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Global Wealth Management Investment Advisory’s Chevron CVX Stock Holding History

Global Wealth Management Investment Advisory’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 		$13.1M Buy
78,955
+3,735
+5% +$695K 1.86% 16
2026
Q1 		$15.6M Sell
75,220
-1,376
-2% -$251K 2.44% 9
2025
Q4 		$11.7M Buy
76,596
+3,979
+5% +$606K 1.87% 15
2025
Q3 		$11.3M Buy
72,617
+4,730
+7% +$733K 1.89% 15
2025
Q2 		$9.72M Buy
67,887
+1,859
+3% +$262K 1.82% 15
2025
Q1 		$11M Buy
66,028
+2,639
+4% +$413K 2.21% 11
2024
Q4 		$9.18M Buy
63,389
+6,149
+11% +$941K 1.89% 16
2024
Q3 		$8.43M Buy
57,240
+7,845
+16% +$1.17M 1.82% 16
2024
Q2 		$7.73M Buy
49,395
+2,589
+6% +$413K 1.8% 16
2024
Q1 		$7.38M Buy
46,806
+5,228
+13% +$789K 1.81% 16
2023
Q4 		$6.2M Buy
41,578
+5,402
+15% +$817K 1.59% 17
2023
Q3 		$6.1M Buy
36,176
+5,474
+18% +$884K 1.71% 15
2023
Q2 		$4.83M Buy
30,702
+4,550
+17% +$729K 1.33% 19
2023
Q1 		$4.27M Buy
26,152
+795
+3% +$133K 1.28% 19
2022
Q4 		$4.55M Sell
25,357
-459
-2% -$80.1K 1.48% 18
2022
Q3 		$3.71M Buy
25,816
+1,132
+5% +$173K 1.32% 21
2022
Q2 		$3.57M Sell
24,684
-10,826
-30% -$1.79M 1.21% 26
2022
Q1 		$5.78M Sell
35,510
-2,228
-6% -$320K 1.72% 15
2021
Q4 		$4.43M Buy
37,738
+775
+2% +$88K 1.33% 20
2021
Q3 		$3.75M Buy
36,963
+6,962
+23% +$694K 1.19% 25
2021
Q2 		$3.14M Buy
30,001
+282
+0.9% +$29.8K 1.05% 31
2021
Q1 		$3.11M Buy
29,719
+993
+3% +$97K 1.12% 31
2020
Q4 		$2.43M Buy
28,726
+1,192
+4% +$96.5K 0.94% 35
2020
Q3 		$1.98M Sell
27,534
-1,103
-4% -$92.8K 0.86% 39
2020
Q2 		$2.56M Sell
28,637
-612
-2% -$54.8K 1.09% 29
2020
Q1 		$2.12M Buy
29,249
+4,798
+20% +$474K 1.07% 30
2019
Q4 		$2.95M Buy
24,451
+1,706
+8% +$201K 1.25% 27
2019
Q3 		$2.7M Buy
22,745
+395
+2% +$48K 1.23% 28
2019
Q2 		$2.78M Sell
22,350
-3,424
-13% -$414K 1.35% 24
2019
Q1 		$3.17M Buy
25,774
+1,252
+5% +$148K 1.65% 13
2018
Q4 		$2.67M Buy
+24,522
New +$2.84M 1.55% 11

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's CVX Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Chevron (CVX) stake by 5% in Q2 2026, buying an estimated $695K and bringing the position to 78,955 shares worth $13.1M. The position accounts for 1.86% of the portfolio, ranked #16.

Global Wealth Management Investment Advisory first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.6M in Q1 2026. 2,399 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Global Wealth Management Investment Advisory held 78,955 shares of Chevron worth $13.1M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 3,735 Chevron shares in Q2 2026, an estimated $695K.
  • Chevron made up 1.86% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #16 holding.
  • Global Wealth Management Investment Advisory first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Chevron position peaked at $15.6M in Q1 2026.
  • 2,399 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.