MWM
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Moran Wealth Management’s Chevron CVX Stock Holding History

Moran 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 		$14.5M Sell
87,652
-2,754
-3% -$513K 0.4% 76
2026
Q1 		$18.7M Sell
90,406
-3,778
-4% -$689K 0.57% 45
2025
Q4 		$14.4M Sell
94,184
-2,086
-2% -$318K 0.44% 72
2025
Q3 		$14.9M Buy
96,270
+9
+0% +$1.39K 0.45% 70
2025
Q2 		$13.8M Buy
+96,261
New +$13.6M 0.42% 71
2023
Q4 		– Sell
-32,206
Closed -$5.43M – 424
2023
Q3 		$5.43M Sell
32,206
-78,317
-71% -$12.6M 0.21% 145
2023
Q2 		$17.4M Sell
110,523
-3,399
-3% -$545K 0.65% 54
2023
Q1 		$18.6M Buy
113,922
+26,929
+31% +$4.51M 0.7% 43
2022
Q4 		$15.6M Buy
+86,993
New +$15.2M 0.59% 52

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

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

Moran Wealth Management reduced its Chevron (CVX) stake by 3% in Q2 2026, selling an estimated $513K and leaving 87,652 shares worth $14.5M. The position accounts for 0.4% of the portfolio, ranked #76.

Moran Wealth Management first reported a position in CVX in Q4 2022 and has held it in 9 quarters since. The position peaked at $18.7M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Moran Wealth Management held 87,652 shares of Chevron worth $14.5M as of Q2 2026.
  • Moran Wealth Management sold 2,754 Chevron shares in Q2 2026, an estimated $513K.
  • Chevron made up 0.4% of Moran Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Moran Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 9 quarters since.
  • Moran Wealth Management's Chevron position peaked at $18.7M in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.