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Northwest Wealth Management’s Chevron CVX Stock Holding History

Northwest 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 		$467K Buy
2,819
+930
+49% +$173K 0.06% 138
2026
Q1 		$391K Buy
1,889
+84
+5% +$15.3K 0.06% 146
2025
Q4 		$275K Sell
1,805
-766
-30% -$117K 0.04% 196
2025
Q3 		$399K Buy
2,571
+729
+40% +$113K 0.07% 127
2025
Q2 		$264K Buy
1,842
+93
+5% +$13.1K 0.05% 162
2025
Q1 		$293K Sell
1,749
-1
-0.1% -$157 0.06% 138
2024
Q4 		$253K Sell
1,750
-16
-0.9% -$2.45K 0.05% 140
2024
Q3 		$260K Sell
1,766
-118
-6% -$17.6K 0.06% 133
2024
Q2 		$295K Buy
1,884
+102
+6% +$16.3K 0.08% 121
2024
Q1 		$281K Sell
1,782
-266
-13% -$40.1K 0.08% 131
2023
Q4 		$306K Sell
2,048
-2,387
-54% -$361K 0.09% 120
2023
Q3 		$748K Buy
4,435
+55
+1% +$8.88K 0.27% 70
2023
Q2 		$689K Sell
4,380
-44
-1% -$7.05K 0.25% 72
2023
Q1 		$722K Buy
4,424
+1,859
+72% +$312K 0.28% 71
2022
Q4 		$460K Buy
2,565
+395
+18% +$68.9K 0.2% 90
2022
Q3 		$312K Buy
2,170
+677
+45% +$103K 0.14% 112
2022
Q2 		$216K Sell
1,493
-30
-2% -$4.96K 0.09% 133
2022
Q1 		$248K Buy
+1,523
New +$218K 0.12% 116
2021
Q3 		– Sell
-1,924
Closed -$201K – 121
2021
Q2 		$201K Buy
+1,924
New +$203K 0.11% 126
2019
Q4 		– Sell
-2,456
Closed -$291K – 102
2019
Q3 		$291K Sell
2,456
-386
-14% -$46.9K 0.24% 92
2019
Q2 		$354K Buy
2,842
+3
+0.1% +$363 0.29% 84
2019
Q1 		$350K Sell
2,839
-7
-0.2% -$828 0.26% 81
2018
Q4 		$310K Buy
2,846
+288
+11% +$33.4K 0.26% 79
2018
Q3 		$313K Buy
2,558
+3
+0.1% +$364 0.23% 86
2018
Q2 		$323K Buy
2,555
+3
+0.1% +$372 0.24% 77
2018
Q1 		$291K Buy
2,552
+47
+2% +$5.62K 0.22% 85
2017
Q4 		$314K Buy
2,505
+29
+1% +$3.44K 0.26% 72
2017
Q3 		$291K Sell
2,476
-67
-3% -$7.31K 0.41% 49
2017
Q2 		$265K Sell
2,543
-288
-10% -$30.5K 0.24% 79
2017
Q1 		$304K Buy
2,831
+3
+0.1% +$336 0.28% 71
2016
Q4 		$333K Buy
+2,828
New +$308K 0.34% 62

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Northwest Wealth Management increased its Chevron (CVX) stake by 49% in Q2 2026, buying an estimated $173K and bringing the position to 2,819 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #138.

Northwest Wealth Management first reported a position in CVX in Q4 2016 and has held it in 31 quarters since. The position peaked at $748K in Q3 2023. 1,833 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Northwest Wealth Management held 2,819 shares of Chevron worth $467K as of Q2 2026.
  • Northwest Wealth Management bought 930 Chevron shares in Q2 2026, an estimated $173K.
  • Chevron made up 0.06% of Northwest Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Northwest Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 31 quarters since.
  • Northwest Wealth Management's Chevron position peaked at $748K in Q3 2023.
  • 1,833 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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