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Pines Wealth Management’s Chevron CVX Stock Holding History

Pines 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 		$1.37M Buy
8,294
+207
+3% +$38.5K 0.4% 68
2026
Q1 		$1.67M Buy
8,087
+26
+0.3% +$4.74K 0.54% 43
2025
Q4 		$1.23M Sell
8,061
-24
-0.3% -$3.65K 0.4% 66
2025
Q3 		$1.26M Buy
8,085
+201
+3% +$31.1K 0.42% 56
2025
Q2 		$1.17M Buy
7,884
+76
+1% +$10.7K 0.41% 59
2025
Q1 		$1.07M Buy
7,808
+253
+3% +$39.6K 0.49% 49
2024
Q4 		$1.16M Buy
+7,555
New +$1.16M 0.5% 50

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

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

Pines Wealth Management increased its Chevron (CVX) stake by 2.6% in Q2 2026, buying an estimated $38.5K and bringing the position to 8,294 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #68.

Pines Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pines Wealth Management held 8,294 shares of Chevron worth $1.37M as of Q2 2026.
  • Pines Wealth Management bought 207 Chevron shares in Q2 2026, an estimated $38.5K.
  • Chevron made up 0.4% of Pines Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Pines Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Chevron position peaked at $1.67M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.