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Denver PWM’s Chevron CVX Stock Holding History

Denver PWM’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 		$248K Hold
1,241
– – 0.08% 86
2026
Q1 		$225K Buy
+1,241
New +$226K 0.08% 83
2025
Q2 		– Sell
-1,241
Closed -$208K – 79
2025
Q1 		$208K Buy
1,241
+1,211
+4,037% +$190K 0.07% 69
2024
Q4 		$4.35K Sell
30
-65
-68% -$9.95K ﹤0.01% 178
2024
Q3 		$14K Hold
95
– – 0.01% 152
2024
Q2 		$14.9K Buy
+95
New +$15.1K 0.01% 168
2019
Q4 		– Sell
-476
Closed -$56.2K – 102
2019
Q3 		$56.2K Buy
+476
New +$57.8K 0.03% 118

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Denver PWM's CVX Position: Q2 2026 in Review

Denver PWM held its Chevron (CVX) position steady in Q2 2026 at 1,241 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #86.

Denver PWM first reported a position in CVX in Q3 2019 and has held it in 7 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Denver PWM held 1,241 shares of Chevron worth $248K as of Q2 2026.
  • Denver PWM left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.08% of Denver PWM's portfolio in Q2 2026, its #86 holding.
  • Denver PWM first reported a position in Chevron in Q3 2019 and has held it in 7 quarters since.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.