Elmwood Wealth Management’s Chevron CVX Stock Holding History

Elmwood 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	$588K	Buy	3,547 +361	+11%	+$67.2K	0.15%	116
2026 Q1	$659K	Sell	3,186 -350	-10%	-$63.8K	0.18%	106
2025 Q4	$539K	Sell	3,536 -279	-7%	-$42.5K	0.17%	113
2025 Q3	$592K	Buy	3,815 +747	+24%	+$116K	0.21%	95
2025 Q2	$439K	Hold	3,068	–	–	0.17%	100
2025 Q1	$513K	Sell	3,068 -350	-10%	-$54.8K	0.21%	94
2024 Q4	$495K	Buy	3,418 +11	+0.3%	+$1.68K	0.2%	94
2024 Q3	$502K	Hold	3,407	–	–	0.21%	95
2024 Q2	$533K	Hold	3,407	–	–	0.24%	91
2024 Q1	$537K	Buy	3,407 +256	+8%	+$38.6K	0.23%	93
2023 Q4	$470K	Sell	3,151 -258	-8%	-$39K	0.33%	74
2023 Q3	$575K	Buy	3,409 +5	+0.1%	+$808	0.28%	90
2023 Q2	$536K	Buy	3,404 +1	+0%	+$160	0.25%	90
2023 Q1	$555K	Buy	3,403 +1	+0%	+$168	0.26%	90
2022 Q4	$611K	Buy	3,402 +151	+5%	+$26.4K	0.3%	90
2022 Q3	$467K	Buy	3,251 +126	+4%	+$19.2K	0.23%	91
2022 Q2	$452K	Buy	3,125 +1	+0%	+$165	0.26%	89
2022 Q1	$509K	Sell	3,124 -529	-14%	-$75.9K	0.26%	86
2021 Q4	$429K	Buy	+3,653	New	+$415K	0.2%	90
2021 Q2	$385K	Buy	3,672 +277	+8%	+$29.2K	0.2%	86
2021 Q1	$356K	Buy	+3,395	New	+$332K	0.22%	84
2020 Q3	$307K	Hold	3,445	–	–	0.25%	78
2020 Q2	$307K	Sell	3,445 -8,245	-71%	-$738K	0.25%	78
2020 Q1	$1.33M	Buy	11,690 +22	+0.2%	+$2.17K	1.27%	25
2019 Q4	$1.41M	Buy	11,668 +259	+2%	+$30.5K	1.22%	24
2019 Q3	$1.35M	Buy	11,409 +776	+7%	+$94.2K	1.37%	25
2019 Q2	$1.32M	Sell	10,633 -29	-0.3%	-$3.51K	1.17%	28
2019 Q1	$1.31M	Sell	10,662 -645	-6%	-$76.3K	1.21%	28
2018 Q4	$1.23M	Hold	11,307	–	–	1.19%	26
2018 Q3	$1.38M	Sell	11,307 -59	-0.5%	-$7.16K	1.15%	28
2018 Q2	$1.44M	Sell	11,366 -324	-3%	-$40.2K	1.31%	23
2018 Q1	$1.33M	Buy	+11,690	New	+$1.4M	1.27%	25

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Elmwood Wealth Management increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $67.2K and bringing the position to 3,547 shares worth $588K. The position accounts for 0.15% of the portfolio, ranked #116.

Elmwood Wealth Management first reported a position in CVX in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.44M in Q2 2018. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Elmwood Wealth Management held 3,547 shares of Chevron worth $588K as of Q2 2026.
Elmwood Wealth Management bought 361 Chevron shares in Q2 2026, an estimated $67.2K.
Chevron made up 0.15% of Elmwood Wealth Management's portfolio in Q2 2026, its #116 holding.
Elmwood Wealth Management first reported a position in Chevron in Q1 2018 and has held it in 32 quarters since.
Elmwood Wealth Management's Chevron position peaked at $1.44M in Q2 2018.
2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.