LongView Wealth Management’s Chevron CVX Stock Holding History

LongView 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	$284K	Sell	1,711 -46	-3%	-$8.56K	0.07%	184
2026 Q1	$329K	Sell	1,757 -380	-18%	-$69.3K	0.08%	184
2025 Q4	$347K	Sell	2,137 -328	-13%	-$50K	0.08%	176
2025 Q3	$383K	Sell	2,465 -56	-2%	-$8.67K	0.1%	146
2025 Q2	$361K	Sell	2,521 -666	-21%	-$93.9K	0.11%	150
2025 Q1	$533K	Sell	3,187 -50	-2%	-$7.83K	0.16%	111
2024 Q4	$469K	Sell	3,237 -440	-12%	-$67.3K	0.14%	121
2024 Q3	$542K	Sell	3,677 -628	-15%	-$93.5K	0.17%	101
2024 Q2	$673K	Sell	4,305 -709	-14%	-$113K	0.25%	82
2024 Q1	$791K	Sell	5,014 -375	-7%	-$56.6K	0.31%	68
2023 Q4	$785K	Buy	+5,389	New	+$815K	0.35%	66

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

LongView Wealth Management reduced its Chevron (CVX) stake by 2.6% in Q2 2026, selling an estimated $8.56K and leaving 1,711 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #184.

LongView Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $791K in Q1 2024. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

LongView Wealth Management held 1,711 shares of Chevron worth $284K as of Q2 2026.
LongView Wealth Management sold 46 Chevron shares in Q2 2026, an estimated $8.56K.
Chevron made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #184 holding.
LongView Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Chevron position peaked at $791K in Q1 2024.
2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.