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EPG Wealth Management’s Chevron CVX Stock Holding History

EPG 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 		$2.17M Sell
13,100
-1,800
-12% -$335K 0.52% 52
2026
Q1 		$3.08M Buy
14,900
+1,242
+9% +$226K 0.84% 26
2025
Q4 		$2.08M Buy
13,658
+466
+4% +$71K 0.56% 44
2025
Q3 		$2.05M Buy
13,192
+764
+6% +$118K 0.56% 47
2025
Q2 		$1.78M Sell
12,428
-200
-2% -$28.2K 0.53% 51
2025
Q1 		$2.11M Buy
12,628
+1,497
+13% +$234K 0.59% 36
2024
Q4 		$1.61M Sell
11,131
-150
-1% -$23K 0.43% 61
2024
Q3 		$1.66M Buy
+11,281
New +$1.68M 0.42% 63
2024
Q2 		– Sell
-11,223
Closed -$1.79M – 62
2024
Q1 		$1.77M Buy
11,223
+296
+3% +$44.7K 0.43% 61
2023
Q4 		$1.65M Buy
10,927
+578
+6% +$87.4K 0.43% 60
2023
Q3 		$1.75M Buy
10,349
+1,071
+12% +$173K 0.53% 39
2023
Q2 		$1.46M Buy
9,278
+504
+6% +$80.8K 0.43% 55
2023
Q1 		$1.43M Buy
8,774
+3,524
+67% +$591K 0.45% 51
2022
Q4 		$942K Sell
5,250
-171
-3% -$29.8K 0.36% 66
2022
Q3 		$779K Buy
5,421
+349
+7% +$53.2K 0.32% 75
2022
Q2 		$734K Buy
5,072
+173
+4% +$28.6K 0.31% 77
2022
Q1 		$798K Buy
4,899
+1,030
+27% +$148K 0.28% 73
2021
Q4 		$454K Buy
3,869
+66
+2% +$7.5K 0.16% 124
2021
Q3 		$386K Sell
3,803
-533
-12% -$53.2K 0.15% 132
2021
Q2 		$454K Sell
4,336
-4
-0.1% -$422 0.19% 114
2021
Q1 		$455K Buy
+4,340
New +$424K 0.22% 104
2020
Q3 		– Sell
-2,584
Closed -$231K – 127
2020
Q2 		$231K Buy
2,584
+97
+4% +$8.68K 0.16% 124
2020
Q1 		$180K Buy
2,487
+1,299
+109% +$128K 0.13% 130
2019
Q4 		$143K Buy
+1,188
New +$140K 0.1% 124

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

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

EPG Wealth Management reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $335K and leaving 13,100 shares worth $2.17M. The position accounts for 0.52% of the portfolio, ranked #52.

EPG Wealth Management first reported a position in CVX in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.08M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • EPG Wealth Management held 13,100 shares of Chevron worth $2.17M as of Q2 2026.
  • EPG Wealth Management sold 1,800 Chevron shares in Q2 2026, an estimated $335K.
  • Chevron made up 0.52% of EPG Wealth Management's portfolio in Q2 2026, its #52 holding.
  • EPG Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 24 quarters since.
  • EPG Wealth Management's Chevron position peaked at $3.08M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.