Gerber Kawasaki Wealth & Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
6,817
+142
| +2% | +$26.4K | 0.03% | 164 |
|
|
2026
Q1 | $1.38M | Buy |
6,675
+95
| +1% | +$17.3K | 0.04% | 141 |
|
|
2025
Q4 | $1M | Buy |
6,580
+695
| +12% | +$106K | 0.04% | 159 |
|
|
2025
Q3 | $914K | Buy |
5,885
+271
| +5% | +$42K | 0.03% | 166 |
|
|
2025
Q2 | $804K | Buy |
5,614
+98
| +2% | +$13.8K | 0.03% | 162 |
|
|
2025
Q1 | $923K | Buy |
5,516
+651
| +13% | +$102K | 0.04% | 146 |
|
|
2024
Q4 | $705K | Buy |
4,865
+263
| +6% | +$40.3K | 0.03% | 158 |
|
|
2024
Q3 | $678K | Sell |
4,602
-566
| -11% | -$84.2K | 0.03% | 156 |
|
|
2024
Q2 | $808K | Buy |
5,168
+29
| +0.6% | +$4.62K | 0.04% | 140 |
|
|
2024
Q1 | $811K | Buy |
5,139
+131
| +3% | +$19.8K | 0.04% | 142 |
|
|
2023
Q4 | $747K | Buy |
5,008
+346
| +7% | +$52.3K | 0.04% | 145 |
|
|
2023
Q3 | $786K | Buy |
4,662
+766
| +20% | +$124K | 0.05% | 139 |
|
|
2023
Q2 | $613K | Buy |
3,896
+84
| +2% | +$13.5K | 0.04% | 151 |
|
|
2023
Q1 | $622K | Hold |
3,812
| – | – | 0.05% | 153 |
|
|
2022
Q4 | $684K | Sell |
3,812
-65
| -2% | -$11.3K | 0.06% | 148 |
|
|
2022
Q3 | $557K | Buy |
3,877
+124
| +3% | +$18.9K | 0.05% | 152 |
|
|
2022
Q2 | $543K | Sell |
3,753
-112
| -3% | -$18.5K | 0.05% | 153 |
|
|
2022
Q1 | $629K | Buy |
3,865
+1,516
| +65% | +$217K | 0.05% | 144 |
|
|
2021
Q4 | $275K | Sell |
2,349
-527
| -18% | -$59.9K | 0.02% | 222 |
|
|
2021
Q3 | $291K | Sell |
2,876
-26
| -0.9% | -$2.59K | 0.04% | 144 |
|
|
2021
Q2 | $303K | Buy |
2,902
+856
| +42% | +$90.4K | 0.03% | 191 |
|
|
2021
Q1 | $214K | Buy |
+2,046
| New | +$200K | 0.03% | 199 |
|
|
2020
Q3 | – | Sell |
-2,939
| Closed | -$262K | – | 131 |
|
|
2020
Q2 | $262K | Sell |
2,939
-315
| -10% | -$28.2K | 0.06% | 113 |
|
|
2020
Q1 | $235K | Buy |
3,254
+447
| +16% | +$44.2K | 0.07% | 109 |
|
|
2019
Q4 | $338K | Sell |
2,807
-1,337
| -32% | -$157K | 0.09% | 93 |
|
|
2019
Q3 | $491K | Buy |
4,144
+1,736
| +72% | +$211K | 0.14% | 77 |
|
|
2019
Q2 | $299K | Buy |
2,408
+111
| +5% | +$13.4K | 0.09% | 95 |
|
|
2019
Q1 | $282K | Buy |
2,297
+14
| +0.6% | +$1.66K | 0.08% | 94 |
|
|
2018
Q4 | $248K | Sell |
2,283
-41
| -2% | -$4.75K | 0.09% | 90 |
|
|
2018
Q3 | $289K | Sell |
2,324
-327
| -12% | -$39.7K | 0.08% | 97 |
|
|
2018
Q2 | $329K | Buy |
2,651
+358
| +16% | +$44.4K | 0.1% | 75 |
|
|
2018
Q1 | $261K | Hold |
2,293
| – | – | 0.08% | 97 |
|
|
2017
Q4 | $287K | Sell |
2,293
-160
| -7% | -$19K | 0.1% | 92 |
|
|
2017
Q3 | $288K | Sell |
2,453
-176
| -7% | -$19.2K | 0.11% | 87 |
|
|
2017
Q2 | $270K | Sell |
2,629
-1,620
| -38% | -$172K | 0.1% | 99 |
|
|
2017
Q1 | $461K | Sell |
4,249
-806
| -16% | -$90.4K | 0.2% | 75 |
|
|
2016
Q4 | $594K | Sell |
5,055
-477
| -9% | -$51.9K | 0.31% | 62 |
|
|
2016
Q3 | $569K | Sell |
5,532
-215
| -4% | -$22K | 0.33% | 55 |
|
|
2016
Q2 | $602K | Buy |
5,747
+1,013
| +21% | +$102K | 0.38% | 48 |
|
|
2016
Q1 | $451K | Sell |
4,734
-1,885
| -28% | -$165K | 0.31% | 54 |
|
|
2015
Q4 | $595K | Buy |
+6,619
| New | +$597K | 0.4% | 50 |
|
Other funds holding CVX
Gerber Kawasaki Wealth & Investment Management's CVX Position: Q2 2026 in Review
Gerber Kawasaki Wealth & Investment Management increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $26.4K and bringing the position to 6,817 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #164.
Gerber Kawasaki Wealth & Investment Management first reported a position in CVX in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.38M in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Gerber Kawasaki Wealth & Investment Management held 6,817 shares of Chevron worth $1.13M as of Q2 2026.
- Gerber Kawasaki Wealth & Investment Management bought 142 Chevron shares in Q2 2026, an estimated $26.4K.
- Chevron made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #164 holding.
- Gerber Kawasaki Wealth & Investment Management first reported a position in Chevron in Q4 2015 and has held it in 41 quarters since.
- Gerber Kawasaki Wealth & Investment Management's Chevron position peaked at $1.38M in Q1 2026.
- 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.