Paragon Private Wealth Management’s Chevron CVX Stock Holding History

Paragon Private 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	$1.25M	Buy	7,534 +1,055	+16%	+$196K	0.33%	79
2026 Q1	$1.34M	Buy	6,479 +833	+15%	+$152K	0.42%	67
2025 Q4	$861K	Buy	5,646 +1,269	+29%	+$193K	0.26%	106
2025 Q3	$680K	Buy	4,377 +586	+15%	+$90.8K	0.22%	117
2025 Q2	$543K	Sell	3,791 -1,095	-22%	-$154K	0.22%	126
2025 Q1	$817K	Sell	4,886 -137	-3%	-$21.4K	0.38%	76
2024 Q4	$727K	Buy	5,023 +431	+9%	+$66K	0.34%	83
2024 Q3	$676K	Sell	4,592 -826	-15%	-$123K	0.34%	87
2024 Q2	$847K	Sell	5,418 -186	-3%	-$29.7K	0.48%	64
2024 Q1	$884K	Sell	5,604 -22	-0.4%	-$3.32K	0.53%	63
2023 Q4	$839K	Buy	5,626 +615	+12%	+$93K	0.58%	60
2023 Q3	$845K	Buy	5,011 +299	+6%	+$48.3K	0.7%	52
2023 Q2	$741K	Sell	4,712 -51	-1%	-$8.18K	0.59%	59
2023 Q1	$777K	Buy	4,763 +816	+21%	+$137K	0.66%	51
2022 Q4	$708K	Buy	3,947 +640	+19%	+$112K	0.64%	49
2022 Q3	$578K	Buy	3,307 +1,419	+75%	+$216K	0.56%	54
2022 Q2	$273K	Buy	+1,888	New	+$312K	0.29%	86

Other funds holding CVX

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

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Paragon Private Wealth Management's CVX Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $196K and bringing the position to 7,534 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #79.

Paragon Private Wealth Management first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.34M in Q1 2026. 1,957 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Paragon Private Wealth Management held 7,534 shares of Chevron worth $1.25M as of Q2 2026.
Paragon Private Wealth Management bought 1,055 Chevron shares in Q2 2026, an estimated $196K.
Chevron made up 0.33% of Paragon Private Wealth Management's portfolio in Q2 2026, its #79 holding.
Paragon Private Wealth Management first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
Paragon Private Wealth Management's Chevron position peaked at $1.34M in Q1 2026.
1,957 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.