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CMH Wealth Management’s Chevron CVX Stock Holding History

CMH 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 		$2.33M Buy
14,075
+656
+5% +$122K 0.36% 63
2026
Q1 		$2.78M Buy
+13,419
New +$2.45M 0.48% 58
2020
Q1 		– Sell
-18,690
Closed -$2.25M – 50
2019
Q4 		$2.25M Buy
18,690
+100
+0.5% +$11.8K 1.16% 40
2019
Q3 		$2.21M Buy
18,590
+828
+5% +$101K 1.25% 37
2019
Q2 		$2.21M Buy
17,762
+757
+4% +$91.5K 1.3% 37
2019
Q1 		$2.1M Buy
17,005
+1,480
+10% +$175K 1.27% 35
2018
Q4 		$1.69M Sell
15,525
-1,890
-11% -$219K 1.02% 42
2018
Q3 		$2.17M Buy
17,415
+1,130
+7% +$137K 1.13% 34
2018
Q2 		$2.02M Buy
16,285
+1,490
+10% +$185K 1.16% 34
2018
Q1 		$1.66M Buy
14,795
+215
+1% +$25.7K 1.12% 34
2017
Q4 		$1.86M Sell
14,580
-130
-0.9% -$15.4K 1.23% 31
2017
Q3 		$1.73M Buy
14,710
+265
+2% +$28.9K 1.28% 28
2017
Q2 		$1.52M Sell
14,445
-20
-0.1% -$2.12K 1.21% 32
2017
Q1 		$1.58M Sell
14,465
-5
-0% -$561 1.23% 34
2016
Q4 		$1.69M Buy
+14,470
New +$1.58M 1.48% 27

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

CMH Wealth Management increased its Chevron (CVX) stake by 4.9% in Q2 2026, buying an estimated $122K and bringing the position to 14,075 shares worth $2.33M. The position accounts for 0.36% of the portfolio, ranked #63.

CMH Wealth Management first reported a position in CVX in Q4 2016 and has held it in 15 quarters since. The position peaked at $2.78M in Q1 2026. 785 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CMH Wealth Management held 14,075 shares of Chevron worth $2.33M as of Q2 2026.
  • CMH Wealth Management bought 656 Chevron shares in Q2 2026, an estimated $122K.
  • Chevron made up 0.36% of CMH Wealth Management's portfolio in Q2 2026, its #63 holding.
  • CMH Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 15 quarters since.
  • CMH Wealth Management's Chevron position peaked at $2.78M in Q1 2026.
  • 785 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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