Curio Wealth’s Chevron CVX Stock Holding History

Curio 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	–	Sell	-41	Closed	-$8.48K	–	328
2026 Q1	$8.48K	Buy	41 +6	+17%	+$1.09K	﹤0.01%	231
2025 Q4	$5.27K	Buy	+35	New	+$5.33K	﹤0.01%	295
2025 Q3	–	Sell	-35	Closed	-$5.01K	–	304
2025 Q2	$5.01K	Buy	35 +34	+3,400%	+$4.79K	﹤0.01%	237
2025 Q1	$5.07K	Buy	+1	New	+$157	﹤0.01%	267

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

Curio Wealth's CVX Position: Q2 2026 in Review

Curio Wealth sold out of Chevron (CVX) in Q2 2026, closing a stake of 41 shares — an estimated $8.48K sold.

Curio Wealth first reported a position in CVX in Q1 2025 and held it in 4 quarters. The position peaked at $8.48K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Curio Wealth reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 41 Chevron shares in Q2 2026, an estimated $8.48K.
Curio Wealth first reported a position in Chevron in Q1 2025 and held it in 4 quarters.
Curio Wealth's Chevron position peaked at $8.48K in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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