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Private Wealth Management Group’s Chevron CVX Stock Holding History

Private Wealth Management Group’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 		$164K Buy
987
+363
+58% +$67.6K 0.04% 128
2026
Q1 		$129K Buy
624
+77
+14% +$14K 0.03% 116
2025
Q4 		$83.4K Buy
547
+7
+1% +$1.07K 0.02% 143
2025
Q3 		$83.9K Buy
540
+179
+50% +$27.7K 0.02% 138
2025
Q2 		$51.7K Sell
361
-106
-23% -$14.9K 0.02% 168
2025
Q1 		$78.1K Sell
467
-64
-12% -$10K 0.03% 131
2024
Q4 		$76.9K Buy
531
+32
+6% +$4.9K 0.03% 136
2024
Q3 		$73.5K Sell
499
-60
-11% -$8.93K 0.03% 134
2024
Q2 		$87.4K Buy
559
+95
+20% +$15.1K 0.04% 114
2024
Q1 		$73.2K Buy
464
+63
+16% +$9.51K 0.03% 123
2023
Q4 		$59.8K Buy
+401
New +$60.6K 0.03% 140

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Private Wealth Management Group's CVX Position: Q2 2026 in Review

Private Wealth Management Group increased its Chevron (CVX) stake by 58% in Q2 2026, buying an estimated $67.6K and bringing the position to 987 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #128.

Private Wealth Management Group first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. 2,362 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Private Wealth Management Group held 987 shares of Chevron worth $164K as of Q2 2026.
  • Private Wealth Management Group bought 363 Chevron shares in Q2 2026, an estimated $67.6K.
  • Chevron made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #128 holding.
  • Private Wealth Management Group first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • 2,362 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.