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GeoWealth Management’s Chevron CVX Stock Holding History

GeoWealth 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 		$1.83M Buy
11,064
+962
+10% +$179K 0.06% 191
2026
Q1 		$2.09M Buy
10,102
+855
+9% +$156K 0.08% 156
2025
Q4 		$1.41M Sell
9,247
-860
-9% -$131K 0.05% 214
2025
Q3 		$1.57M Buy
10,107
+1,050
+12% +$163K 0.06% 207
2025
Q2 		$1.3M Sell
9,057
-708
-7% -$99.8K 0.05% 210
2025
Q1 		$1.63M Sell
9,765
-3,342
-25% -$523K 0.07% 178
2024
Q4 		$1.9M Sell
13,107
-1,555
-11% -$238K 0.06% 188
2024
Q3 		$2.16M Sell
14,662
-1,758
-11% -$262K 0.08% 173
2024
Q2 		$2.57M Buy
16,420
+1,262
+8% +$201K 0.11% 134
2024
Q1 		$2.39M Buy
15,158
+3,271
+28% +$494K 0.09% 155
2023
Q4 		$1.77M Buy
11,887
+9,637
+428% +$1.46M 0.15% 134
2023
Q3 		$379K Buy
2,250
+24
+1% +$3.88K 0.04% 219
2023
Q2 		$350K Sell
2,226
-3
-0.1% -$481 0.04% 202
2023
Q1 		$364K Sell
2,229
-281
-11% -$47.1K 0.04% 159
2022
Q4 		$451K Sell
2,510
-18
-0.7% -$3.14K 0.05% 156
2022
Q3 		$363K Sell
2,528
-1,011
-29% -$154K 0.04% 187
2022
Q2 		$512K Sell
3,539
-617
-15% -$102K 0.07% 158
2022
Q1 		$676K Sell
4,156
-977
-19% -$140K 0.06% 178
2021
Q4 		$603K Buy
5,133
+404
+9% +$45.9K 0.05% 183
2021
Q3 		$480K Sell
4,729
-54
-1% -$5.39K 0.04% 222
2021
Q2 		$501K Buy
4,783
+692
+17% +$73.1K 0.06% 146
2021
Q1 		$429K Buy
4,091
+3,574
+691% +$349K 0.07% 127
2020
Q4 		$46K Buy
+517
New +$41.9K 0.01% 206
2020
Q3 		– Sell
-8,958
Closed -$800K – 164
2020
Q2 		$800K Buy
+8,958
New +$802K 0.33% 72
2020
Q1 		– Sell
-3,292
Closed -$397K – 94
2019
Q4 		$397K Sell
3,292
-1,683
-34% -$198K 0.21% 62
2019
Q3 		$590K Buy
4,975
+1,783
+56% +$217K 0.13% 92
2019
Q2 		$397K Buy
+3,192
New +$386K 1.04% 25

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GeoWealth Management's CVX Position: Q2 2026 in Review

GeoWealth Management increased its Chevron (CVX) stake by 9.5% in Q2 2026, buying an estimated $179K and bringing the position to 11,064 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #191.

GeoWealth Management first reported a position in CVX in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.57M in Q2 2024. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • GeoWealth Management held 11,064 shares of Chevron worth $1.83M as of Q2 2026.
  • GeoWealth Management bought 962 Chevron shares in Q2 2026, an estimated $179K.
  • Chevron made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #191 holding.
  • GeoWealth Management first reported a position in Chevron in Q2 2019 and has held it in 27 quarters since.
  • GeoWealth Management's Chevron position peaked at $2.57M in Q2 2024.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.