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Chung Wu Investment Group’s Chevron CVX Stock Holding History

Chung Wu Investment Group’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 		$335K Sell
2,020
-3,600
-64% -$670K 0.22% 78
2026
Q1 		$1.16M Buy
5,620
+2,000
+55% +$365K 1% 23
2025
Q4 		$552K Sell
3,620
-350
-9% -$53.3K 0.45% 48
2025
Q3 		$617K Sell
3,970
-850
-18% -$132K 0.51% 42
2025
Q2 		$690K Buy
4,820
+1,920
+66% +$271K 0.72% 31
2025
Q1 		$485K Buy
+2,900
New +$454K 0.58% 37

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

Chung Wu Investment Group's CVX Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Chevron (CVX) stake by 64% in Q2 2026, selling an estimated $670K and leaving 2,020 shares worth $335K. The position accounts for 0.22% of the portfolio, ranked #78.

Chung Wu Investment Group first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q1 2026. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Chung Wu Investment Group held 2,020 shares of Chevron worth $335K as of Q2 2026.
  • Chung Wu Investment Group sold 3,600 Chevron shares in Q2 2026, an estimated $670K.
  • Chevron made up 0.22% of Chung Wu Investment Group's portfolio in Q2 2026, its #78 holding.
  • Chung Wu Investment Group first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Chevron position peaked at $1.16M in Q1 2026.
  • 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.