Johnson & White Wealth Management’s Chevron CVX Stock Holding History

Johnson & White 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	$617K	Buy	3,722 +85	+2%	+$15.8K	0.23%	72
2026 Q1	$753K	Sell	3,637 -139	-4%	-$25.3K	0.32%	63
2025 Q4	$575K	Buy	3,776 +71	+2%	+$10.8K	0.25%	70
2025 Q3	$575K	Sell	3,705 -16	-0.4%	-$2.48K	0.26%	69
2025 Q2	$533K	Sell	3,721 -246	-6%	-$34.7K	0.27%	66
2025 Q1	$664K	Buy	3,967 +427	+12%	+$66.8K	0.37%	57
2024 Q4	$519K	Buy	+3,540	New	+$542K	0.31%	61
2024 Q2	–	Sell	-5,928	Closed	-$935K	–	54
2024 Q1	$935K	Buy	5,928 +959	+19%	+$145K	0.68%	38
2023 Q4	$741K	Buy	4,969 +130	+3%	+$19.7K	0.61%	43
2023 Q3	$816K	Buy	+4,839	New	+$782K	0.74%	34
2023 Q2	–	Sell	-4,410	Closed	-$720K	–	43
2023 Q1	$720K	Buy	+4,410	New	+$739K	0.64%	38
2022 Q4	–	Sell	-1,651	Closed	-$237K	–	87
2022 Q3	$237K	Buy	+1,651	New	+$252K	0.27%	66

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Johnson & White Wealth Management's CVX Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Chevron (CVX) stake by 2.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 3,722 shares worth $617K. The position accounts for 0.23% of the portfolio, ranked #72.

Johnson & White Wealth Management first reported a position in CVX in Q3 2022 and has held it in 12 quarters since. The position peaked at $935K in Q1 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Johnson & White Wealth Management held 3,722 shares of Chevron worth $617K as of Q2 2026.
Johnson & White Wealth Management bought 85 Chevron shares in Q2 2026, an estimated $15.8K.
Chevron made up 0.23% of Johnson & White Wealth Management's portfolio in Q2 2026, its #72 holding.
Johnson & White Wealth Management first reported a position in Chevron in Q3 2022 and has held it in 12 quarters since.
Johnson & White Wealth Management's Chevron position peaked at $935K in Q1 2024.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.