MW
CVX icon

Maia Wealth’s Chevron CVX Stock Holding History

Maia 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 		$1.72M Buy
10,364
+2,111
+26% +$393K 0.25% 108
2026
Q1 		$1.71M Sell
8,253
-188
-2% -$34.3K 0.29% 105
2025
Q4 		$1.54M Buy
8,441
+883
+12% +$134K 0.26% 108
2025
Q3 		$1.18M Buy
7,558
+1,666
+28% +$258K 0.2% 126
2025
Q2 		$844K Buy
5,892
+1,950
+49% +$275K 0.16% 143
2025
Q1 		$533K Buy
3,942
+988
+33% +$155K 0.12% 168
2024
Q4 		$464K Sell
2,954
-623
-17% -$95.4K 0.1% 175
2024
Q3 		$538K Buy
3,577
+107
+3% +$15.9K 0.13% 144
2024
Q2 		$548K Buy
+3,470
New +$553K 0.17% 114
2023
Q4 		$421K Buy
+2,822
New +$427K 0.17% 121

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

Maia Wealth's CVX Position: Q2 2026 in Review

Maia Wealth increased its Chevron (CVX) stake by 26% in Q2 2026, buying an estimated $393K and bringing the position to 10,364 shares worth $1.72M. The position accounts for 0.25% of the portfolio, ranked #108.

Maia Wealth first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,129 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Maia Wealth held 10,364 shares of Chevron worth $1.72M as of Q2 2026.
  • Maia Wealth bought 2,111 Chevron shares in Q2 2026, an estimated $393K.
  • Chevron made up 0.25% of Maia Wealth's portfolio in Q2 2026, its #108 holding.
  • Maia Wealth first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,129 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.