Granite Bay Wealth Management’s Chevron CVX Stock Holding History

Granite Bay 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	$2.08M	Buy	12,570 +11,474	+1,047%	+$2.14M	0.19%	64
2026 Q1	$227K	Buy	+1,096	New	+$200K	0.05%	87
2024 Q2	–	Sell	-24,048	Closed	-$3.79M	–	73
2024 Q1	$3.79M	Buy	+24,048	New	+$3.63M	2.16%	17
2023 Q2	–	Sell	-1,346	Closed	-$220K	–	48
2023 Q1	$220K	Sell	1,346 -13	-1%	-$2.18K	0.15%	72
2022 Q4	$244K	Buy	+1,359	New	+$237K	0.16%	57

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Granite Bay Wealth Management's CVX Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Chevron (CVX) stake by 1,047% in Q2 2026, buying an estimated $2.14M and bringing the position to 12,570 shares worth $2.08M. The position accounts for 0.19% of the portfolio, ranked #64.

Granite Bay Wealth Management first reported a position in CVX in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.79M in Q1 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Granite Bay Wealth Management held 12,570 shares of Chevron worth $2.08M as of Q2 2026.
Granite Bay Wealth Management bought 11,474 Chevron shares in Q2 2026, an estimated $2.14M.
Chevron made up 0.19% of Granite Bay Wealth Management's portfolio in Q2 2026, its #64 holding.
Granite Bay Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 5 quarters since.
Granite Bay Wealth Management's Chevron position peaked at $3.79M in Q1 2024.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.