MWM
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Modern Wealth Management’s Chevron CVX Stock Holding History

Modern 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 		$14.2M Buy
85,559
+5,197
+6% +$967K 0.17% 142
2026
Q1 		$15.9M Sell
80,362
-45,590
-36% -$8.31M 0.27% 95
2025
Q4 		$19.2M Buy
125,952
+4,483
+4% +$683K 0.35% 75
2025
Q3 		$18.9M Buy
121,469
+5,550
+5% +$860K 0.37% 74
2025
Q2 		$16.6M Buy
115,919
+3,331
+3% +$470K 0.41% 62
2025
Q1 		$18.8M Buy
112,588
+9,186
+9% +$1.44M 0.6% 39
2024
Q4 		$15M Buy
103,402
+77,980
+307% +$11.9M 0.56% 42
2024
Q3 		$3.74M Buy
25,422
+2,964
+13% +$441K 0.23% 74
2024
Q2 		$3.51M Buy
22,458
+3,354
+18% +$535K 0.26% 56
2024
Q1 		$3.01M Buy
19,104
+16,463
+623% +$2.48M 0.28% 47
2023
Q4 		$394K Buy
+2,641
New +$399K 0.05% 113

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Modern Wealth Management increased its Chevron (CVX) stake by 6.5% in Q2 2026, buying an estimated $967K and bringing the position to 85,559 shares worth $14.2M. The position accounts for 0.17% of the portfolio, ranked #142.

Modern Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.2M in Q4 2025. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Modern Wealth Management held 85,559 shares of Chevron worth $14.2M as of Q2 2026.
  • Modern Wealth Management bought 5,197 Chevron shares in Q2 2026, an estimated $967K.
  • Chevron made up 0.17% of Modern Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Modern Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's Chevron position peaked at $19.2M in Q4 2025.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.