CM Wealth Advisors’s Chevron CVX Stock Holding History

CM Wealth Advisors’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	$785K	Hold	4,737	–	–	0.14%	68
2026 Q1	$980K	Buy	4,737 +10	+0.2%	+$1.82K	0.21%	44
2025 Q4	$720K	Buy	4,727 +942	+25%	+$143K	0.16%	59
2025 Q3	$588K	Hold	3,785	–	–	0.16%	49
2025 Q2	$542K	Sell	3,785 -715	-16%	-$101K	0.16%	49
2025 Q1	$753K	Hold	4,500	–	–	0.24%	40
2024 Q4	$652K	Hold	4,500	–	–	0.21%	44
2024 Q3	$663K	Hold	4,500	–	–	0.21%	46
2024 Q2	$704K	Sell	4,500 -727	-14%	-$116K	0.33%	25
2024 Q1	$850K	Buy	5,227 +1,342	+35%	+$203K	0.24%	38
2023 Q4	$579K	Hold	3,885	–	–	0.25%	39
2023 Q3	$564K	Buy	3,885 +715	+23%	+$115K	0.22%	38
2023 Q2	$505K	Sell	3,170 -7,866	-71%	-$1.26M	0.17%	65
2023 Q1	$1.83M	Buy	11,036 +7,151	+184%	+$1.2M	0.35%	60
2022 Q4	$697K	Sell	3,885 -190	-5%	-$33.2K	0.36%	30
2022 Q3	$585K	Hold	4,075	–	–	0.32%	32
2022 Q2	$590K	Buy	+4,075	New	+$674K	0.36%	32

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CM Wealth Advisors's CVX Position: Q2 2026 in Review

CM Wealth Advisors held its Chevron (CVX) position steady in Q2 2026 at 4,737 shares worth $785K. The position accounts for 0.14% of the portfolio, ranked #68.

CM Wealth Advisors first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.83M in Q1 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

CM Wealth Advisors held 4,737 shares of Chevron worth $785K as of Q2 2026.
CM Wealth Advisors left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.14% of CM Wealth Advisors's portfolio in Q2 2026, its #68 holding.
CM Wealth Advisors first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's Chevron position peaked at $1.83M in Q1 2023.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.