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Copia Wealth Management’s Chevron CVX Stock Holding History

Copia 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 		$98K Buy
591
+12
+2% +$2.23K 0.06% 152
2026
Q1 		$120K Sell
579
-3
-0.5% -$547 0.08% 133
2025
Q4 		$88.7K Sell
582
-28
-5% -$4.26K 0.06% 155
2025
Q3 		$94.7K Buy
610
+61
+11% +$9.45K 0.07% 136
2025
Q2 		$78.6K Buy
549
+11
+2% +$1.55K 0.07% 136
2025
Q1 		$90K Sell
538
-426
-44% -$66.7K 0.08% 126
2024
Q4 		$140K Buy
+964
New +$148K 0.13% 97

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

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

Copia Wealth Management increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $2.23K and bringing the position to 591 shares worth $98K. The position accounts for 0.06% of the portfolio, ranked #152.

Copia Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $140K in Q4 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Copia Wealth Management held 591 shares of Chevron worth $98K as of Q2 2026.
  • Copia Wealth Management bought 12 Chevron shares in Q2 2026, an estimated $2.23K.
  • Chevron made up 0.06% of Copia Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Copia Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Chevron position peaked at $140K in Q4 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.