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GK Wealth Management’s Chevron CVX Stock Holding History

GK 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 		$546K Sell
3,297
-596
-15% -$111K 0.29% 84
2026
Q1 		$820K Buy
3,893
+706
+22% +$129K 0.71% 22
2025
Q4 		$486K Sell
3,187
-174
-5% -$26.5K 0.32% 80
2025
Q3 		$522K Sell
3,361
-44
-1% -$6.81K 0.38% 66
2025
Q2 		$488K Buy
3,405
+315
+10% +$44.4K 0.44% 58
2025
Q1 		$517K Buy
3,090
+91
+3% +$14.2K 0.59% 44
2024
Q4 		$434K Buy
+2,999
New +$459K 0.55% 44

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

GK Wealth Management reduced its Chevron (CVX) stake by 15% in Q2 2026, selling an estimated $111K and leaving 3,297 shares worth $546K. The position accounts for 0.29% of the portfolio, ranked #84.

GK Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $820K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • GK Wealth Management held 3,297 shares of Chevron worth $546K as of Q2 2026.
  • GK Wealth Management sold 596 Chevron shares in Q2 2026, an estimated $111K.
  • Chevron made up 0.29% of GK Wealth Management's portfolio in Q2 2026, its #84 holding.
  • GK Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • GK Wealth Management's Chevron position peaked at $820K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.