SWM
CVX icon

Salvus Wealth Management’s Chevron CVX Stock Holding History

Salvus 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 		$1.38M Sell
8,325
-255
-3% -$47.5K 0.77% 39
2026
Q1 		$1.78M Buy
8,580
+71
+0.8% +$12.9K 1.03% 31
2025
Q4 		$1.3M Buy
8,509
+296
+4% +$45.1K 0.73% 35
2025
Q3 		$1.28M Buy
8,213
+383
+5% +$59.3K 0.71% 37
2025
Q2 		$1.12M Buy
7,830
+1,700
+28% +$240K 0.65% 44
2025
Q1 		$1.03M Buy
6,130
+111
+2% +$17.4K 0.64% 45
2024
Q4 		$872K Buy
6,019
+40
+0.7% +$6.12K 0.56% 51
2024
Q3 		$881K Buy
5,979
+121
+2% +$18K 0.54% 53
2024
Q2 		$916K Sell
5,858
-235
-4% -$37.5K 0.63% 44
2024
Q1 		$961K Buy
6,093
+3
+0% +$453 0.66% 41
2023
Q4 		$908K Buy
6,090
+45
+0.7% +$6.81K 0.65% 39
2023
Q3 		$1.02M Buy
6,045
+109
+2% +$17.6K 0.81% 32
2023
Q2 		$934K Buy
5,936
+377
+7% +$60.4K 0.72% 36
2023
Q1 		$907K Buy
5,559
+92
+2% +$15.4K 0.73% 36
2022
Q4 		$981K Buy
5,467
+29
+0.5% +$5.06K 0.9% 29
2022
Q3 		$781K Buy
5,438
+213
+4% +$32.5K 0.74% 37
2022
Q2 		$756K Buy
5,225
+19
+0.4% +$3.14K 0.68% 37
2022
Q1 		$848K Sell
5,206
-445
-8% -$63.8K 0.65% 38
2021
Q4 		$663K Buy
5,651
+207
+4% +$23.5K 0.48% 49
2021
Q3 		$552K Buy
5,444
+330
+6% +$32.9K 0.45% 50
2021
Q2 		$543K Buy
5,114
+640
+14% +$67.6K 0.46% 51
2021
Q1 		$461K Buy
4,474
+431
+11% +$42.1K 0.43% 55
2020
Q4 		$368K Buy
+4,043
New +$327K 0.4% 63

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Salvus Wealth Management reduced its Chevron (CVX) stake by 3% in Q2 2026, selling an estimated $47.5K and leaving 8,325 shares worth $1.38M. The position accounts for 0.77% of the portfolio, ranked #39.

Salvus Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.78M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Salvus Wealth Management held 8,325 shares of Chevron worth $1.38M as of Q2 2026.
  • Salvus Wealth Management sold 255 Chevron shares in Q2 2026, an estimated $47.5K.
  • Chevron made up 0.77% of Salvus Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Salvus Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Chevron position peaked at $1.78M in Q1 2026.
  • 2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.