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Maridea Wealth Management’s Chevron CVX Stock Holding History

Maridea 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 		$1.67M Buy
10,063
+6,748
+204% +$1.26M 0.18% 134
2026
Q1 		$686K Buy
3,315
+89
+3% +$16.2K 0.1% 206
2025
Q4 		$492K Sell
3,226
-740
-19% -$113K 0.07% 253
2025
Q3 		$613K Buy
3,966
+1,745
+79% +$270K 0.1% 205
2025
Q2 		$318K Buy
2,221
+46
+2% +$6.49K 0.08% 212
2025
Q1 		$364K Sell
2,175
-19
-0.9% -$2.97K 0.12% 167
2024
Q4 		$318K Buy
+2,194
New +$336K 0.1% 170

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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

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

Maridea Wealth Management increased its Chevron (CVX) stake by 204% in Q2 2026, buying an estimated $1.26M and bringing the position to 10,063 shares worth $1.67M. The position accounts for 0.18% of the portfolio, ranked #134.

Maridea Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Maridea Wealth Management held 10,063 shares of Chevron worth $1.67M as of Q2 2026.
  • Maridea Wealth Management bought 6,748 Chevron shares in Q2 2026, an estimated $1.26M.
  • Chevron made up 0.18% of Maridea Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Maridea Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.