QPW
CVX icon

Quantum Private Wealth’s Chevron CVX Stock Holding History

Quantum Private Wealth’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 		$386K Hold
2,327
– – 0.1% 119
2026
Q1 		$481K Sell
2,327
-160
-6% -$29.2K 0.15% 96
2025
Q4 		$379K Sell
2,487
-200
-7% -$30.5K 0.11% 112
2025
Q3 		$417K Sell
2,687
-1,009
-27% -$156K 0.12% 114
2025
Q2 		$529K Buy
3,696
+97
+3% +$13.7K 0.17% 97
2025
Q1 		$602K Hold
3,599
– – 0.23% 80
2024
Q4 		$521K Sell
3,599
-20
-0.6% -$3.06K 0.17% 104
2024
Q3 		$533K Sell
3,619
-114
-3% -$17K 0.18% 107
2024
Q2 		$584K Buy
3,733
+9
+0.2% +$1.44K 0.21% 89
2024
Q1 		$587K Sell
3,724
-47
-1% -$7.09K 0.22% 88
2023
Q4 		$562K Buy
3,771
+250
+7% +$37.8K 0.24% 92
2023
Q3 		$594K Hold
3,521
– – 0.28% 81
2023
Q2 		$554K Buy
3,521
+1,538
+78% +$247K 0.26% 88
2023
Q1 		$324K Hold
1,983
– – 0.18% 125
2022
Q4 		$356K Buy
1,983
+96
+5% +$16.8K 0.23% 110
2022
Q3 		$271K Buy
+1,887
New +$288K 0.17% 132

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

Quantum Private Wealth's CVX Position: Q2 2026 in Review

Quantum Private Wealth held its Chevron (CVX) position steady in Q2 2026 at 2,327 shares worth $386K. The position accounts for 0.1% of the portfolio, ranked #119.

Quantum Private Wealth first reported a position in CVX in Q3 2022 and has held it in 16 quarters since. The position peaked at $602K in Q1 2025. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Quantum Private Wealth held 2,327 shares of Chevron worth $386K as of Q2 2026.
  • Quantum Private Wealth left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.1% of Quantum Private Wealth's portfolio in Q2 2026, its #119 holding.
  • Quantum Private Wealth first reported a position in Chevron in Q3 2022 and has held it in 16 quarters since.
  • Quantum Private Wealth's Chevron position peaked at $602K in Q1 2025.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.