PWM
CVX icon

Puff Wealth Management’s Chevron CVX Stock Holding History

Puff 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 		$367K Buy
+2,216
New +$412K 0.37% 57
2025
Q4 		$349K Buy
2,236
+20
+0.9% +$3.05K 0.45% 51
2025
Q3 		$344K Buy
2,216
+2
+0.1% +$310 0.52% 45
2025
Q2 		$317K Sell
2,214
-171
-7% -$24.1K 0.23% 77
2025
Q1 		$399K Hold
2,385
– – 0.37% 59
2024
Q4 		$345K Buy
+2,385
New +$365K 0.6% 42

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

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

Puff Wealth Management opened a new position in Chevron (CVX) in Q2 2026: 2,216 shares worth $367K. The stake represents 0.37% of the portfolio and ranks #57 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in CVX as recently as Q4 2025.

Puff Wealth Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q1 2025. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Puff Wealth Management held 2,216 shares of Chevron worth $367K as of Q2 2026.
  • Chevron was a new Puff Wealth Management position in Q2 2026.
  • Chevron made up 0.37% of Puff Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Puff Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Puff Wealth Management's Chevron position peaked at $399K in Q1 2025.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.