McCarter Private Wealth Services’s Chevron CVX Stock Holding History

McCarter Private Wealth Services’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	$3.65M	Sell	21,992 -248	-1%	-$46.2K	1.26%	27
2026 Q1	$4.6M	Buy	22,240 +510	+2%	+$93K	2%	13
2025 Q4	$3.31M	Buy	21,730 +1,676	+8%	+$255K	1.49%	18
2025 Q3	$3.11M	Sell	20,054 -95	-0.5%	-$14.7K	1.59%	22
2025 Q2	$2.89M	Sell	20,149 -1,251	-6%	-$176K	1.65%	21
2025 Q1	$3.58M	Sell	21,400 -92	-0.4%	-$14.4K	2.35%	12
2024 Q4	$3.11M	Sell	21,492 -301	-1%	-$46.1K	1.97%	17
2024 Q3	$3.21M	Buy	+21,793	New	+$3.24M	2.03%	15

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

McCarter Private Wealth Services's CVX Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Chevron (CVX) stake by 1.1% in Q2 2026, selling an estimated $46.2K and leaving 21,992 shares worth $3.65M. The position accounts for 1.26% of the portfolio, ranked #27.

McCarter Private Wealth Services first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.6M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

McCarter Private Wealth Services held 21,992 shares of Chevron worth $3.65M as of Q2 2026.
McCarter Private Wealth Services sold 248 Chevron shares in Q2 2026, an estimated $46.2K.
Chevron made up 1.26% of McCarter Private Wealth Services's portfolio in Q2 2026, its #27 holding.
McCarter Private Wealth Services first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Chevron position peaked at $4.6M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.