NW
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NewEdge Wealth’s Chevron CVX Stock Holding History

NewEdge Wealth’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 		$11.5M Buy
69,556
+1,590
+2% +$296K 0.12% 130
2026
Q1 		$14.1M Sell
67,966
-17,788
-21% -$3.24M 0.17% 103
2025
Q4 		$13.1M Buy
85,754
+4,154
+5% +$633K 0.15% 115
2025
Q3 		$12.5M Buy
81,600
+5,876
+8% +$910K 0.18% 108
2025
Q2 		$11.6M Buy
75,724
+14,123
+23% +$1.99M 0.18% 106
2025
Q1 		$10.3M Buy
61,601
+4,324
+8% +$677K 0.19% 106
2024
Q4 		$8.3M Buy
57,277
+1,153
+2% +$176K 0.14% 128
2024
Q3 		$8.27M Buy
56,124
+15,039
+37% +$2.24M 0.15% 137
2024
Q2 		$6.43M Sell
41,085
-8,608
-17% -$1.37M 0.14% 133
2024
Q1 		$7.99M Buy
49,693
+1,936
+4% +$292K 0.18% 121
2023
Q4 		$7.12M Buy
47,757
+2,135
+5% +$323K 0.18% 123
2023
Q3 		$7.69M Buy
45,622
+2,664
+6% +$430K 0.24% 106
2023
Q2 		$6.76M Buy
42,958
+223
+0.5% +$35.8K 0.23% 108
2023
Q1 		$6.97M Buy
42,735
+2,064
+5% +$346K 0.26% 97
2022
Q4 		$7.3M Sell
40,671
-1,006
-2% -$176K 0.31% 91
2022
Q3 		$5.99M Buy
41,677
+3,588
+9% +$547K 0.28% 92
2022
Q2 		$5.51M Buy
38,089
+32,766
+616% +$5.42M 0.25% 99
2022
Q1 		$867K Buy
5,323
+1,785
+50% +$256K 0.04% 235
2021
Q4 		$415K Buy
3,538
+341
+11% +$38.7K 0.02% 313
2021
Q3 		$324K Buy
3,197
+817
+34% +$81.5K 0.02% 241
2021
Q2 		$249K Sell
2,380
-275
-10% -$29K 0.02% 256
2021
Q1 		$278K Buy
+2,655
New +$259K 0.03% 261

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

NewEdge Wealth's CVX Position: Q2 2026 in Review

NewEdge Wealth increased its Chevron (CVX) stake by 2.3% in Q2 2026, buying an estimated $296K and bringing the position to 69,556 shares worth $11.5M. The position accounts for 0.12% of the portfolio, ranked #130.

NewEdge Wealth first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.1M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • NewEdge Wealth held 69,556 shares of Chevron worth $11.5M as of Q2 2026.
  • NewEdge Wealth bought 1,590 Chevron shares in Q2 2026, an estimated $296K.
  • Chevron made up 0.12% of NewEdge Wealth's portfolio in Q2 2026, its #130 holding.
  • NewEdge Wealth first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Chevron position peaked at $14.1M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.