Forza Wealth Management’s Chevron CVX Stock Holding History

Forza 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	$1.92M	Hold	11,570	–	–	0.59%	46
2026 Q1	$2.39M	Buy	11,570 +20	+0.2%	+$3.65K	0.83%	35
2025 Q4	$1.76M	Hold	11,550	–	–	0.64%	42
2025 Q3	$1.79M	Hold	11,550	–	–	0.69%	42
2025 Q2	$1.65M	Buy	11,550 +700	+6%	+$98.7K	0.68%	42
2025 Q1	$1.82M	Buy	10,850 +116	+1%	+$18.2K	0.82%	35
2024 Q4	$1.55M	Sell	10,734 -60	-0.6%	-$9.18K	0.71%	39
2024 Q3	$1.59M	Sell	10,794 -163	-1%	-$24.3K	0.73%	39
2024 Q2	$1.71M	Buy	10,957 +58	+0.5%	+$9.25K	0.88%	35
2024 Q1	$1.72M	Buy	10,899 +110	+1%	+$16.6K	0.89%	31
2023 Q4	$1.61M	Sell	10,789 -1,014	-9%	-$153K	0.89%	32
2023 Q3	$1.99M	Buy	11,803 +850	+8%	+$137K	1.03%	24
2023 Q2	$1.72M	Sell	10,953 -126	-1%	-$20.2K	0.87%	29
2023 Q1	$1.81M	Buy	11,079 +888	+9%	+$149K	0.93%	25
2022 Q4	$1.83M	Buy	+10,191	New	+$1.78M	1.21%	22

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Forza Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 11,570 shares worth $1.92M. The position accounts for 0.59% of the portfolio, ranked #46.

Forza Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.39M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Forza Wealth Management held 11,570 shares of Chevron worth $1.92M as of Q2 2026.
Forza Wealth Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.59% of Forza Wealth Management's portfolio in Q2 2026, its #46 holding.
Forza Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Chevron position peaked at $2.39M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.