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Independent Wealth Network’s Chevron CVX Stock Holding History

Independent Wealth Network’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 		$4.67M Sell
28,193
-905
-3% -$168K 1.19% 13
2026
Q1 		$6.02M Sell
29,098
-3,278
-10% -$598K 1.79% 7
2025
Q4 		$4.93M Buy
32,376
+446
+1% +$67.9K 1.51% 13
2025
Q3 		$4.96M Buy
31,930
+709
+2% +$110K 1.59% 10
2025
Q2 		$4.47M Buy
31,221
+1,336
+4% +$188K 1.63% 11
2025
Q1 		$5M Sell
29,885
-154
-0.5% -$24.1K 1.99% 7
2024
Q4 		$4.35M Buy
30,039
+1,723
+6% +$264K 1.77% 9
2024
Q3 		$4.17M Buy
28,316
+131
+0.5% +$19.5K 1.84% 9
2024
Q2 		$4.41M Buy
28,185
+546
+2% +$87.1K 2.05% 7
2024
Q1 		$4.36M Buy
27,639
+1,535
+6% +$232K 2.04% 9
2023
Q4 		$3.89M Buy
26,104
+1,433
+6% +$217K 2.05% 10
2023
Q3 		$4.16M Buy
24,671
+116
+0.5% +$18.7K 2.56% 6
2023
Q2 		$3.86M Buy
24,555
+310
+1% +$49.7K 2.32% 7
2023
Q1 		$3.96M Buy
24,245
+213
+0.9% +$35.7K 2.53% 7
2022
Q4 		$4.31M Buy
24,032
+206
+0.9% +$35.9K 2.95% 5
2022
Q3 		$3.42M Sell
23,826
-167
-0.7% -$25.5K 2.67% 7
2022
Q2 		$3.47M Sell
23,993
-43
-0.2% -$7.11K 2.5% 7
2022
Q1 		$3.91M Buy
24,036
+425
+2% +$61K 2.48% 7
2021
Q4 		$2.77M Buy
23,611
+184
+0.8% +$20.9K 1.71% 14
2021
Q3 		$2.65M Buy
+23,427
New +$2.34M 1.73% 12

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Independent Wealth Network's CVX Position: Q2 2026 in Review

Independent Wealth Network reduced its Chevron (CVX) stake by 3.1% in Q2 2026, selling an estimated $168K and leaving 28,193 shares worth $4.67M. The position accounts for 1.19% of the portfolio, ranked #13.

Independent Wealth Network first reported a position in CVX in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.02M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Independent Wealth Network held 28,193 shares of Chevron worth $4.67M as of Q2 2026.
  • Independent Wealth Network sold 905 Chevron shares in Q2 2026, an estimated $168K.
  • Chevron made up 1.19% of Independent Wealth Network's portfolio in Q2 2026, its #13 holding.
  • Independent Wealth Network first reported a position in Chevron in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Chevron position peaked at $6.02M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.