Rockline Wealth Management’s Chevron CVX Stock Holding History

Rockline 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	–	Sell	-1,186	Closed	-$245K	–	112
2026 Q1	$245K	Buy	+1,186	New	+$216K	0.05%	90

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Rockline Wealth Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,186 shares — an estimated $245K sold.

Rockline Wealth Management first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $245K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Rockline Wealth Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Rockline Wealth Management sold 1,186 Chevron shares in Q2 2026, an estimated $245K.
Rockline Wealth Management first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
Rockline Wealth Management's Chevron position peaked at $245K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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