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McGowan Group Asset Management’s Chevron CVX Stock Holding History

McGowan Group Asset 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 		$6.84M Sell
41,247
-354
-0.9% -$65.9K 0.83% 32
2026
Q1 		$8.61M Buy
41,601
+321
+0.8% +$58.5K 1.1% 30
2025
Q4 		$6.29M Sell
41,280
-603
-1% -$91.8K 0.78% 31
2025
Q3 		$6.5M Buy
41,883
+225
+0.5% +$34.8K 0.81% 31
2025
Q2 		$5.97M Buy
41,658
+881
+2% +$124K 0.75% 32
2025
Q1 		$6.82M Buy
40,777
+464
+1% +$72.6K 0.9% 27
2024
Q4 		$5.84M Buy
40,313
+52
+0.1% +$7.96K 0.78% 31
2024
Q3 		$5.93M Sell
40,261
-1,134
-3% -$169K 0.78% 31
2024
Q2 		$6.48M Buy
41,395
+1,156
+3% +$184K 0.9% 27
2024
Q1 		$6.35M Sell
40,239
-124
-0.3% -$18.7K 0.92% 28
2023
Q4 		$6.02M Buy
40,363
+15,509
+62% +$2.35M 0.97% 26
2023
Q3 		$4.19M Buy
24,854
+13,320
+115% +$2.15M 0.66% 31
2023
Q2 		$1.81M Buy
11,534
+424
+4% +$68K 0.28% 47
2023
Q1 		$1.81M Buy
11,110
+3,478
+46% +$583K 0.29% 45
2022
Q4 		$1.37M Buy
7,632
+1,969
+35% +$344K 0.22% 48
2022
Q3 		$814K Buy
5,663
+240
+4% +$36.6K 0.14% 51
2022
Q2 		$785K Buy
5,423
+123
+2% +$20.3K 0.13% 52
2022
Q1 		$863K Buy
5,300
+2,202
+71% +$316K 0.13% 54
2021
Q4 		$364K Buy
+3,098
New +$352K 0.06% 86

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

McGowan Group Asset Management's CVX Position: Q2 2026 in Review

McGowan Group Asset Management reduced its Chevron (CVX) stake by 0.85% in Q2 2026, selling an estimated $65.9K and leaving 41,247 shares worth $6.84M. The position accounts for 0.83% of the portfolio, ranked #32.

McGowan Group Asset Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.61M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • McGowan Group Asset Management held 41,247 shares of Chevron worth $6.84M as of Q2 2026.
  • McGowan Group Asset Management sold 354 Chevron shares in Q2 2026, an estimated $65.9K.
  • Chevron made up 0.83% of McGowan Group Asset Management's portfolio in Q2 2026, its #32 holding.
  • McGowan Group Asset Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • McGowan Group Asset Management's Chevron position peaked at $8.61M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.