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Madison Wealth Partners’s Chevron CVX Stock Holding History

Madison Wealth Partners’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 		$643K Buy
3,880
+552
+17% +$103K 0.08% 129
2026
Q1 		$689K Buy
3,328
+543
+19% +$99K 0.11% 88
2025
Q4 		$425K Buy
2,785
+229
+9% +$34.9K 0.08% 112
2025
Q3 		$397K Buy
2,556
+8
+0.3% +$1.24K 0.08% 104
2025
Q2 		$365K Buy
2,548
+2
+0.1% +$282 0.08% 108
2025
Q1 		$426K Sell
2,546
-19
-0.7% -$2.97K 0.11% 85
2024
Q4 		$371K Buy
2,565
+1
+0% +$153 0.1% 95
2024
Q3 		$378K Hold
2,564
– – 0.11% 92
2024
Q2 		$401K Buy
2,564
+52
+2% +$8.29K 0.14% 77
2024
Q1 		$396K Hold
2,512
– – 0.14% 73
2023
Q4 		$375K Sell
2,512
-16
-0.6% -$2.42K 0.15% 71
2023
Q3 		$426K Buy
2,528
+25
+1% +$4.04K 0.22% 54
2023
Q2 		$394K Buy
2,503
+100
+4% +$16K 0.18% 53
2023
Q1 		$392K Buy
2,403
+81
+3% +$13.6K 0.2% 56
2022
Q4 		$417K Buy
2,322
+121
+5% +$21.1K 0.24% 47
2022
Q3 		$316K Buy
2,201
+17
+0.8% +$2.59K 0.21% 51
2022
Q2 		$316K Hold
2,184
– – 0.2% 55
2022
Q1 		$356K Buy
2,184
+62
+3% +$8.89K 0.2% 49
2021
Q4 		$249K Buy
+2,122
New +$241K 0.13% 64

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

Madison Wealth Partners's CVX Position: Q2 2026 in Review

Madison Wealth Partners increased its Chevron (CVX) stake by 17% in Q2 2026, buying an estimated $103K and bringing the position to 3,880 shares worth $643K. The position accounts for 0.08% of the portfolio, ranked #129.

Madison Wealth Partners first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $689K in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Madison Wealth Partners held 3,880 shares of Chevron worth $643K as of Q2 2026.
  • Madison Wealth Partners bought 552 Chevron shares in Q2 2026, an estimated $103K.
  • Chevron made up 0.08% of Madison Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Madison Wealth Partners first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Madison Wealth Partners's Chevron position peaked at $689K in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.