IW
CVX icon

Imprint Wealth’s Chevron CVX Stock Holding History

Imprint Wealth’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 		$305K Sell
1,838
-11
-0.6% -$2.05K 1.24% 19
2026
Q1 		$383K Sell
1,849
-61
-3% -$11.1K 1.75% 16
2025
Q4 		$291K Sell
1,910
-1,673
-47% -$255K 1.36% 21
2025
Q3 		$556K Buy
+3,583
New +$555K 1.78% 19
2024
Q1 		$3.77M Buy
23,683
+6,246
+36% +$943K 0.91% 21
2023
Q4 		$2.6M Buy
17,437
+315
+2% +$47.6K 2.09% 7
2023
Q3 		$2.89M Sell
17,122
-16,889
-50% -$2.73M 2.44% 5
2023
Q2 		$5.38M Sell
34,011
-561
-2% -$89.9K 3.39% 3
2023
Q1 		$5.61M Buy
+34,572
New +$5.8M 3.69% 3

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

Imprint Wealth's CVX Position: Q2 2026 in Review

Imprint Wealth reduced its Chevron (CVX) stake by 0.59% in Q2 2026, selling an estimated $2.05K and leaving 1,838 shares worth $305K. The position accounts for 1.24% of the portfolio, ranked #19.

Imprint Wealth first reported a position in CVX in Q1 2023 and has held it in 9 quarters since. The position peaked at $5.61M in Q1 2023. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Imprint Wealth held 1,838 shares of Chevron worth $305K as of Q2 2026.
  • Imprint Wealth sold 11 Chevron shares in Q2 2026, an estimated $2.05K.
  • Chevron made up 1.24% of Imprint Wealth's portfolio in Q2 2026, its #19 holding.
  • Imprint Wealth first reported a position in Chevron in Q1 2023 and has held it in 9 quarters since.
  • Imprint Wealth's Chevron position peaked at $5.61M in Q1 2023.
  • 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.