Elk River Wealth Management’s Chevron CVX Stock Holding History

Elk River 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	$999K	Sell	6,024 -11	-0.2%	-$2.05K	0.16%	58
2026 Q1	$1.25M	Buy	6,035 +243	+4%	+$44.3K	0.21%	52
2025 Q4	$883K	Hold	5,792	–	–	0.14%	60
2025 Q3	$899K	Hold	5,792	–	–	0.14%	56
2025 Q2	$829K	Hold	5,792	–	–	0.14%	55
2025 Q1	$969K	Sell	5,792 -25	-0.4%	-$3.91K	0.18%	51
2024 Q4	$843K	Sell	5,817 -80	-1%	-$12.2K	0.15%	54
2024 Q3	$868K	Buy	5,897 +25	+0.4%	+$3.72K	0.16%	54
2024 Q2	$918K	Sell	5,872 -172	-3%	-$27.4K	0.18%	50
2024 Q1	$953K	Buy	6,044 +172	+3%	+$26K	0.19%	51
2023 Q4	$876K	Sell	5,872 -350	-6%	-$52.9K	0.17%	57
2023 Q3	$1.05M	Buy	6,222 +430	+7%	+$69.5K	0.23%	51
2023 Q2	$911K	Sell	5,792 -430	-7%	-$68.9K	0.2%	54
2023 Q1	$1.02M	Buy	6,222 +230	+4%	+$38.6K	0.23%	51
2022 Q4	$1.08M	Buy	5,992 +126	+2%	+$22K	0.26%	55
2022 Q3	$843K	Hold	5,866	–	–	0.22%	58
2022 Q2	$849K	Hold	5,866	–	–	0.21%	61
2022 Q1	$955K	Buy	5,866 +122	+2%	+$17.5K	0.21%	64
2021 Q4	$674K	Buy	5,744 +169	+3%	+$19.2K	0.15%	71
2021 Q3	$566K	Sell	5,575 -15	-0.3%	-$1.5K	0.14%	78
2021 Q2	$585K	Sell	5,590 -702	-11%	-$74.1K	0.15%	75
2021 Q1	$659K	Hold	6,292	–	–	0.19%	69
2020 Q4	$531K	Buy	+6,292	New	+$509K	0.18%	79

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Elk River Wealth Management's CVX Position: Q2 2026 in Review

Elk River Wealth Management reduced its Chevron (CVX) stake by 0.18% in Q2 2026, selling an estimated $2.05K and leaving 6,024 shares worth $999K. The position accounts for 0.16% of the portfolio, ranked #58.

Elk River Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.25M in Q1 2026. 4,136 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Elk River Wealth Management held 6,024 shares of Chevron worth $999K as of Q2 2026.
Elk River Wealth Management sold 11 Chevron shares in Q2 2026, an estimated $2.05K.
Chevron made up 0.16% of Elk River Wealth Management's portfolio in Q2 2026, its #58 holding.
Elk River Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
Elk River Wealth Management's Chevron position peaked at $1.25M in Q1 2026.
4,136 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.