EWM
CVX icon

Edge Wealth Management’s Chevron CVX Stock Holding History

Edge 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 		$951K Sell
5,736
-98
-2% -$18.2K 0.16% 36
2026
Q1 		$1.21M Buy
5,834
+1,022
+21% +$186K 0.21% 35
2025
Q4 		$733K Sell
4,812
-387
-7% -$58.9K 0.13% 37
2025
Q3 		$807K Buy
5,199
+45
+0.9% +$6.97K 0.14% 40
2025
Q2 		$738K Buy
5,154
+58
+1% +$8.18K 0.14% 39
2025
Q1 		$853K Sell
5,096
-5
-0.1% -$783 0.17% 35
2024
Q4 		$739K Buy
5,101
+25
+0.5% +$3.83K 0.15% 39
2024
Q3 		$747K Sell
5,076
-70
-1% -$10.4K 0.15% 38
2024
Q2 		$805K Sell
5,146
-15
-0.3% -$2.39K 0.17% 38
2024
Q1 		$814K Sell
5,161
-754
-13% -$114K 0.17% 39
2023
Q4 		$882K Sell
5,915
-228
-4% -$34.5K 0.19% 39
2023
Q3 		$1.04M Sell
6,143
-214
-3% -$34.6K 0.24% 38
2023
Q2 		$1M Buy
6,357
+247
+4% +$39.6K 0.22% 40
2023
Q1 		$998K Sell
6,110
-2,133
-26% -$358K 0.23% 38
2022
Q4 		$1.47M Sell
8,243
-10
-0.1% -$1.75K 0.34% 37
2022
Q3 		$1.19M Sell
8,253
-592
-7% -$90.3K 0.26% 37
2022
Q2 		$1.28M Buy
8,845
+25
+0.3% +$4.13K 0.28% 39
2022
Q1 		$1.44M Buy
8,820
+1,742
+25% +$250K 0.28% 42
2021
Q4 		$831K Buy
7,078
+1,174
+20% +$133K 0.15% 56
2021
Q3 		$599K Buy
5,904
+46
+0.8% +$4.59K 0.12% 60
2021
Q2 		$613K Buy
5,858
+25
+0.4% +$2.64K 0.12% 61
2021
Q1 		$611K Buy
5,833
+1,840
+46% +$180K 0.13% 60
2020
Q4 		$338K Sell
3,993
-82,784
-95% -$6.7M 0.08% 79
2020
Q3 		$6.25M Sell
86,777
-4,931
-5% -$415K 1.44% 26
2020
Q2 		$8.18M Sell
91,708
-6,387
-7% -$572K 1.55% 20
2020
Q1 		$7.06M Buy
98,095
+34,307
+54% +$3.39M 1.53% 24
2019
Q4 		$7.65M Buy
63,788
+13,667
+27% +$1.61M 1.53% 22
2019
Q3 		$5.94M Sell
50,121
-6,096
-11% -$740K 1.37% 23
2019
Q2 		$6.95M Buy
56,217
+8,751
+18% +$1.06M 1.54% 23
2019
Q1 		$5.84M Buy
47,466
+12,333
+35% +$1.46M 1.44% 22
2018
Q4 		$3.82M Buy
35,133
+23,213
+195% +$2.69M 1.08% 26
2018
Q3 		$1.46M Buy
11,920
+76
+0.6% +$9.22K 0.35% 41
2018
Q2 		$1.5M Sell
11,844
-5,332
-31% -$662K 0.38% 42
2018
Q1 		$1.96M Sell
17,176
-339
-2% -$40.5K 0.52% 41
2017
Q4 		$2.2M Sell
17,515
-3,390
-16% -$402K 0.62% 35
2017
Q3 		$2.45M Sell
20,905
-33,620
-62% -$3.67M 0.74% 29
2017
Q2 		$5.72M Sell
54,525
-2,020
-4% -$214K 1.8% 19
2017
Q1 		$6.08M Buy
56,545
+15,062
+36% +$1.69M 2.11% 18
2016
Q4 		$4.88M Sell
41,483
-2,409
-5% -$262K 1.85% 17
2016
Q3 		$4.3M Sell
43,892
-292
-0.7% -$29.8K 1.83% 17
2016
Q2 		$4.62M Sell
44,184
-1,233
-3% -$124K 1.92% 17
2016
Q1 		$4.33M Sell
45,417
-10,519
-19% -$920K 1.97% 20
2015
Q4 		$5.06M Sell
55,936
-18,830
-25% -$1.7M 1.91% 17
2015
Q3 		$5.86M Buy
74,766
+1,377
+2% +$116K 2.21% 17
2015
Q2 		$6.97M Buy
73,389
+3,052
+4% +$320K 2.39% 16
2015
Q1 		$7.42M Buy
70,337
+3,228
+5% +$344K 2.49% 12
2014
Q4 		$7.56M Buy
67,109
+58,773
+705% +$6.68M 2.77% 11
2014
Q3 		$995K Sell
8,336
-10
-0.1% -$1.28K 0.38% 39
2014
Q2 		$1.09M Sell
8,346
-6,139
-42% -$764K 0.45% 36
2014
Q1 		$1.72M Sell
14,485
-45,814
-76% -$5.33M 0.72% 28
2013
Q4 		$7.53M Buy
60,299
+8,231
+16% +$995K 3.48% 9
2013
Q3 		$6.33M Buy
52,068
+1,716
+3% +$211K 3.86% 7
2013
Q2 		$5.98M Buy
+50,352
New +$6.09M 4% 9

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Edge Wealth Management's CVX Position: Q2 2026 in Review

Edge Wealth Management reduced its Chevron (CVX) stake by 1.7% in Q2 2026, selling an estimated $18.2K and leaving 5,736 shares worth $951K. The position accounts for 0.16% of the portfolio, ranked #36.

Edge Wealth Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.18M in Q2 2020. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Edge Wealth Management held 5,736 shares of Chevron worth $951K as of Q2 2026.
  • Edge Wealth Management sold 98 Chevron shares in Q2 2026, an estimated $18.2K.
  • Chevron made up 0.16% of Edge Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Edge Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's Chevron position peaked at $8.18M in Q2 2020.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.