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ForthRight Wealth Management’s Chevron CVX Stock Holding History

ForthRight 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 		– Sell
-1,492
Closed -$309K – 77
2026
Q1 		$309K Hold
1,492
– – 0.09% 61
2025
Q4 		$227K Hold
1,492
– – 0.07% 67
2025
Q3 		$232K Hold
1,492
– – 0.07% 65
2025
Q2 		$214K Hold
1,492
– – 0.07% 63
2025
Q1 		$250K Sell
1,492
-77
-5% -$12.1K 0.08% 54
2024
Q4 		$227K Buy
1,569
+39
+3% +$5.97K 0.08% 59
2024
Q3 		$225K Buy
1,530
+49
+3% +$7.29K 0.08% 59
2024
Q2 		$232K Buy
1,481
+5
+0.3% +$797 0.08% 59
2024
Q1 		$233K Buy
1,476
+5
+0.3% +$755 0.08% 60
2023
Q4 		$219K Sell
1,471
-5
-0.3% -$756 0.09% 56
2023
Q3 		$249K Buy
1,476
+14
+1% +$2.26K 0.11% 48
2023
Q2 		$230K Sell
1,462
-170
-10% -$27.3K 0.1% 53
2023
Q1 		$266K Buy
1,632
+179
+12% +$30K 0.12% 43
2022
Q4 		$261K Buy
1,453
+4
+0.3% +$698 0.13% 42
2022
Q3 		$208K Sell
1,449
-435
-23% -$66.3K 0.12% 44
2022
Q2 		$273K Buy
1,884
+3
+0.2% +$496 0.15% 38
2022
Q1 		$306K Sell
1,881
-34
-2% -$4.88K 0.16% 35
2021
Q4 		$225K Sell
1,915
-84
-4% -$9.54K 0.12% 41
2021
Q3 		$203K Buy
+1,999
New +$199K 0.12% 37
2021
Q1 		– Sell
-1,404
Closed -$119K – 65
2020
Q4 		$119K Buy
+1,404
New +$114K 0.09% 41

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

ForthRight Wealth Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,492 shares — an estimated $309K sold.

ForthRight Wealth Management first reported a position in CVX in Q4 2020 and held it in 20 quarters. The position peaked at $309K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ForthRight Wealth Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,492 Chevron shares in Q2 2026, an estimated $309K.
  • ForthRight Wealth Management first reported a position in Chevron in Q4 2020 and held it in 20 quarters.
  • ForthRight Wealth Management's Chevron position peaked at $309K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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