PJWM
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Philip James Wealth Mangement’s Chevron CVX Stock Holding History

Philip James Wealth Mangement’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 		$10.3M Sell
62,112
-3,090
-5% -$575K 1.16% 19
2026
Q1 		$13.5M Sell
65,202
-1,287
-2% -$235K 1.55% 10
2025
Q4 		$10.1M Buy
66,489
+15,400
+30% +$2.35M 1.17% 19
2025
Q3 		$7.93M Sell
51,089
-59
-0.1% -$9.14K 0.93% 27
2025
Q2 		$7.32M Buy
51,148
+14,936
+41% +$2.11M 0.93% 25
2025
Q1 		$6.06M Sell
36,212
-375
-1% -$58.7K 0.74% 30
2024
Q4 		$5.3M Sell
36,587
-1,845
-5% -$282K 0.69% 35
2024
Q3 		$5.66M Buy
+38,432
New +$5.72M 0.7% 34
2024
Q2 		– Sell
-1,414
Closed -$223K – 79
2024
Q1 		$223K Sell
1,414
-1,793
-56% -$271K 0.16% 69
2023
Q4 		$478K Buy
+3,207
New +$485K 0.37% 34

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

Philip James Wealth Mangement's CVX Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Chevron (CVX) stake by 4.7% in Q2 2026, selling an estimated $575K and leaving 62,112 shares worth $10.3M. The position accounts for 1.16% of the portfolio, ranked #19.

Philip James Wealth Mangement first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.5M in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Philip James Wealth Mangement held 62,112 shares of Chevron worth $10.3M as of Q2 2026.
  • Philip James Wealth Mangement sold 3,090 Chevron shares in Q2 2026, an estimated $575K.
  • Chevron made up 1.16% of Philip James Wealth Mangement's portfolio in Q2 2026, its #19 holding.
  • Philip James Wealth Mangement first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Philip James Wealth Mangement's Chevron position peaked at $13.5M in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.