CWM
CVX icon

Consultiva Wealth Management’s Chevron CVX Stock Holding History

Consultiva 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 		$40.8K Hold
246
– – 0.09% 118
2026
Q1 		$50.9K Hold
246
– – 0.15% 96
2025
Q4 		$37.5K Hold
246
– – 0.11% 107
2025
Q3 		$38.2K Hold
246
– – 0.11% 106
2025
Q2 		$35.2K Hold
246
– – 0.11% 110
2025
Q1 		$41.2K Buy
246
+179
+267% +$28K 0.14% 99
2024
Q4 		$9.7K Buy
+67
New +$10.3K 0.05% 129

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Consultiva Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 246 shares worth $40.8K. The position accounts for 0.09% of the portfolio, ranked #118.

Consultiva Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.9K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Consultiva Wealth Management held 246 shares of Chevron worth $40.8K as of Q2 2026.
  • Consultiva Wealth Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.09% of Consultiva Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Consultiva Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Chevron position peaked at $50.9K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.