Private Wealth Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
Private Wealth Asset Management's CVX Position: Q2 2026 in Review
Private Wealth Asset Management increased its Chevron (CVX) stake by 7.2% in Q2 2026, buying an estimated $330K and bringing the position to 26,233 shares worth $4.35M. The position accounts for 0.42% of the portfolio, ranked #49.
Private Wealth Asset Management first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.06M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Private Wealth Asset Management held 26,233 shares of Chevron worth $4.35M as of Q2 2026.
- Private Wealth Asset Management bought 1,773 Chevron shares in Q2 2026, an estimated $330K.
- Chevron made up 0.42% of Private Wealth Asset Management's portfolio in Q2 2026, its #49 holding.
- Private Wealth Asset Management first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
- Private Wealth Asset Management's Chevron position peaked at $5.06M in Q1 2026.
- 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.