Quadcap Wealth Management’s Chevron CVX Stock Holding History

Quadcap 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	$3.09M	Buy	18,644 +403	+2%	+$75K	0.3%	71
2026 Q1	$3.77M	Sell	18,241 -435	-2%	-$79.3K	0.43%	57
2025 Q4	$2.85M	Buy	18,676 +193	+1%	+$29.4K	0.33%	67
2025 Q3	$2.87M	Sell	18,483 -129	-0.7%	-$20K	0.34%	64
2025 Q2	$2.67M	Sell	18,612 -173	-0.9%	-$24.4K	0.34%	61
2025 Q1	$3.14M	Sell	18,785 -436	-2%	-$68.3K	0.46%	48
2024 Q4	$2.78M	Buy	19,221 +294	+2%	+$45K	0.41%	46
2024 Q3	$2.79M	Sell	18,927 -1,956	-9%	-$291K	0.44%	45
2024 Q2	$3.27M	Buy	20,883 +1,236	+6%	+$197K	0.59%	36
2024 Q1	$3.1M	Sell	19,647 -1,151	-6%	-$174K	0.7%	27
2023 Q4	$3.1M	Buy	+20,798	New	+$3.15M	0.8%	21

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Quadcap Wealth Management increased its Chevron (CVX) stake by 2.2% in Q2 2026, buying an estimated $75K and bringing the position to 18,644 shares worth $3.09M. The position accounts for 0.3% of the portfolio, ranked #71.

Quadcap Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.77M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Quadcap Wealth Management held 18,644 shares of Chevron worth $3.09M as of Q2 2026.
Quadcap Wealth Management bought 403 Chevron shares in Q2 2026, an estimated $75K.
Chevron made up 0.3% of Quadcap Wealth Management's portfolio in Q2 2026, its #71 holding.
Quadcap Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's Chevron position peaked at $3.77M in Q1 2026.
2,524 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.