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GDS Wealth Management’s Chevron CVX Stock Holding History

GDS 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 		$739K Buy
4,457
+1,048
+31% +$195K 0.04% 114
2026
Q1 		$705K Sell
3,409
-921
-21% -$168K 0.04% 104
2025
Q4 		$660K Buy
4,330
+110
+3% +$16.8K 0.04% 109
2025
Q3 		$655K Buy
4,220
+2,514
+147% +$389K 0.04% 109
2025
Q2 		$244K Hold
1,706
– – 0.02% 154
2025
Q1 		$285K Buy
1,706
+72
+4% +$11.3K 0.02% 139
2024
Q4 		$237K Sell
1,634
-266
-14% -$40.7K 0.02% 153
2024
Q3 		$280K Sell
1,900
-603
-24% -$89.8K 0.03% 140
2024
Q2 		$392K Buy
2,503
+163
+7% +$26K 0.04% 100
2024
Q1 		$369K Buy
2,340
+246
+12% +$37.1K 0.04% 107
2023
Q4 		$312K Buy
2,094
+447
+27% +$67.6K 0.04% 106
2023
Q3 		$278K Sell
1,647
-302
-15% -$48.8K 0.04% 102
2023
Q2 		$307K Buy
+1,949
New +$312K 0.05% 103

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

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

GDS Wealth Management increased its Chevron (CVX) stake by 31% in Q2 2026, buying an estimated $195K and bringing the position to 4,457 shares worth $739K. The position accounts for 0.04% of the portfolio, ranked #114.

GDS Wealth Management first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • GDS Wealth Management held 4,457 shares of Chevron worth $739K as of Q2 2026.
  • GDS Wealth Management bought 1,048 Chevron shares in Q2 2026, an estimated $195K.
  • Chevron made up 0.04% of GDS Wealth Management's portfolio in Q2 2026, its #114 holding.
  • GDS Wealth Management first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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