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McGlone Suttner Wealth Management’s Chevron CVX Stock Holding History

McGlone Suttner 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 		$630K Buy
3,799
+9
+0.2% +$1.68K 0.07% 112
2026
Q1 		$784K Buy
3,790
+112
+3% +$20.4K 0.1% 94
2025
Q4 		$561K Sell
3,678
-1,845
-33% -$281K 0.08% 109
2025
Q3 		$858K Buy
5,523
+105
+2% +$16.3K 0.12% 83
2025
Q2 		$776K Sell
5,418
-97
-2% -$13.7K 0.12% 88
2025
Q1 		$923K Buy
5,515
+1,181
+27% +$185K 0.15% 71
2024
Q4 		$628K Sell
4,334
-1,688
-28% -$258K 0.1% 84
2024
Q3 		$887K Sell
6,022
-2,488
-29% -$370K 0.18% 66
2024
Q2 		$1.27M Sell
8,510
-901
-10% -$144K 0.26% 41
2024
Q1 		$1.48M Buy
9,411
+901
+11% +$136K 0.28% 43
2023
Q4 		$1.27M Buy
8,510
+491
+6% +$74.3K 0.25% 41
2023
Q3 		$1.35M Buy
8,019
+206
+3% +$33.3K 0.31% 32
2023
Q2 		$1.23M Buy
7,813
+180
+2% +$28.9K 0.28% 39
2023
Q1 		$1.25M Buy
7,633
+769
+11% +$129K 0.32% 36
2022
Q4 		$1.23M Buy
+6,864
New +$1.2M 0.39% 36

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

McGlone Suttner Wealth Management's CVX Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Chevron (CVX) stake by 0.24% in Q2 2026, buying an estimated $1.68K and bringing the position to 3,799 shares worth $630K. The position accounts for 0.07% of the portfolio, ranked #112.

McGlone Suttner Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q1 2024. 1,688 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • McGlone Suttner Wealth Management held 3,799 shares of Chevron worth $630K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 9 Chevron shares in Q2 2026, an estimated $1.68K.
  • Chevron made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #112 holding.
  • McGlone Suttner Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Chevron position peaked at $1.48M in Q1 2024.
  • 1,688 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.