QWM
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Quaker Wealth Management’s Chevron CVX Stock Holding History

Quaker 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
2025
Q2 		– Sell
-222
Closed -$37.2K – 1069
2025
Q1 		$37.2K Buy
+222
New +$34.8K 0.01% 184

Other funds holding CVX

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Quaker Wealth Management reduced its Chevron (CVX) stake by 18% in Q2 2026, selling an estimated $31.5K and leaving 794 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #95.

Quaker Wealth Management first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $199K in Q1 2026. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Quaker Wealth Management held 794 shares of Chevron worth $132K as of Q2 2026.
  • Quaker Wealth Management sold 169 Chevron shares in Q2 2026, an estimated $31.5K.
  • Chevron made up 0.04% of Quaker Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Quaker Wealth Management first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Chevron position peaked at $199K in Q1 2026.
  • 1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.