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Focused Wealth Management’s Chevron CVX Stock Holding History

Focused 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
2025
Q4 		– Sell
-1,400
Closed -$217K – 219
2025
Q3 		$217K Buy
+1,400
New +$217K 0.02% 175
2025
Q1 		– Sell
-2,200
Closed -$22 – 201
2024
Q4 		$22 Hold
2,200
– – ﹤0.01% 185
2024
Q3 		$324K Hold
2,200
– – 0.04% 146
2024
Q2 		$344K Sell
2,200
-2,600
-54% -$415K 0.05% 125
2024
Q1 		$757K Buy
+4,800
New +$724K 0.12% 72
2022
Q4 		– Sell
-2,400
Closed -$1K – 1110
2022
Q3 		$1K Buy
+2,400
New +$366K ﹤0.01% 821

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

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

Focused Wealth Management increased its Chevron (CVX) stake by 30% in Q2 2026, buying an estimated $125K and bringing the position to 2,928 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #138.

Focused Wealth Management first reported a position in CVX in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.66M in Q3 2017. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Focused Wealth Management held 2,928 shares of Chevron worth $485K as of Q2 2026.
  • Focused Wealth Management bought 673 Chevron shares in Q2 2026, an estimated $125K.
  • Chevron made up 0.04% of Focused Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Focused Wealth Management first reported a position in Chevron in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Chevron position peaked at $1.66M in Q3 2017.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.