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Papamarkou Wellner Asset Management’s Chevron CVX Stock Holding History

Papamarkou Wellner Asset 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 		$6.41M Hold
31,005
– – 4.02% 6
2026
Q1 		$6.41M Buy
31,005
+169
+0.5% +$30.8K 3.92% 6
2025
Q4 		$4.7M Buy
30,836
+17
+0.1% +$2.59K 2.82% 7
2025
Q3 		$4.79M Buy
30,819
+14,927
+94% +$2.31M 2.96% 6
2025
Q2 		$2.28M Buy
15,892
+332
+2% +$46.8K 1.51% 22
2025
Q1 		$2.6M Buy
15,560
+335
+2% +$52.4K 1.81% 13
2024
Q4 		$2.21M Buy
+15,225
New +$2.33M 1.52% 19

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

Papamarkou Wellner Asset Management's CVX Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its Chevron (CVX) position steady in Q2 2026 at 31,005 shares worth $6.41M. The position accounts for 4.02% of the portfolio, ranked #6.

Papamarkou Wellner Asset Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Papamarkou Wellner Asset Management held 31,005 shares of Chevron worth $6.41M as of Q2 2026.
  • Papamarkou Wellner Asset Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 4.02% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #6 holding.
  • Papamarkou Wellner Asset Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.