CPWA LLC’s Chevron CVX Stock Holding History

CPWA LLC’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	$783K	Buy	4,723 +34	+0.7%	+$6.33K	0.91%	27
2026 Q1	$866K	Buy	+4,689	New	+$855K	1.04%	24

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CPWA LLC's CVX Position: Q2 2026 in Review

CPWA LLC increased its Chevron (CVX) stake by 0.73% in Q2 2026, buying an estimated $6.33K and bringing the position to 4,723 shares worth $783K. The position accounts for 0.91% of the portfolio, ranked #27.

CPWA LLC first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $866K in Q1 2026. 4,099 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

CPWA LLC held 4,723 shares of Chevron worth $783K as of Q2 2026.
CPWA LLC bought 34 Chevron shares in Q2 2026, an estimated $6.33K.
Chevron made up 0.91% of CPWA LLC's portfolio in Q2 2026, its #27 holding.
CPWA LLC first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
CPWA LLC's Chevron position peaked at $866K in Q1 2026.
4,099 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.