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Glass Wealth Management’s Chevron CVX Stock Holding History

Glass 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 		$4.9M Buy
29,558
+240
+0.8% +$44.7K 1.64% 22
2026
Q1 		$6.07M Buy
29,318
+1,183
+4% +$216K 2.35% 16
2025
Q4 		$4.29M Buy
28,135
+2,168
+8% +$330K 1.76% 20
2025
Q3 		$4.03M Buy
25,967
+3,480
+15% +$539K 1.8% 20
2025
Q2 		$3.22M Buy
22,487
+7
+0% +$987 1.71% 20
2025
Q1 		$3.76M Sell
22,480
-1,187
-5% -$186K 2.26% 15
2024
Q4 		$3.43M Sell
23,667
-1,262
-5% -$193K 1.86% 17
2024
Q3 		$3.67M Buy
24,929
+1,372
+6% +$204K 2.03% 18
2024
Q2 		$3.68M Buy
23,557
+420
+2% +$67K 2.15% 15
2024
Q1 		$3.65M Buy
+23,137
New +$3.49M 2.23% 15

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

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

Glass Wealth Management increased its Chevron (CVX) stake by 0.82% in Q2 2026, buying an estimated $44.7K and bringing the position to 29,558 shares worth $4.9M. The position accounts for 1.64% of the portfolio, ranked #22.

Glass Wealth Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.07M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Glass Wealth Management held 29,558 shares of Chevron worth $4.9M as of Q2 2026.
  • Glass Wealth Management bought 240 Chevron shares in Q2 2026, an estimated $44.7K.
  • Chevron made up 1.64% of Glass Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Glass Wealth Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Glass Wealth Management's Chevron position peaked at $6.07M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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