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Parisi Gray Wealth Management’s Chevron CVX Stock Holding History

Parisi Gray 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 		$381K Sell
2,297
-115
-5% -$21.4K 0.08% 106
2026
Q1 		$499K Buy
2,412
+124
+5% +$22.6K 0.12% 93
2025
Q4 		$349K Sell
2,288
-139
-6% -$21.2K 0.08% 101
2025
Q3 		$377K Buy
2,427
+11
+0.5% +$1.7K 0.1% 93
2025
Q2 		$346K Sell
2,416
-303
-11% -$42.7K 0.1% 90
2025
Q1 		$455K Buy
2,719
+284
+12% +$44.5K 0.15% 80
2024
Q4 		$353K Buy
2,435
+130
+6% +$19.9K 0.11% 84
2024
Q3 		$339K Sell
2,305
-284
-11% -$42.3K 0.11% 85
2024
Q2 		$405K Buy
2,589
+110
+4% +$17.5K 0.15% 80
2024
Q1 		$391K Buy
2,479
+495
+25% +$74.7K 0.15% 80
2023
Q4 		$296K Sell
1,984
-108
-5% -$16.3K 0.12% 83
2023
Q3 		$353K Buy
2,092
+717
+52% +$116K 0.16% 78
2023
Q2 		$224K Hold
1,375
– – 0.1% 94
2023
Q1 		$224K Buy
1,375
+59
+4% +$9.89K 0.14% 76
2022
Q4 		$236K Buy
+1,316
New +$230K 0.12% 92
2021
Q3 		– Sell
-759
Closed -$80K – 232
2021
Q2 		$80K Buy
+759
New +$80.1K 0.03% 240
2020
Q4 		– Sell
-2,816
Closed -$203K – 121
2020
Q3 		$203K Sell
2,816
-7,553
-73% -$635K 0.11% 106
2020
Q2 		$925K Buy
10,369
+137
+1% +$12.3K 0.53% 43
2020
Q1 		$741K Sell
10,232
-60
-0.6% -$5.93K 0.52% 43
2019
Q4 		$1.24M Sell
10,292
-459
-4% -$54.1K 0.7% 38
2019
Q3 		$1.27M Buy
10,751
+96
+0.9% +$11.7K 0.85% 32
2019
Q2 		$1.33M Buy
10,655
+96
+0.9% +$11.6K 0.9% 29
2019
Q1 		$1.3M Buy
10,559
+123
+1% +$14.6K 0.83% 29
2018
Q4 		$1.13M Buy
10,436
+44
+0.4% +$5.1K 0.77% 30
2018
Q3 		$1.27M Buy
10,392
+386
+4% +$46.8K 0.78% 29
2018
Q2 		$1.24M Buy
10,006
+277
+3% +$34.4K 0.83% 27
2018
Q1 		$1.12M Hold
9,729
– – 0.86% 23
2017
Q4 		$1.24M Buy
+9,729
New +$1.15M 0.93% 25

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Parisi Gray Wealth Management's CVX Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its Chevron (CVX) stake by 4.8% in Q2 2026, selling an estimated $21.4K and leaving 2,297 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #106.

Parisi Gray Wealth Management first reported a position in CVX in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.33M in Q2 2019. 1,377 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Parisi Gray Wealth Management held 2,297 shares of Chevron worth $381K as of Q2 2026.
  • Parisi Gray Wealth Management sold 115 Chevron shares in Q2 2026, an estimated $21.4K.
  • Chevron made up 0.08% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Parisi Gray Wealth Management first reported a position in Chevron in Q4 2017 and has held it in 28 quarters since.
  • Parisi Gray Wealth Management's Chevron position peaked at $1.33M in Q2 2019.
  • 1,377 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.