Cornerstone Wealth Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.98M | Sell |
42,116
-11,032
| -21% | -$2.05M | 0.41% | 70 |
|
|
2026
Q1 | $9.88M | Sell |
53,148
-4,003
| -7% | -$730K | 0.63% | 37 |
|
|
2025
Q4 | $8.71M | Buy |
57,151
+1,395
| +3% | +$212K | 0.6% | 45 |
|
|
2025
Q3 | $8.66M | Buy |
55,756
+1,084
| +2% | +$168K | 0.58% | 46 |
|
|
2025
Q2 | $7.83M | Buy |
54,672
+356
| +0.7% | +$50.2K | 0.59% | 47 |
|
|
2025
Q1 | $9.09M | Buy |
54,316
+5,687
| +12% | +$890K | 0.75% | 37 |
|
|
2024
Q4 | $7.04M | Buy |
48,629
+1,648
| +4% | +$252K | 0.57% | 40 |
|
|
2024
Q3 | $6.92M | Sell |
46,981
-1,759
| -4% | -$262K | 0.57% | 45 |
|
|
2024
Q2 | $7.62M | Buy |
48,740
+2,504
| +5% | +$399K | 0.68% | 36 |
|
|
2024
Q1 | $7.29M | Buy |
46,236
+16,406
| +55% | +$2.48M | 0.67% | 42 |
|
|
2023
Q4 | $4.45M | Buy |
29,830
+4,766
| +19% | +$721K | 0.64% | 47 |
|
|
2023
Q3 | $4.23M | Buy |
25,064
+536
| +2% | +$86.6K | 0.75% | 39 |
|
|
2023
Q2 | $3.86M | Buy |
24,528
+745
| +3% | +$119K | 0.7% | 54 |
|
|
2023
Q1 | $3.88M | Sell |
23,783
-813
| -3% | -$136K | 0.69% | 52 |
|
|
2022
Q4 | $4.41M | Sell |
24,596
-719
| -3% | -$125K | 0.83% | 37 |
|
|
2022
Q3 | $3.64M | Buy |
25,315
+1,449
| +6% | +$221K | 0.8% | 47 |
|
|
2022
Q2 | $3.46M | Sell |
23,866
-5,637
| -19% | -$932K | 0.72% | 51 |
|
|
2022
Q1 | $4.8M | Sell |
29,503
-6,844
| -19% | -$982K | 0.88% | 31 |
|
|
2021
Q4 | $4.26M | Buy |
36,347
+141
| +0.4% | +$16K | 0.73% | 41 |
|
|
2021
Q3 | $3.67M | Sell |
36,206
-12,843
| -26% | -$1.28M | 0.65% | 46 |
|
|
2021
Q2 | $4.71M | Buy |
49,049
+4,893
| +11% | +$517K | 0.96% | 23 |
|
|
2021
Q1 | $4.54M | Buy |
44,156
+9,596
| +28% | +$937K | 0.92% | 26 |
|
|
2020
Q4 | $2.92M | Buy |
34,560
+31,250
| +944% | +$2.53M | 0.72% | 40 |
|
|
2020
Q3 | $238K | Sell |
3,310
-70
| -2% | -$5.89K | 0.07% | 117 |
|
|
2020
Q2 | $302K | Sell |
3,380
-854
| -20% | -$76.5K | 0.08% | 103 |
|
|
2020
Q1 | $307K | Sell |
4,234
-15,148
| -78% | -$1.5M | 0.11% | 90 |
|
|
2019
Q4 | $2.34M | Sell |
19,382
-187
| -1% | -$22K | 0.63% | 56 |
|
|
2019
Q3 | $2.32M | Sell |
19,569
-422
| -2% | -$51.3K | 0.58% | 54 |
|
|
2019
Q2 | $2.49M | Sell |
19,991
-2,550
| -11% | -$308K | 0.67% | 39 |
|
|
2019
Q1 | $2.78M | Buy |
+22,541
| New | +$2.67M | 0.7% | 29 |
|
Other funds holding CVX
Cornerstone Wealth Group's CVX Position: Q2 2026 in Review
Cornerstone Wealth Group reduced its Chevron (CVX) stake by 21% in Q2 2026, selling an estimated $2.05M and leaving 42,116 shares worth $6.98M. The position accounts for 0.41% of the portfolio, ranked #70.
Cornerstone Wealth Group first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.88M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Cornerstone Wealth Group held 42,116 shares of Chevron worth $6.98M as of Q2 2026.
- Cornerstone Wealth Group sold 11,032 Chevron shares in Q2 2026, an estimated $2.05M.
- Chevron made up 0.41% of Cornerstone Wealth Group's portfolio in Q2 2026, its #70 holding.
- Cornerstone Wealth Group first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
- Cornerstone Wealth Group's Chevron position peaked at $9.88M in Q1 2026.
- 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.