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GW&K Investment Management’s Chevron CVX Stock Holding History

GW&K Investment 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 		$376K Sell
2,269
-11
-0.5% -$2.05K ﹤0.01% 378
2026
Q1 		$472K Buy
2,280
+1
+0% +$182 ﹤0.01% 353
2025
Q4 		$347K Buy
2,279
+102
+5% +$15.5K ﹤0.01% 364
2025
Q3 		$338K Buy
2,177
+618
+40% +$95.7K ﹤0.01% 366
2025
Q2 		$223K Buy
1,559
+299
+24% +$42.2K ﹤0.01% 372
2025
Q1 		$211K Buy
1,260
+318
+34% +$49.8K ﹤0.01% 373
2024
Q4 		$136K Buy
942
+110
+13% +$16.8K ﹤0.01% 388
2024
Q3 		$123K Sell
832
-5
-0.6% -$744 ﹤0.01% 382
2024
Q2 		$131K Buy
837
+218
+35% +$34.8K ﹤0.01% 374
2024
Q1 		$98K Buy
619
+20
+3% +$3.02K ﹤0.01% 377
2023
Q4 		$89K Sell
599
-23
-4% -$3.48K ﹤0.01% 379
2023
Q3 		$105K Buy
622
+42
+7% +$6.78K ﹤0.01% 362
2023
Q2 		$91K Buy
580
+568
+4,733% +$91.1K ﹤0.01% 357
2023
Q1 		$2K Buy
+12
New +$2.01K ﹤0.01% 438
2022
Q3 		– Sell
-810
Closed -$117K – 503
2022
Q2 		$117K Buy
810
+127
+19% +$21K ﹤0.01% 353
2022
Q1 		$111K Buy
+683
New +$98K ﹤0.01% 346
2014
Q4 		– Sell
-3,400
Closed -$406K – 220
2014
Q3 		$406K Hold
3,400
– – 0.01% 218
2014
Q2 		$444K Sell
3,400
-4
-0.1% -$498 0.01% 218
2014
Q1 		$405K Hold
3,404
– – 0.01% 208
2013
Q4 		$425K Hold
3,404
– – 0.01% 202
2013
Q3 		$414K Sell
3,404
-249
-7% -$30.6K 0.01% 190
2013
Q2 		$432K Buy
+3,653
New +$442K 0.02% 180

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

GW&K Investment Management's CVX Position: Q2 2026 in Review

GW&K Investment Management reduced its Chevron (CVX) stake by 0.48% in Q2 2026, selling an estimated $2.05K and leaving 2,269 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

GW&K Investment Management first reported a position in CVX in Q2 2013 and has held it in 22 quarters since. The position peaked at $472K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • GW&K Investment Management held 2,269 shares of Chevron worth $376K as of Q2 2026.
  • GW&K Investment Management sold 11 Chevron shares in Q2 2026, an estimated $2.05K.
  • Chevron made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #378 holding.
  • GW&K Investment Management first reported a position in Chevron in Q2 2013 and has held it in 22 quarters since.
  • GW&K Investment Management's Chevron position peaked at $472K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.