1,225
-150
-11% -$27.4K 0.08% 60
2025
Q4 		$210K Buy
1,375
+34
+3% +$5.18K 0.06% 73
2025
Q3 		$208K Buy
+1,341
New +$208K 0.07% 74
2025
Q2 		– Sell
-1,461
Closed -$244K – 78
2025
Q1 		$244K Buy
+1,461
New +$229K 0.1% 56
2024
Q3 		– Sell
-1,651
Closed -$258K – 73
2024
Q2 		$258K Buy
1,651
+237
+17% +$37.8K 0.11% 51
2024
Q1 		$223K Buy
+1,414
New +$213K 0.1% 54

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

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

Cherrydale Wealth Management reduced its Chevron (CVX) stake by 0.08% in Q2 2026, selling an estimated $186 and leaving 1,224 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #83.

Cherrydale Wealth Management first reported a position in CVX in Q1 2024 and has held it in 7 quarters since. The position peaked at $258K in Q2 2024. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cherrydale Wealth Management held 1,224 shares of Chevron worth $203K as of Q2 2026.
  • Cherrydale Wealth Management sold 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.05% of Cherrydale Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Cherrydale Wealth Management first reported a position in Chevron in Q1 2024 and has held it in 7 quarters since.
  • Cherrydale Wealth Management's Chevron position peaked at $258K in Q2 2024.
  • 4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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