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Modera Wealth Management’s Chevron CVX Stock Holding History

Modera 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 		$5.14M Sell
30,986
-1,226
-4% -$228K 0.05% 182
2026
Q1 		$6.66M Buy
32,212
+858
+3% +$156K 0.08% 156
2025
Q4 		$4.78M Buy
31,354
+538
+2% +$81.9K 0.06% 187
2025
Q3 		$4.79M Buy
30,816
+14
+0% +$2.17K 0.06% 185
2025
Q2 		$4.41M Sell
30,802
-347
-1% -$48.9K 0.05% 192
2025
Q1 		$5.21M Buy
31,149
+414
+1% +$64.8K 0.07% 171
2024
Q4 		$4.45M Buy
30,735
+106
+0.3% +$16.2K 0.05% 186
2024
Q3 		$4.51M Buy
30,629
+1,600
+6% +$238K 0.06% 174
2024
Q2 		$4.54M Buy
29,029
+414
+1% +$66K 0.07% 161
2024
Q1 		$4.51M Sell
28,615
-1,086
-4% -$164K 0.07% 166
2023
Q4 		$4.43M Sell
29,701
-620
-2% -$93.8K 0.07% 162
2023
Q3 		$5.11M Sell
30,321
-906
-3% -$146K 0.1% 143
2023
Q2 		$4.91M Buy
31,227
+22,974
+278% +$3.68M 0.09% 149
2023
Q1 		$1.35M Sell
8,253
-128
-2% -$21.5K 0.05% 127
2022
Q4 		$1.5M Sell
8,381
-119
-1% -$20.8K 0.06% 111
2022
Q3 		$1.22M Sell
8,500
-595
-7% -$90.7K 0.06% 119
2022
Q2 		$1.32M Buy
9,095
+127
+1% +$21K 0.06% 121
2022
Q1 		$1.46M Buy
8,968
+883
+11% +$127K 0.06% 125
2021
Q4 		$949K Buy
8,085
+1,873
+30% +$213K 0.04% 181
2021
Q3 		$630K Buy
6,212
+420
+7% +$41.9K 0.03% 138
2021
Q2 		$607K Buy
5,792
+12
+0.2% +$1.27K 0.03% 137
2021
Q1 		$606K Sell
5,780
-1,160
-17% -$113K 0.04% 127
2020
Q4 		$586K Buy
6,940
+3,108
+81% +$252K 0.05% 125
2020
Q3 		$276K Sell
3,832
-4,225
-52% -$355K 0.04% 129
2020
Q2 		$719K Buy
8,057
+30
+0.4% +$2.69K 0.11% 68
2020
Q1 		$582K Buy
8,027
+3,364
+72% +$332K 0.12% 73
2019
Q4 		$562K Sell
4,663
-371
-7% -$43.7K 0.09% 73
2019
Q3 		$597K Hold
5,034
– – 0.1% 67
2019
Q2 		$626K Buy
5,034
+855
+20% +$103K 0.11% 67
2019
Q1 		$515K Sell
4,179
-2,678
-39% -$317K 0.1% 72
2018
Q4 		$746K Buy
6,857
+30
+0.4% +$3.48K 0.15% 55
2018
Q3 		$835K Buy
6,827
+15
+0.2% +$1.82K 0.17% 56
2018
Q2 		$861K Buy
6,812
+3,267
+92% +$406K 0.18% 49
2018
Q1 		$404K Buy
3,545
+109
+3% +$13K 0.08% 78
2017
Q4 		$430K Sell
3,436
-269
-7% -$31.9K 0.09% 76
2017
Q3 		$435K Sell
3,705
-38
-1% -$4.15K 0.1% 75
2017
Q2 		$391K Sell
3,743
-272
-7% -$28.8K 0.1% 73
2017
Q1 		$431K Buy
4,015
+164
+4% +$18.4K 0.11% 70
2016
Q4 		$453K Buy
3,851
+1,546
+67% +$168K 0.15% 61
2016
Q3 		$237K Buy
2,305
+31
+1% +$3.17K 0.08% 94
2016
Q2 		$238K Sell
2,274
-421
-16% -$42.3K 0.08% 87
2016
Q1 		$257K Buy
+2,695
New +$236K 0.09% 92
2015
Q3 		– Sell
-2,185
Closed -$211K – 78
2015
Q2 		$211K Buy
2,185
+22
+1% +$2.31K 0.08% 80
2015
Q1 		$227K Buy
2,163
+72
+3% +$7.68K 0.09% 75
2014
Q4 		$235K Sell
2,091
-160
-7% -$18.2K 0.09% 74
2014
Q3 		$269K Sell
2,251
-151
-6% -$19.3K 0.11% 67
2014
Q2 		$314K Buy
2,402
+675
+39% +$84K 0.14% 47
2014
Q1 		$205K Sell
1,727
-2,678
-61% -$311K 0.08% 60
2013
Q4 		$550K Buy
4,405
+2,087
+90% +$252K 0.21% 41
2013
Q3 		$282K Sell
2,318
-33
-1% -$4.06K 0.14% 43
2013
Q2 		$278K Buy
+2,351
New +$284K 0.14% 42

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

Modera Wealth Management's CVX Position: Q2 2026 in Review

Modera Wealth Management reduced its Chevron (CVX) stake by 3.8% in Q2 2026, selling an estimated $228K and leaving 30,986 shares worth $5.14M. The position accounts for 0.05% of the portfolio, ranked #182.

Modera Wealth Management first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.66M in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Modera Wealth Management held 30,986 shares of Chevron worth $5.14M as of Q2 2026.
  • Modera Wealth Management sold 1,226 Chevron shares in Q2 2026, an estimated $228K.
  • Chevron made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Modera Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
  • Modera Wealth Management's Chevron position peaked at $6.66M in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.