Howard Wealth Management’s Chevron CVX Stock Holding History

Howard 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	$216K	Buy	1,303 +71	+6%	+$13.2K	0.08%	146
2026 Q1	$255K	Buy	+1,232	New	+$225K	0.11%	127
2025 Q2	–	Sell	-1,297	Closed	-$217K	–	123
2025 Q1	$217K	Buy	+1,297	New	+$203K	0.12%	110
2024 Q3	–	Sell	-1,297	Closed	-$203K	–	113
2024 Q2	$203K	Hold	1,297	–	–	0.16%	93
2024 Q1	$205K	Buy	+1,297	New	+$196K	0.17%	100
2020 Q1	–	Sell	-2,233	Closed	-$269K	–	189
2019 Q4	$269K	Buy	+2,233	New	+$263K	0.22%	85

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Howard Wealth Management increased its Chevron (CVX) stake by 5.8% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,303 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #146.

Howard Wealth Management first reported a position in CVX in Q4 2019 and has held it in 6 quarters since. The position peaked at $269K in Q4 2019. 1,900 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Howard Wealth Management held 1,303 shares of Chevron worth $216K as of Q2 2026.
Howard Wealth Management bought 71 Chevron shares in Q2 2026, an estimated $13.2K.
Chevron made up 0.08% of Howard Wealth Management's portfolio in Q2 2026, its #146 holding.
Howard Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 6 quarters since.
Howard Wealth Management's Chevron position peaked at $269K in Q4 2019.
1,900 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.