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PW Nova Financial Services’s Chevron CVX Stock Holding History

PW Nova Financial 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 		$2.13M Buy
12,842
+570
+5% +$106K 0.46% 60
2026
Q1 		$2.54M Buy
12,272
+7,698
+168% +$1.4M 0.64% 43
2025
Q4 		$713K Buy
+4,574
New +$697K 0.27% 69

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

PW Nova Financial Services's CVX Position: Q2 2026 in Review

PW Nova Financial Services increased its Chevron (CVX) stake by 4.6% in Q2 2026, buying an estimated $106K and bringing the position to 12,842 shares worth $2.13M. The position accounts for 0.46% of the portfolio, ranked #60.

PW Nova Financial Services first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.54M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • PW Nova Financial Services held 12,842 shares of Chevron worth $2.13M as of Q2 2026.
  • PW Nova Financial Services bought 570 Chevron shares in Q2 2026, an estimated $106K.
  • Chevron made up 0.46% of PW Nova Financial Services's portfolio in Q2 2026, its #60 holding.
  • PW Nova Financial Services first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • PW Nova Financial Services's Chevron position peaked at $2.54M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.