Correct Capital Wealth Management’s Chevron CVX Stock Holding History

Correct Capital 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	$2.29M	Sell	13,821 -150	-1%	-$27.9K	0.4%	36
2026 Q1	$2.89M	Buy	13,971 +38	+0.3%	+$6.93K	0.54%	26
2025 Q4	$2.12M	Buy	13,933 +742	+6%	+$113K	0.4%	37
2025 Q3	$2.05M	Buy	13,191 +253	+2%	+$39.2K	0.34%	39
2025 Q2	$1.85M	Buy	12,938 +1,021	+9%	+$144K	0.27%	37
2025 Q1	$1.99M	Buy	11,917 +4,837	+68%	+$757K	0.32%	30
2024 Q4	$1.03M	Sell	7,080 -7,112	-50%	-$1.09M	0.2%	53
2024 Q3	$2.09M	Buy	14,192 +4,018	+39%	+$598K	0.46%	26
2024 Q2	$1.59M	Buy	10,174 +1,526	+18%	+$243K	0.37%	29
2024 Q1	$1.36M	Buy	8,648 +1,547	+22%	+$233K	0.31%	36
2023 Q4	$1.06M	Buy	+7,101	New	+$1.07M	0.27%	40

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Correct Capital Wealth Management's CVX Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its Chevron (CVX) stake by 1.1% in Q2 2026, selling an estimated $27.9K and leaving 13,821 shares worth $2.29M. The position accounts for 0.4% of the portfolio, ranked #36.

Correct Capital Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.89M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Correct Capital Wealth Management held 13,821 shares of Chevron worth $2.29M as of Q2 2026.
Correct Capital Wealth Management sold 150 Chevron shares in Q2 2026, an estimated $27.9K.
Chevron made up 0.4% of Correct Capital Wealth Management's portfolio in Q2 2026, its #36 holding.
Correct Capital Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Correct Capital Wealth Management's Chevron position peaked at $2.89M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.