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Elite Life Management’s Chevron CVX Stock Holding History

Elite Life 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 		$276K Sell
1,483
-66
-4% -$12.3K 0.32% 41
2026
Q1 		$281K Buy
1,549
+60
+4% +$10.9K 0.35% 38
2025
Q4 		$269K Buy
1,489
+105
+8% +$16K 0.44% 38
2025
Q3 		$211K Buy
+1,384
New +$214K 0.43% 33
2025
Q2 		– Sell
-1,335
Closed -$223K – 32
2025
Q1 		$223K Buy
+1,335
New +$209K 0.7% 27
2024
Q3 		– Sell
-1,304
Closed -$204K – 27
2024
Q2 		$204K Sell
1,304
-6
-0.5% -$957 0.79% 23
2024
Q1 		$207K Buy
+1,310
New +$198K 1.01% 24

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

Elite Life Management's CVX Position: Q2 2026 in Review

Elite Life Management reduced its Chevron (CVX) stake by 4.3% in Q2 2026, selling an estimated $12.3K and leaving 1,483 shares worth $276K. The position accounts for 0.32% of the portfolio, ranked #41.

Elite Life Management first reported a position in CVX in Q1 2024 and has held it in 7 quarters since. The position peaked at $281K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Elite Life Management held 1,483 shares of Chevron worth $276K as of Q2 2026.
  • Elite Life Management sold 66 Chevron shares in Q2 2026, an estimated $12.3K.
  • Chevron made up 0.32% of Elite Life Management's portfolio in Q2 2026, its #41 holding.
  • Elite Life Management first reported a position in Chevron in Q1 2024 and has held it in 7 quarters since.
  • Elite Life Management's Chevron position peaked at $281K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.