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FWL Investment Management’s Chevron CVX Stock Holding History

FWL Investment 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 		$5.46M Buy
32,928
+20,302
+161% +$3.78M 1% 32
2026
Q1 		$2.61M Buy
12,626
+5,949
+89% +$1.08M 0.57% 37
2025
Q4 		$1.02M Buy
6,677
+841
+14% +$128K 0.24% 57
2025
Q3 		$906K Buy
5,836
+3,676
+170% +$569K 0.24% 55
2025
Q2 		$309K Buy
+2,160
New +$305K 0.09% 76
2025
Q1 		– Sell
-56
Closed -$8.11K – 303
2024
Q4 		$8.11K Hold
56
– – ﹤0.01% 251
2024
Q3 		$8.25K Hold
56
– – ﹤0.01% 245
2024
Q2 		$8.76K Hold
56
– – ﹤0.01% 195
2024
Q1 		$8.83K Sell
56
-140
-71% -$21.1K ﹤0.01% 171
2023
Q4 		$29.2K Sell
196
-282
-59% -$42.6K 0.02% 115
2023
Q3 		$80.6K Buy
+478
New +$77.2K 0.05% 63
2023
Q1 		– Sell
-626
Closed -$112K – 98
2022
Q4 		$112K Buy
+626
New +$109K 0.09% 68

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

FWL Investment Management's CVX Position: Q2 2026 in Review

FWL Investment Management increased its Chevron (CVX) stake by 161% in Q2 2026, buying an estimated $3.78M and bringing the position to 32,928 shares worth $5.46M. The position accounts for 1% of the portfolio, ranked #32.

FWL Investment Management first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • FWL Investment Management held 32,928 shares of Chevron worth $5.46M as of Q2 2026.
  • FWL Investment Management bought 20,302 Chevron shares in Q2 2026, an estimated $3.78M.
  • Chevron made up 1% of FWL Investment Management's portfolio in Q2 2026, its #32 holding.
  • FWL Investment Management first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.