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Nicholson Wealth Management Group’s Chevron CVX Stock Holding History

Nicholson Wealth Management Group’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 		$530K Sell
3,198
-48
-1% -$8.93K 0.31% 84
2026
Q1 		$672K Buy
3,246
+350
+12% +$63.8K 0.39% 82
2025
Q4 		$441K Hold
2,896
– – 0.26% 91
2025
Q3 		$450K Buy
2,896
+2
+0.1% +$310 0.26% 91
2025
Q2 		$414K Buy
2,894
+112
+4% +$15.8K 0.26% 94
2025
Q1 		$465K Sell
2,782
-17
-0.6% -$2.66K 0.31% 86
2024
Q4 		$405K Buy
2,799
+138
+5% +$21.1K 0.27% 88
2024
Q3 		$392K Buy
+2,661
New +$396K 0.32% 86

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

Nicholson Wealth Management Group's CVX Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Chevron (CVX) stake by 1.5% in Q2 2026, selling an estimated $8.93K and leaving 3,198 shares worth $530K. The position accounts for 0.31% of the portfolio, ranked #84.

Nicholson Wealth Management Group first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $672K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nicholson Wealth Management Group held 3,198 shares of Chevron worth $530K as of Q2 2026.
  • Nicholson Wealth Management Group sold 48 Chevron shares in Q2 2026, an estimated $8.93K.
  • Chevron made up 0.31% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #84 holding.
  • Nicholson Wealth Management Group first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Chevron position peaked at $672K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.