Crestmont Private Wealth’s Chevron CVX Stock Holding History

Crestmont 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	$855K	Hold	5,160	–	–	0.24%	32
2026 Q1	$1.07M	Hold	5,160	–	–	0.34%	21
2025 Q4	$786K	Hold	5,160	–	–	0.26%	32
2025 Q3	$801K	Buy	5,160 +826	+19%	+$128K	0.26%	31
2025 Q2	$621K	Hold	4,334	–	–	0.22%	38
2025 Q1	$725K	Hold	4,334	–	–	0.31%	22
2024 Q4	$628K	Hold	4,334	–	–	0.28%	23
2024 Q3	$638K	Sell	4,334 -1,071	-20%	-$159K	0.28%	24
2024 Q2	$845K	Buy	5,405 +1,071	+25%	+$171K	0.41%	16
2024 Q1	$684K	Hold	4,334	–	–	0.34%	15
2023 Q4	$646K	Hold	4,334	–	–	0.33%	13
2023 Q3	$731K	Hold	4,334	–	–	0.45%	12
2023 Q2	$682K	Hold	4,334	–	–	0.4%	12
2023 Q1	$707K	Hold	4,334	–	–	0.46%	12
2022 Q4	$778K	Buy	4,334 +35	+0.8%	+$6.11K	0.53%	11
2022 Q3	$618K	Buy	4,299 +38	+0.9%	+$5.79K	0.47%	11
2022 Q2	$617K	Buy	+4,261	New	+$704K	0.61%	10

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

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

Crestmont Private Wealth held its Chevron (CVX) position steady in Q2 2026 at 5,160 shares worth $855K. The position accounts for 0.24% of the portfolio, ranked #32.

Crestmont Private Wealth first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Crestmont Private Wealth held 5,160 shares of Chevron worth $855K as of Q2 2026.
Crestmont Private Wealth left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.24% of Crestmont Private Wealth's portfolio in Q2 2026, its #32 holding.
Crestmont Private Wealth first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
Crestmont Private Wealth's Chevron position peaked at $1.07M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.