Corient Private Wealth
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Corient Private Wealth’s Chevron CVX Stock Holding History

Corient Private Wealth’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 		$381M Sell
2,300,306
-59,722
-3% -$11.1M 0.53% 29
2026
Q1 		$457M Sell
2,360,028
-269,177
-10% -$49.1M 0.65% 25
2025
Q4 		$401M Buy
2,629,205
+418,658
+19% +$63.8M 0.54% 27
2025
Q3 		$342M Sell
2,210,547
-324,552
-13% -$50.3M 0.54% 31
2025
Q2 		$363M Buy
2,535,099
+47,836
+2% +$6.74M 0.48% 31
2025
Q1 		$416M Sell
2,487,263
-38,262
-2% -$5.99M 0.68% 27
2024
Q4 		$360M Buy
2,525,525
+19,155
+0.8% +$2.93M 0.6% 30
2024
Q3 		$369M Buy
2,506,370
+30,370
+1% +$4.52M 0.58% 32
2024
Q2 		$387M Sell
2,476,000
-130,271
-5% -$20.8M 0.67% 29
2024
Q1 		$411M Sell
2,606,271
-35,038
-1% -$5.29M 0.73% 28
2023
Q4 		$394M Buy
2,641,309
+261,290
+11% +$39.5M 0.72% 26
2023
Q3 		$401M Buy
2,380,019
+13,907
+0.6% +$2.25M 0.92% 19
2023
Q2 		$372M Buy
2,366,112
+496,095
+27% +$79.5M 0.86% 22
2023
Q1 		$305M Buy
1,870,017
+368,855
+25% +$61.8M 0.82% 22
2022
Q4 		$270M Buy
+1,501,162
New +$262M 0.98% 15

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

Corient Private Wealth's CVX Position: Q2 2026 in Review

Corient Private Wealth reduced its Chevron (CVX) stake by 2.5% in Q2 2026, selling an estimated $11.1M and leaving 2,300,306 shares worth $381M. The position accounts for 0.53% of the portfolio, ranked #29.

Corient Private Wealth first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $457M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Corient Private Wealth held 2,300,306 shares of Chevron worth $381M as of Q2 2026.
  • Corient Private Wealth sold 59,722 Chevron shares in Q2 2026, an estimated $11.1M.
  • Chevron made up 0.53% of Corient Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Corient Private Wealth first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Chevron position peaked at $457M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.