GC Wealth Management RIA’s Chevron CVX Stock Holding History

GC Wealth Management RIA’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	$5.44M	Sell	32,827 -1,737	-5%	-$323K	0.31%	67
2026 Q1	$7.15M	Sell	34,564 -1,844	-5%	-$336K	0.3%	52
2025 Q4	$5.55M	Sell	36,408 -23,709	-39%	-$3.61M	0.2%	73
2025 Q3	$9.34M	Buy	60,117 +33,518	+126%	+$5.19M	0.31%	50
2025 Q2	$3.81M	Buy	26,599 +8,227	+45%	+$1.16M	0.31%	65
2025 Q1	$3.07M	Buy	18,372 +169	+0.9%	+$26.5K	0.56%	41
2024 Q4	$2.64M	Buy	18,203 +1,587	+10%	+$243K	0.46%	49
2024 Q3	$2.45M	Sell	16,616 -532	-3%	-$79.2K	0.43%	52
2024 Q2	$2.68M	Buy	17,148 +22	+0.1%	+$3.51K	0.53%	36
2024 Q1	$2.7M	Buy	17,126 +1,390	+9%	+$210K	0.54%	33
2023 Q4	$2.35M	Buy	+15,736	New	+$2.38M	1.06%	20

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GC Wealth Management RIA's CVX Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Chevron (CVX) stake by 5% in Q2 2026, selling an estimated $323K and leaving 32,827 shares worth $5.44M. The position accounts for 0.31% of the portfolio, ranked #67.

GC Wealth Management RIA first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.34M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

GC Wealth Management RIA held 32,827 shares of Chevron worth $5.44M as of Q2 2026.
GC Wealth Management RIA sold 1,737 Chevron shares in Q2 2026, an estimated $323K.
Chevron made up 0.31% of GC Wealth Management RIA's portfolio in Q2 2026, its #67 holding.
GC Wealth Management RIA first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Chevron position peaked at $9.34M in Q3 2025.
4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.