Moulton Wealth Management’s Chevron CVX Stock Holding History

Moulton 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	$822K	Buy	4,934 +2	+0%	+$372	0.54%	42
2026 Q1	$989K	Buy	4,932 +2	+0%	+$365	0.67%	36
2025 Q4	$769K	Buy	4,930 +77	+2%	+$11.7K	0.73%	35
2025 Q3	$754K	Buy	4,853 +3	+0.1%	+$465	0.55%	40
2025 Q2	$720K	Buy	4,850 +2	+0%	+$282	0.54%	32
2025 Q1	$811K	Buy	4,848 +2	+0%	+$313	0.62%	26
2024 Q4	$702K	Hold	4,846	–	–	0.54%	31
2024 Q3	$730K	Hold	4,846	–	–	0.61%	29
2024 Q2	$745K	Hold	4,846	–	–	0.68%	24
2024 Q1	$764K	Hold	4,846	–	–	0.8%	18
2023 Q4	$711K	Hold	4,846	–	–	0.91%	13
2023 Q3	$787K	Hold	4,846	–	–	1.16%	11
2023 Q2	$763K	Hold	4,846	–	–	1.35%	13
2023 Q1	$820K	Hold	4,846	–	–	1.8%	11
2022 Q4	$852K	Hold	4,846	–	–	2.92%	10
2022 Q3	$696K	Sell	4,846 -357	-7%	-$54.4K	4.38%	8
2022 Q2	$854K	Hold	5,203	–	–	0.89%	15
2022 Q1	$854K	Buy	5,203 +3	+0.1%	+$430	0.89%	15
2021 Q4	$633K	Buy	5,200 +554	+12%	+$62.9K	0.46%	23
2021 Q3	$485K	Hold	4,646	–	–	0.36%	27
2021 Q2	$487K	Hold	4,646	–	–	0.36%	32
2021 Q1	$481K	Sell	4,646 -58	-1%	-$5.66K	0.36%	33
2020 Q4	$431K	Hold	4,704	–	–	0.35%	20
2020 Q3	$350K	Hold	4,704	–	–	0.38%	14
2020 Q2	$415K	Hold	4,704	–	–	0.52%	13
2020 Q1	$397K	Sell	4,704 -1,112	-19%	-$110K	0.65%	11
2019 Q4	$704K	Buy	+5,816	New	+$685K	0.58%	19

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

Moulton Wealth Management increased its Chevron (CVX) stake by 0.04% in Q2 2026, buying an estimated $372 and bringing the position to 4,934 shares worth $822K. The position accounts for 0.54% of the portfolio, ranked #42.

Moulton Wealth Management first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $989K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Moulton Wealth Management held 4,934 shares of Chevron worth $822K as of Q2 2026.
Moulton Wealth Management bought 2 Chevron shares in Q2 2026, an estimated $372.
Chevron made up 0.54% of Moulton Wealth Management's portfolio in Q2 2026, its #42 holding.
Moulton Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
Moulton Wealth Management's Chevron position peaked at $989K in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.