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Private Client Services’s Chevron CVX Stock Holding History

Private Client Services’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 		$446K Sell
2,692
-166
-6% -$30.9K 0.12% 139
2026
Q1 		$591K Buy
2,858
+859
+43% +$157K 0.18% 102
2025
Q4 		$305K Sell
1,999
-549
-22% -$83.6K 0.1% 142
2025
Q3 		$396K Sell
2,548
-418
-14% -$64.7K 0.13% 122
2025
Q2 		$425K Buy
2,966
+1,034
+54% +$146K 0.17% 123
2025
Q1 		$323K Buy
1,932
+241
+14% +$37.7K 0.16% 125
2024
Q4 		$245K Sell
1,691
-7
-0.4% -$1.07K 0.13% 151
2024
Q3 		$250K Buy
1,698
+46
+3% +$6.85K 0.13% 142
2024
Q2 		$258K Buy
1,652
+4
+0.2% +$638 0.16% 111
2024
Q1 		$260K Sell
1,648
-98
-6% -$14.8K 0.17% 105
2023
Q4 		$260K Buy
+1,746
New +$264K 0.21% 114

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

Private Client Services's CVX Position: Q2 2026 in Review

Private Client Services reduced its Chevron (CVX) stake by 5.8% in Q2 2026, selling an estimated $30.9K and leaving 2,692 shares worth $446K. The position accounts for 0.12% of the portfolio, ranked #139.

Private Client Services first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $591K in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Private Client Services held 2,692 shares of Chevron worth $446K as of Q2 2026.
  • Private Client Services sold 166 Chevron shares in Q2 2026, an estimated $30.9K.
  • Chevron made up 0.12% of Private Client Services's portfolio in Q2 2026, its #139 holding.
  • Private Client Services first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Private Client Services's Chevron position peaked at $591K in Q1 2026.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.