CWM
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Cornerstone Wealth Management’s Chevron CVX Stock Holding History

Cornerstone 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 		$5.37M Sell
32,371
-1,220
-4% -$227K 0.23% 106
2026
Q1 		$6.95M Buy
33,591
+3,579
+12% +$653K 0.35% 69
2025
Q4 		$4.57M Buy
30,012
+4,762
+19% +$725K 0.24% 97
2025
Q3 		$3.92M Buy
25,250
+1,575
+7% +$244K 0.22% 105
2025
Q2 		$3.39M Buy
23,675
+480
+2% +$67.7K 0.21% 105
2025
Q1 		$3.88M Buy
23,195
+303
+1% +$47.4K 0.26% 91
2024
Q4 		$3.32M Sell
22,892
-847
-4% -$130K 0.22% 99
2024
Q3 		$3.5M Buy
23,739
+1,012
+4% +$151K 0.25% 92
2024
Q2 		$3.55M Buy
22,727
+1,054
+5% +$168K 0.27% 86
2024
Q1 		$3.42M Buy
21,673
+698
+3% +$105K 0.28% 86
2023
Q4 		$3.13M Sell
20,975
-374
-2% -$56.6K 0.27% 85
2023
Q3 		$3.6M Buy
21,349
+1,439
+7% +$232K 0.34% 68
2023
Q2 		$3.13M Buy
19,910
+1,002
+5% +$161K 0.28% 83
2023
Q1 		$3.09M Buy
+18,908
New +$3.17M 0.3% 75
2022
Q3 		$3.19M Sell
22,223
-886
-4% -$135K 0.36% 66
2022
Q2 		$3.35M Sell
23,109
-2,256
-9% -$373K 0.37% 57
2022
Q1 		$4.13M Sell
25,365
-1,447
-5% -$208K 0.4% 56
2021
Q4 		$3.17M Buy
26,812
+2,541
+10% +$289K 0.3% 76
2021
Q3 		$2.46M Buy
24,271
+2,271
+10% +$227K 0.26% 90
2021
Q2 		$2.3M Buy
22,000
+1,812
+9% +$191K 0.24% 93
2021
Q1 		$2.12M Sell
20,188
-11
-0.1% -$1.07K 0.25% 88
2020
Q4 		$1.71M Buy
20,199
+2,335
+13% +$189K 0.21% 102
2020
Q3 		$1.29M Buy
17,864
+686
+4% +$57.7K 0.19% 108
2020
Q2 		$1.53M Buy
17,178
+2,059
+14% +$184K 0.25% 78
2020
Q1 		$1.1M Buy
15,119
+1,595
+12% +$158K 0.21% 92
2019
Q4 		$1.63M Sell
13,524
-1,714
-11% -$202K 0.26% 75
2019
Q3 		$1.81M Sell
15,238
-31
-0.2% -$3.77K 0.32% 62
2019
Q2 		$1.89M Sell
15,269
-3,283
-18% -$397K 0.34% 57
2019
Q1 		$4.61M Buy
18,552
+3,450
+23% +$408K 0.56% 34
2018
Q4 		$1.64M Sell
15,102
-1,840,279
-99% -$213M 0.35% 58
2018
Q3 		$15.8M Sell
1,855,381
-82,670
-4% -$10M 0.2% 118
2018
Q2 		$15.6M Buy
1,938,051
+1,922,552
+12,404% +$239M 0.18% 133
2018
Q1 		$1.73M Buy
15,499
+50
+0.3% +$5.98K 0.33% 62
2017
Q4 		$1.99M Sell
15,449
-313
-2% -$37.1K 0.37% 52
2017
Q3 		$1.87M Buy
15,762
+111
+0.7% +$12.1K 0.39% 43
2017
Q2 		$1.6M Sell
15,651
-1,909
-11% -$202K 0.36% 52
2017
Q1 		$1.9M Buy
17,560
+4,056
+30% +$455K 0.47% 37
2016
Q4 		$1.59M Buy
13,504
+720
+6% +$78.4K 0.51% 36
2016
Q3 		$1.29M Buy
+12,784
New +$1.31M 0.48% 36

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Chevron (CVX) stake by 3.6% in Q2 2026, selling an estimated $227K and leaving 32,371 shares worth $5.37M. The position accounts for 0.23% of the portfolio, ranked #106.

Cornerstone Wealth Management first reported a position in CVX in Q3 2016 and has held it in 39 quarters since. The position peaked at $15.8M in Q3 2018. 1,154 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cornerstone Wealth Management held 32,371 shares of Chevron worth $5.37M as of Q2 2026.
  • Cornerstone Wealth Management sold 1,220 Chevron shares in Q2 2026, an estimated $227K.
  • Chevron made up 0.23% of Cornerstone Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Cornerstone Wealth Management first reported a position in Chevron in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Chevron position peaked at $15.8M in Q3 2018.
  • 1,154 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.