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Peterson Wealth Management’s Chevron CVX Stock Holding History

Peterson 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 		$18K Buy
109
+1
+0.9% +$186 0.01% 125
2026
Q1 		$22.3K Buy
+108
New +$19.7K 0.01% 109
2025
Q2 		– Sell
-8,014
Closed -$1.34M – 45
2025
Q1 		$1.34M Buy
8,014
+117
+1% +$18.3K 0.9% 30
2024
Q4 		$1.14M Sell
7,897
-465
-6% -$71.2K 0.68% 32
2024
Q3 		$1.23M Buy
8,362
+149
+2% +$22.2K 0.79% 32
2024
Q2 		$1.28M Buy
8,213
+448
+6% +$71.4K 0.79% 34
2024
Q1 		$1.22M Buy
+7,765
New +$1.17M 0.88% 37

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

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

Peterson Wealth Management increased its Chevron (CVX) stake by 0.93% in Q2 2026, buying an estimated $186 and bringing the position to 109 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #125.

Peterson Wealth Management first reported a position in CVX in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q1 2025. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Peterson Wealth Management held 109 shares of Chevron worth $18K as of Q2 2026.
  • Peterson Wealth Management bought 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Peterson Wealth Management first reported a position in Chevron in Q1 2024 and has held it in 7 quarters since.
  • Peterson Wealth Management's Chevron position peaked at $1.34M in Q1 2025.
  • 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.