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Finer Wealth Management’s Chevron CVX Stock Holding History

Finer 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 		$2.54M Sell
15,316
-107
-0.7% -$19.9K 1.13% 23
2026
Q1 		$3.19M Sell
15,423
-92
-0.6% -$16.8K 1.6% 19
2025
Q4 		$2.36M Sell
15,515
-86
-0.6% -$13.1K 1.14% 26
2025
Q3 		$2.42M Sell
15,601
-179
-1% -$27.7K 1.21% 28
2025
Q2 		$2.26M Sell
15,780
-331
-2% -$46.7K 1.21% 26
2025
Q1 		$2.7M Buy
16,111
+658
+4% +$103K 1.61% 19
2024
Q4 		$2.24M Sell
15,453
-246
-2% -$37.7K 1.28% 24
2024
Q3 		$2.31M Sell
15,699
-104
-0.7% -$15.5K 1.43% 21
2024
Q2 		$2.47M Buy
15,803
+273
+2% +$43.5K 1.59% 17
2024
Q1 		$2.45M Sell
15,530
-134
-0.9% -$20.2K 1.61% 18
2023
Q4 		$2.34M Sell
15,664
-413
-3% -$62.5K 1.74% 18
2023
Q3 		$2.71M Sell
16,077
-581
-3% -$93.8K 2.17% 13
2023
Q2 		$2.62M Sell
16,658
-141
-0.8% -$22.6K 2.05% 13
2023
Q1 		$2.74M Buy
16,799
+598
+4% +$100K 2.32% 11
2022
Q4 		$2.91M Buy
16,201
+301
+2% +$52.5K 2.72% 10
2022
Q3 		$2.28M Buy
15,900
+335
+2% +$51.1K 2.25% 14
2022
Q2 		$2.25M Buy
15,565
+1,440
+10% +$238K 2.06% 16
2022
Q1 		$2.3M Buy
14,125
+861
+6% +$123K 1.88% 18
2021
Q4 		$1.56M Buy
+13,264
New +$1.51M 1.29% 24

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

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

Finer Wealth Management reduced its Chevron (CVX) stake by 0.69% in Q2 2026, selling an estimated $19.9K and leaving 15,316 shares worth $2.54M. The position accounts for 1.13% of the portfolio, ranked #23.

Finer Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.19M in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Finer Wealth Management held 15,316 shares of Chevron worth $2.54M as of Q2 2026.
  • Finer Wealth Management sold 107 Chevron shares in Q2 2026, an estimated $19.9K.
  • Chevron made up 1.13% of Finer Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Finer Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's Chevron position peaked at $3.19M in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.