High Note Wealth’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$613K Buy
3,696
+678
+22% +$126K 0.1% 83
2026
Q1
$624K Buy
3,018
+2,506
+489% +$457K 0.12% 77
2025
Q4
$78K Sell
512
-1
-0.2% -$152 0.02% 164
2025
Q3
$79.7K Buy
513
+5
+1% +$774 0.02% 154
2025
Q2
$72.7K Sell
508
-22
-4% -$3.1K 0.02% 155
2025
Q1
$88.7K Hold
530
0.02% 136
2024
Q4
$76.8K Buy
+530
New +$81.1K 0.02% 147

Other funds holding CVX

High Note Wealth's CVX Position: Q2 2026 in Review

High Note Wealth increased its Chevron (CVX) stake by 22% in Q2 2026, buying an estimated $126K and bringing the position to 3,696 shares worth $613K. The position accounts for 0.1% of the portfolio, ranked #83.

High Note Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $624K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • High Note Wealth held 3,696 shares of Chevron worth $613K as of Q2 2026.
  • High Note Wealth bought 678 Chevron shares in Q2 2026, an estimated $126K.
  • Chevron made up 0.1% of High Note Wealth's portfolio in Q2 2026, its #83 holding.
  • High Note Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Chevron position peaked at $624K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.