EWM
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Endowment Wealth Management’s Chevron CVX Stock Holding History

Endowment 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 		$331K Sell
1,996
-68
-3% -$12.7K 0.13% 115
2026
Q1 		$427K Sell
2,064
-18
-0.9% -$3.28K 0.19% 90
2025
Q4 		$317K Buy
2,082
+118
+6% +$18K 0.15% 105
2025
Q3 		$305K Buy
1,964
+325
+20% +$50.3K 0.14% 111
2025
Q2 		$235K Sell
1,639
-13
-0.8% -$1.83K 0.12% 127
2025
Q1 		$276K Buy
+1,652
New +$259K 0.18% 109

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

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

Endowment Wealth Management reduced its Chevron (CVX) stake by 3.3% in Q2 2026, selling an estimated $12.7K and leaving 1,996 shares worth $331K. The position accounts for 0.13% of the portfolio, ranked #115.

Endowment Wealth Management first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $427K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Endowment Wealth Management held 1,996 shares of Chevron worth $331K as of Q2 2026.
  • Endowment Wealth Management sold 68 Chevron shares in Q2 2026, an estimated $12.7K.
  • Chevron made up 0.13% of Endowment Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Endowment Wealth Management first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Endowment Wealth Management's Chevron position peaked at $427K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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