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Entruity Wealth’s Chevron CVX Stock Holding History

Entruity 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 		$4.7M Buy
28,356
+874
+3% +$163K 3.04% 9
2026
Q1 		$5.69M Buy
27,482
+1,168
+4% +$213K 3.86% 7
2025
Q4 		$4.01M Buy
26,314
+16,980
+182% +$2.59M 2.86% 12
2025
Q3 		$1.45M Hold
9,334
– – 1.13% 24
2025
Q2 		$1.34M Buy
9,334
+100
+1% +$14.1K 1.14% 24
2025
Q1 		$1.54M Sell
9,234
-355
-4% -$55.6K 1.46% 20
2024
Q4 		$1.39M Buy
+9,589
New +$1.47M 1.38% 19

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

Entruity Wealth's CVX Position: Q2 2026 in Review

Entruity Wealth increased its Chevron (CVX) stake by 3.2% in Q2 2026, buying an estimated $163K and bringing the position to 28,356 shares worth $4.7M. The position accounts for 3.04% of the portfolio, ranked #9.

Entruity Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.69M in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Entruity Wealth held 28,356 shares of Chevron worth $4.7M as of Q2 2026.
  • Entruity Wealth bought 874 Chevron shares in Q2 2026, an estimated $163K.
  • Chevron made up 3.04% of Entruity Wealth's portfolio in Q2 2026, its #9 holding.
  • Entruity Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Entruity Wealth's Chevron position peaked at $5.69M in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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