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McKinley Carter Wealth Services’s Chevron CVX Stock Holding History

McKinley Carter 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 		$4.22M Buy
25,456
+925
+4% +$172K 0.22% 85
2026
Q1 		$5.08M Sell
24,531
-710
-3% -$129K 0.29% 79
2025
Q4 		$3.85M Buy
25,241
+597
+2% +$90.9K 0.21% 88
2025
Q3 		$3.83M Buy
24,644
+630
+3% +$97.6K 0.2% 86
2025
Q2 		$3.44M Buy
24,014
+3,002
+14% +$423K 0.19% 85
2025
Q1 		$3.52M Buy
21,012
+667
+3% +$104K 0.22% 80
2024
Q4 		$2.95M Sell
20,345
-776
-4% -$119K 0.18% 90
2024
Q3 		$3.11M Buy
21,121
+401
+2% +$59.7K 0.19% 93
2024
Q2 		$3.24M Buy
20,720
+436
+2% +$69.5K 0.21% 84
2024
Q1 		$3.2M Sell
20,284
-97
-0.5% -$14.6K 0.21% 87
2023
Q4 		$3.04M Buy
20,381
+99
+0.5% +$15K 0.22% 85
2023
Q3 		$3.42M Sell
20,282
-393
-2% -$63.5K 0.27% 73
2023
Q2 		$3.25M Sell
20,675
-399
-2% -$64K 0.24% 75
2023
Q1 		$3.44M Buy
21,074
+1,072
+5% +$180K 0.27% 70
2022
Q4 		$3.59M Buy
20,002
+314
+2% +$54.8K 0.3% 71
2022
Q3 		$2.83M Sell
19,688
-1,059
-5% -$162K 0.26% 69
2022
Q2 		$3M Buy
20,747
+4,122
+25% +$681K 0.27% 72
2022
Q1 		$2.71M Buy
16,625
+403
+2% +$57.8K 0.21% 81
2021
Q4 		$1.9M Buy
16,222
+775
+5% +$88K 0.14% 110
2021
Q3 		$1.57M Sell
15,447
-514
-3% -$51.3K 0.13% 119
2021
Q2 		$1.67M Buy
15,961
+555
+4% +$58.6K 0.14% 112
2021
Q1 		$1.61M Buy
15,406
+2,401
+18% +$234K 0.14% 118
2020
Q4 		$1.1M Buy
13,005
+780
+6% +$63.2K 0.14% 123
2020
Q3 		$880K Buy
12,225
+639
+6% +$53.7K 0.2% 79
2020
Q2 		$1.03M Buy
+11,586
New +$1.04M 0.25% 69
2020
Q1 		– Sell
-5,396
Closed -$650K – 144
2019
Q4 		$650K Buy
5,396
+102
+2% +$12K 0.15% 97
2019
Q3 		$628K Sell
5,294
-47
-0.9% -$5.71K 0.16% 101
2019
Q2 		$665K Buy
5,341
+120
+2% +$14.5K 0.18% 95
2019
Q1 		$643K Sell
5,221
-500
-9% -$59.2K 0.18% 95
2018
Q4 		$622K Sell
5,721
-38
-0.7% -$4.4K 0.21% 93
2018
Q3 		$704K Sell
5,759
-331
-5% -$40.2K 0.21% 86
2018
Q2 		$770K Sell
6,090
-167
-3% -$20.7K 0.25% 79
2018
Q1 		$714K Buy
6,257
+1,281
+26% +$153K 0.23% 83
2017
Q4 		$623K Sell
4,976
-1,774
-26% -$210K 0.21% 87
2017
Q3 		$793K Buy
6,750
+205
+3% +$22.4K 0.3% 68
2017
Q2 		$683K Buy
6,545
+672
+11% +$71.2K 0.3% 64
2017
Q1 		$631K Sell
5,873
-366
-6% -$41.1K 0.29% 68
2016
Q4 		$734K Sell
6,239
-248
-4% -$27K 0.37% 62
2016
Q3 		$668K Buy
6,487
+3
+0% +$306 0.34% 65
2016
Q2 		$680K Buy
6,484
+158
+2% +$15.9K 0.35% 63
2016
Q1 		$604K Buy
6,326
+979
+18% +$85.6K 0.33% 72
2015
Q4 		$481K Buy
5,347
+660
+14% +$59.5K 0.28% 71
2015
Q3 		$370K Sell
4,687
-2,340
-33% -$197K 0.23% 74
2015
Q2 		$678K Buy
7,027
+612
+10% +$64.3K 0.37% 69
2015
Q1 		$673K Buy
6,415
+892
+16% +$95.2K 0.43% 60
2014
Q4 		$620K Buy
+5,523
New +$627K 0.49% 53
2014
Q1 		– Sell
-2,759
Closed -$345K – 101
2013
Q4 		$345K Buy
2,759
+54
+2% +$6.53K 0.34% 79
2013
Q3 		$329K Buy
+2,705
New +$332K 0.39% 59

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 22.96% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

McKinley Carter Wealth Services's CVX Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Chevron (CVX) stake by 3.8% in Q2 2026, buying an estimated $172K and bringing the position to 25,456 shares worth $4.22M. The position accounts for 0.22% of the portfolio, ranked #85.

McKinley Carter Wealth Services first reported a position in CVX in Q3 2013 and has held it in 48 quarters since. The position peaked at $5.08M in Q1 2026. 2,451 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • McKinley Carter Wealth Services held 25,456 shares of Chevron worth $4.22M as of Q2 2026.
  • McKinley Carter Wealth Services bought 925 Chevron shares in Q2 2026, an estimated $172K.
  • Chevron made up 0.22% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #85 holding.
  • McKinley Carter Wealth Services first reported a position in Chevron in Q3 2013 and has held it in 48 quarters since.
  • McKinley Carter Wealth Services's Chevron position peaked at $5.08M in Q1 2026.
  • 2,451 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.