EW
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Element Wealth’s Chevron CVX Stock Holding History

Element 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 		$1.8M Sell
10,884
-20
-0.2% -$3.72K 0.68% 33
2026
Q1 		$2.26M Buy
10,904
+6
+0.1% +$1.09K 0.93% 24
2025
Q4 		$1.66M Buy
10,898
+27
+0.2% +$4.11K 0.68% 32
2025
Q3 		$1.69M Buy
10,871
+2,997
+38% +$464K 0.73% 30
2025
Q2 		$1.13M Buy
7,874
+255
+3% +$35.9K 0.52% 47
2025
Q1 		$1.27M Buy
7,619
+24
+0.3% +$3.76K 0.68% 33
2024
Q4 		$1.1M Sell
7,595
-29
-0.4% -$4.44K 0.58% 35
2024
Q3 		$1.12M Buy
7,624
+210
+3% +$31.3K 0.59% 34
2024
Q2 		$1.16M Buy
7,414
+197
+3% +$31.4K 0.65% 31
2024
Q1 		$1.14M Sell
7,217
-154
-2% -$23.2K 0.67% 31
2023
Q4 		$1.1M Sell
7,371
-228
-3% -$34.5K 0.69% 28
2023
Q3 		$1.28M Buy
7,599
+262
+4% +$42.3K 0.92% 20
2023
Q2 		$1.15M Sell
7,337
-53
-0.7% -$8.5K 0.8% 26
2023
Q1 		$1.21M Buy
7,390
+56
+0.8% +$9.39K 0.9% 22
2022
Q4 		$1.32M Sell
7,334
-197
-3% -$34.4K 1.08% 18
2022
Q3 		$1.08M Buy
7,531
+5
+0.1% +$763 1% 19
2022
Q2 		$1.09M Buy
7,526
+246
+3% +$40.7K 1.08% 19
2022
Q1 		$1.19M Sell
7,280
-10,271
-59% -$1.47M 0.95% 20
2021
Q4 		$2.06M Buy
17,551
+68
+0.4% +$7.72K 1.55% 16
2021
Q3 		$1.77M Sell
17,483
-600
-3% -$59.8K 1.41% 17
2021
Q2 		$1.89M Buy
18,083
+11,036
+157% +$1.17M 1.48% 18
2021
Q1 		$739K Buy
7,047
+322
+5% +$31.4K 0.61% 24
2020
Q4 		$568K Buy
6,725
+166
+3% +$13.4K 0.53% 33
2020
Q3 		$472K Buy
6,559
+72
+1% +$6.05K 0.5% 35
2020
Q2 		$579K Buy
6,487
+978
+18% +$87.6K 0.66% 26
2020
Q1 		$399K Buy
5,509
+3,182
+137% +$314K 0.55% 35
2019
Q4 		$280K Buy
+2,327
New +$274K 0.29% 59

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

Element Wealth's CVX Position: Q2 2026 in Review

Element Wealth reduced its Chevron (CVX) stake by 0.18% in Q2 2026, selling an estimated $3.72K and leaving 10,884 shares worth $1.8M. The position accounts for 0.68% of the portfolio, ranked #33.

Element Wealth first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.26M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Element Wealth held 10,884 shares of Chevron worth $1.8M as of Q2 2026.
  • Element Wealth sold 20 Chevron shares in Q2 2026, an estimated $3.72K.
  • Chevron made up 0.68% of Element Wealth's portfolio in Q2 2026, its #33 holding.
  • Element Wealth first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Element Wealth's Chevron position peaked at $2.26M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.