Greenup Street Wealth Management’s Chevron CVX Stock Holding History

Greenup Street 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	$410K	Buy	2,473 +12	+0.5%	+$2.23K	0.05%	98
2026 Q1	$509K	Buy	2,461 +382	+18%	+$69.7K	0.07%	91
2025 Q4	$317K	Sell	2,079 -1,141	-35%	-$174K	0.05%	100
2025 Q3	$500K	Buy	3,220 +1,175	+57%	+$182K	0.08%	101
2025 Q2	$293K	Sell	2,045 -55	-3%	-$7.75K	0.05%	87
2025 Q1	$351K	Sell	2,100 -135	-6%	-$21.1K	0.07%	80
2024 Q4	$324K	Sell	2,235 -6,982	-76%	-$1.07M	0.06%	78
2024 Q3	$1.36M	Sell	9,217 -2,630	-22%	-$391K	0.28%	51
2024 Q2	$1.85M	Buy	11,847 +2,329	+24%	+$371K	0.44%	42
2024 Q1	$1.5M	Buy	9,518 +562	+6%	+$84.8K	0.38%	45
2023 Q4	$1.34M	Buy	8,956 +3,173	+55%	+$480K	0.37%	45
2023 Q3	$975K	Buy	+5,783	New	+$934K	0.32%	47

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Greenup Street Wealth Management's CVX Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Chevron (CVX) stake by 0.49% in Q2 2026, buying an estimated $2.23K and bringing the position to 2,473 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #98.

Greenup Street Wealth Management first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q2 2024. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Greenup Street Wealth Management held 2,473 shares of Chevron worth $410K as of Q2 2026.
Greenup Street Wealth Management bought 12 Chevron shares in Q2 2026, an estimated $2.23K.
Chevron made up 0.05% of Greenup Street Wealth Management's portfolio in Q2 2026, its #98 holding.
Greenup Street Wealth Management first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
Greenup Street Wealth Management's Chevron position peaked at $1.85M in Q2 2024.
2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.