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Fonville Wealth Management’s Chevron CVX Stock Holding History

Fonville 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 		$234K Buy
1,409
+79
+6% +$14.7K 0.04% 138
2026
Q1 		$275K Buy
+1,330
New +$243K 0.05% 110
2024
Q4 		– Sell
-1,584
Closed -$233K – 109
2024
Q3 		$233K Buy
+1,584
New +$236K 0.08% 107

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

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

Fonville Wealth Management increased its Chevron (CVX) stake by 5.9% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,409 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #138.

Fonville Wealth Management first reported a position in CVX in Q3 2024 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fonville Wealth Management held 1,409 shares of Chevron worth $234K as of Q2 2026.
  • Fonville Wealth Management bought 79 Chevron shares in Q2 2026, an estimated $14.7K.
  • Chevron made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Fonville Wealth Management first reported a position in Chevron in Q3 2024 and has held it in 3 quarters since.
  • Fonville Wealth Management's Chevron position peaked at $275K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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