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GWN Securities’s Chevron CVX Stock Holding History

GWN Securities’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 		$1.71M Buy
10,300
+362
+4% +$67.4K 0.29% 95
2026
Q1 		$2.06M Sell
9,938
-3
-0% -$547 0.39% 69
2025
Q4 		$1.52M Buy
9,941
+486
+5% +$74K 0.31% 81
2025
Q3 		$1.47M Buy
9,455
+1,334
+16% +$207K 0.34% 74
2025
Q2 		$1.17M Sell
8,121
-42,790
-84% -$6.03M 0.22% 103
2025
Q1 		$7.47M Buy
50,911
+9,157
+22% +$1.43M 0.42% 48
2024
Q4 		$6.49M Buy
+41,754
New +$6.39M 1.74% 7

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GWN Securities's CVX Position: Q2 2026 in Review

GWN Securities increased its Chevron (CVX) stake by 3.6% in Q2 2026, buying an estimated $67.4K and bringing the position to 10,300 shares worth $1.71M. The position accounts for 0.29% of the portfolio, ranked #95.

GWN Securities first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.47M in Q1 2025. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • GWN Securities held 10,300 shares of Chevron worth $1.71M as of Q2 2026.
  • GWN Securities bought 362 Chevron shares in Q2 2026, an estimated $67.4K.
  • Chevron made up 0.29% of GWN Securities's portfolio in Q2 2026, its #95 holding.
  • GWN Securities first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Chevron position peaked at $7.47M in Q1 2025.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.