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FWG Holdings’s Chevron CVX Stock Holding History

FWG Holdings’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 		$390K Buy
2,004
+42
+2% +$7.82K 0.14% 97
2026
Q1 		$390K Sell
1,962
-121
-6% -$22.1K 0.15% 95
2025
Q4 		$368K Buy
2,083
+34
+2% +$5.18K 0.14% 102
2025
Q3 		$318K Sell
2,049
-160
-7% -$24.8K 0.14% 96
2025
Q2 		$334K Sell
2,209
-1,537
-41% -$217K 0.16% 92
2025
Q1 		$522K Sell
3,746
-1,404
-27% -$220K 0.26% 69
2024
Q4 		$769K Sell
5,150
-314
-6% -$48.1K 0.37% 45
2024
Q3 		$823K Sell
5,464
-413
-7% -$61.5K 0.41% 36
2024
Q2 		$906K Buy
5,877
+314
+6% +$50.1K 0.45% 37
2024
Q1 		$920K Buy
5,563
+275
+5% +$41.5K 0.49% 33
2023
Q4 		$791K Buy
5,288
+316
+6% +$47.8K 0.47% 33
2023
Q3 		$830K Buy
4,972
+390
+9% +$63K 0.55% 32
2023
Q2 		$733K Buy
4,582
+59
+1% +$9.46K 0.46% 35
2023
Q1 		$738K Sell
4,523
-1,625
-26% -$272K 0.53% 33
2022
Q4 		$1.1M Buy
6,148
+657
+12% +$115K 0.77% 25
2022
Q3 		$789K Buy
5,491
+792
+17% +$121K 0.59% 30
2022
Q2 		$680K Buy
+4,699
New +$777K 0.59% 30

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

FWG Holdings's CVX Position: Q2 2026 in Review

FWG Holdings increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $7.82K and bringing the position to 2,004 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #97.

FWG Holdings first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • FWG Holdings held 2,004 shares of Chevron worth $390K as of Q2 2026.
  • FWG Holdings bought 42 Chevron shares in Q2 2026, an estimated $7.82K.
  • Chevron made up 0.14% of FWG Holdings's portfolio in Q2 2026, its #97 holding.
  • FWG Holdings first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • FWG Holdings's Chevron position peaked at $1.1M in Q4 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.