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Heirloom Wealth Management’s Chevron CVX Stock Holding History

Heirloom 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 		$250K Sell
1,511
-128
-8% -$23.8K 0.04% 55
2026
Q1 		$339K Buy
1,639
+59
+4% +$10.8K 0.06% 78
2025
Q4 		$241K Buy
1,580
+31
+2% +$4.72K 0.06% 40
2025
Q3 		$241K Buy
1,549
+4
+0.3% +$619 0.06% 40
2025
Q2 		$221K Sell
1,545
-578
-27% -$81.5K 0.06% 42
2025
Q1 		$355K Sell
2,123
-643
-23% -$101K 0.1% 35
2024
Q4 		$401K Buy
2,766
+90
+3% +$13.8K 0.12% 35
2024
Q3 		$394K Buy
2,676
+39
+1% +$5.8K 0.12% 34
2024
Q2 		$412K Sell
2,637
-211
-7% -$33.6K 0.13% 31
2024
Q1 		$449K Sell
2,848
-547
-16% -$82.5K 0.15% 36
2023
Q4 		$506K Sell
3,395
-266
-7% -$40.2K 0.19% 35
2023
Q3 		$617K Sell
3,661
-76
-2% -$12.3K 0.27% 31
2023
Q2 		$588K Sell
3,737
-329
-8% -$52.7K 0.26% 35
2023
Q1 		$663K Sell
4,066
-420
-9% -$70.4K 0.32% 31
2022
Q4 		$805K Buy
+4,486
New +$783K 0.5% 27
2022
Q2 		$697K Sell
4,486
-723
-14% -$120K 0.57% 21
2022
Q1 		$874K Buy
+5,209
New +$747K 0.61% 21

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

Heirloom Wealth Management's CVX Position: Q2 2026 in Review

Heirloom Wealth Management reduced its Chevron (CVX) stake by 7.8% in Q2 2026, selling an estimated $23.8K and leaving 1,511 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #55.

Heirloom Wealth Management first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. The position peaked at $874K in Q1 2022. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Heirloom Wealth Management held 1,511 shares of Chevron worth $250K as of Q2 2026.
  • Heirloom Wealth Management sold 128 Chevron shares in Q2 2026, an estimated $23.8K.
  • Chevron made up 0.04% of Heirloom Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Heirloom Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • Heirloom Wealth Management's Chevron position peaked at $874K in Q1 2022.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.