Grant Private Wealth Management’s Chevron CVX Stock Holding History

Grant Private 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	$630K	Buy	3,799 +426	+13%	+$79.3K	0.27%	76
2026 Q1	$698K	Buy	3,373 +491	+17%	+$89.5K	0.37%	62
2025 Q4	$439K	Buy	2,882 +349	+14%	+$53.2K	0.27%	83
2025 Q3	$393K	Sell	2,533 -15,376	-86%	-$2.38M	0.24%	90
2025 Q2	$2.56M	Buy	17,909 +15,648	+692%	+$2.21M	1.45%	25
2025 Q1	$378K	Buy	2,261 +264	+13%	+$41.3K	0.41%	72
2024 Q4	$289K	Buy	+1,997	New	+$306K	0.31%	86

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Grant Private Wealth Management's CVX Position: Q2 2026 in Review

Grant Private Wealth Management increased its Chevron (CVX) stake by 13% in Q2 2026, buying an estimated $79.3K and bringing the position to 3,799 shares worth $630K. The position accounts for 0.27% of the portfolio, ranked #76.

Grant Private Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q2 2025. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Grant Private Wealth Management held 3,799 shares of Chevron worth $630K as of Q2 2026.
Grant Private Wealth Management bought 426 Chevron shares in Q2 2026, an estimated $79.3K.
Chevron made up 0.27% of Grant Private Wealth Management's portfolio in Q2 2026, its #76 holding.
Grant Private Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Chevron position peaked at $2.56M in Q2 2025.
2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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