Measured Wealth Private Client Group’s Chevron CVX Stock Holding History

Measured Wealth Private Client Group’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	$104K	Hold	627	–	–	0.03%	245
2026 Q1	$130K	Hold	627	–	–	0.04%	219
2025 Q4	$95.6K	Sell	627 -20	-3%	-$3.05K	0.03%	249
2025 Q3	$100K	Buy	+647	New	+$100K	0.03%	239
2020 Q4	–	Sell	-2,824	Closed	-$203K	–	134
2020 Q3	$203K	Buy	+2,824	New	+$238K	0.1%	131
2020 Q1	–	Sell	-2,113	Closed	-$255K	–	108
2019 Q4	$255K	Buy	2,113 +10	+0.5%	+$1.18K	0.17%	81
2019 Q3	$249K	Sell	2,103 -1,905	-48%	-$231K	0.16%	99
2019 Q2	$499K	Sell	4,008 -90	-2%	-$10.9K	0.29%	65
2019 Q1	$505K	Buy	4,098 +1,403	+52%	+$166K	0.31%	64
2018 Q4	$293K	Sell	2,695 -729	-21%	-$84.5K	0.27%	60
2018 Q3	$419K	Buy	3,424 +720	+27%	+$87.4K	0.25%	67
2018 Q2	$341K	Buy	+2,704	New	+$336K	0.28%	81
2017 Q3	$390K	Buy	+3,317	New	+$362K	0.53%	33

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

Measured Wealth Private Client Group's CVX Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Chevron (CVX) position steady in Q2 2026 at 627 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #245.

Measured Wealth Private Client Group first reported a position in CVX in Q3 2017 and has held it in 13 quarters since. The position peaked at $505K in Q1 2019. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Measured Wealth Private Client Group held 627 shares of Chevron worth $104K as of Q2 2026.
Measured Wealth Private Client Group left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #245 holding.
Measured Wealth Private Client Group first reported a position in Chevron in Q3 2017 and has held it in 13 quarters since.
Measured Wealth Private Client Group's Chevron position peaked at $505K in Q1 2019.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.