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Parkshore Wealth Management’s Chevron CVX Stock Holding History

Parkshore 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 		$287K Sell
1,732
-1,004
-37% -$187K 0.08% 61
2026
Q1 		$566K Buy
2,736
+26
+1% +$4.74K 0.19% 42
2025
Q4 		$413K Sell
2,710
-77
-3% -$11.7K 0.16% 46
2025
Q3 		$433K Buy
2,787
+56
+2% +$8.67K 0.18% 45
2025
Q2 		$391K Buy
2,731
+30
+1% +$4.23K 0.19% 47
2025
Q1 		$452K Buy
2,701
+16
+0.6% +$2.5K 0.26% 43
2024
Q4 		$389K Buy
+2,685
New +$411K 0.23% 47

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

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

Parkshore Wealth Management reduced its Chevron (CVX) stake by 37% in Q2 2026, selling an estimated $187K and leaving 1,732 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #61.

Parkshore Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $566K in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Parkshore Wealth Management held 1,732 shares of Chevron worth $287K as of Q2 2026.
  • Parkshore Wealth Management sold 1,004 Chevron shares in Q2 2026, an estimated $187K.
  • Chevron made up 0.08% of Parkshore Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Parkshore Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Parkshore Wealth Management's Chevron position peaked at $566K in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.