FMB Wealth Management’s Chevron CVX Stock Holding History

FMB 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	$1.29M	Hold	7,787	–	–	0.47%	34
2026 Q1	$1.61M	Sell	7,787 -573	-7%	-$104K	0.67%	28
2025 Q4	$1.27M	Sell	8,360 -40	-0.5%	-$6.09K	0.5%	34
2025 Q3	$1.3M	Sell	8,400 -23	-0.3%	-$3.56K	0.55%	32
2025 Q2	$1.21M	Buy	8,423 +208	+3%	+$29.3K	0.57%	31
2025 Q1	$1.37M	Buy	8,215 +3,892	+90%	+$609K	0.76%	26
2024 Q4	$626K	Sell	4,323 -20	-0.5%	-$3.06K	0.35%	43
2024 Q3	$640K	Sell	4,343 -1	-0%	-$149	0.36%	41
2024 Q2	$679K	Sell	4,344 -6	-0.1%	-$957	0.52%	37
2024 Q1	$686K	Sell	4,350 -294	-6%	-$44.4K	0.55%	34
2023 Q4	$693K	Buy	4,644 +2,004	+76%	+$303K	0.63%	30
2023 Q3	$445K	Buy	2,640 +826	+46%	+$133K	0.48%	35
2023 Q2	$285K	Buy	1,814 +574	+46%	+$92K	0.3%	42
2023 Q1	$202K	Sell	1,240 -260	-17%	-$43.6K	0.24%	50
2022 Q4	$269K	Buy	+1,500	New	+$262K	0.35%	39

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

FMB Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 7,787 shares worth $1.29M. The position accounts for 0.47% of the portfolio, ranked #34.

FMB Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q1 2026. 2,640 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

FMB Wealth Management held 7,787 shares of Chevron worth $1.29M as of Q2 2026.
FMB Wealth Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.47% of FMB Wealth Management's portfolio in Q2 2026, its #34 holding.
FMB Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
FMB Wealth Management's Chevron position peaked at $1.61M in Q1 2026.
2,640 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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