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Great Waters Wealth Management’s Chevron CVX Stock Holding History

Great Waters 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 		$205K Buy
1,236
+14
+1% +$2.61K 0.02% 122
2026
Q1 		$253K Buy
+1,222
New +$223K 0.03% 104

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

Great Waters Wealth Management's CVX Position: Q2 2026 in Review

Great Waters Wealth Management increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $2.61K and bringing the position to 1,236 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #122.

Great Waters Wealth Management first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $253K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Great Waters Wealth Management held 1,236 shares of Chevron worth $205K as of Q2 2026.
  • Great Waters Wealth Management bought 14 Chevron shares in Q2 2026, an estimated $2.61K.
  • Chevron made up 0.02% of Great Waters Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Great Waters Wealth Management first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Great Waters Wealth Management's Chevron position peaked at $253K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.