MWM
CVX icon

Marietta Wealth Management’s Chevron CVX Stock Holding History

Marietta 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 		$6.51M Buy
39,294
+924
+2% +$172K 0.67% 61
2026
Q1 		$7.94M Sell
38,370
-9,747
-20% -$1.78M 0.94% 44
2025
Q4 		$7.33M Buy
48,117
+1,490
+3% +$227K 0.85% 44
2025
Q3 		$7.24M Buy
46,627
+1,468
+3% +$227K 0.89% 42
2025
Q2 		$6.47M Buy
45,159
+2,273
+5% +$320K 0.84% 47
2025
Q1 		$7.17M Buy
42,886
+2,080
+5% +$326K 1.05% 36
2024
Q4 		$5.91M Buy
40,806
+322
+0.8% +$49.3K 0.85% 50
2024
Q3 		$5.96M Buy
40,484
+3,965
+11% +$590K 0.87% 50
2024
Q2 		$5.71M Buy
36,519
+8,180
+29% +$1.3M 0.89% 50
2024
Q1 		$4.47M Buy
28,339
+1,032
+4% +$156K 0.74% 64
2023
Q4 		$4.07M Buy
+27,307
New +$4.13M 0.73% 66
2020
Q1 		– Sell
-25,165
Closed -$3.03M – 111
2019
Q4 		$3.03M Buy
25,165
+2,247
+10% +$265K 1% 52
2019
Q3 		$2.72M Buy
22,918
+1,350
+6% +$164K 0.99% 50
2019
Q2 		$2.68M Buy
21,568
+358
+2% +$43.3K 1.05% 48
2019
Q1 		$2.61M Buy
21,210
+1,052
+5% +$124K 1.07% 44
2018
Q4 		$2.19M Buy
20,158
+666
+3% +$77.2K 1.05% 40
2018
Q3 		$2.38M Buy
19,492
+758
+4% +$92K 1.05% 33
2018
Q2 		$2.37M Buy
18,734
+341
+2% +$42.3K 1.16% 31
2018
Q1 		$2.1M Sell
18,393
-257
-1% -$30.7K 1.1% 34
2017
Q4 		$2.33M Sell
18,650
-856
-4% -$102K 1.26% 31
2017
Q3 		$2.29M Buy
19,506
+696
+4% +$76K 1.28% 28
2017
Q2 		$1.96M Buy
18,810
+278
+2% +$29.5K 1.19% 34
2017
Q1 		$1.99M Buy
18,532
+2,173
+13% +$244K 1.32% 29
2016
Q4 		$1.93M Buy
+16,359
New +$1.78M 1.54% 15

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Marietta Wealth Management increased its Chevron (CVX) stake by 2.4% in Q2 2026, buying an estimated $172K and bringing the position to 39,294 shares worth $6.51M. The position accounts for 0.67% of the portfolio, ranked #61.

Marietta Wealth Management first reported a position in CVX in Q4 2016 and has held it in 24 quarters since. The position peaked at $7.94M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Marietta Wealth Management held 39,294 shares of Chevron worth $6.51M as of Q2 2026.
  • Marietta Wealth Management bought 924 Chevron shares in Q2 2026, an estimated $172K.
  • Chevron made up 0.67% of Marietta Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Marietta Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 24 quarters since.
  • Marietta Wealth Management's Chevron position peaked at $7.94M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.