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Schneider Downs Wealth Management Advisors’s Chevron CVX Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$227K Buy
1,372
+46
+3% +$8.56K 0.02% 159
2026
Q1 		$274K Buy
+1,326
New +$242K 0.03% 131

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

Schneider Downs Wealth Management Advisors's CVX Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Chevron (CVX) stake by 3.5% in Q2 2026, buying an estimated $8.56K and bringing the position to 1,372 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #159.

Schneider Downs Wealth Management Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $274K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 1,372 shares of Chevron worth $227K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 46 Chevron shares in Q2 2026, an estimated $8.56K.
  • Chevron made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #159 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Schneider Downs Wealth Management Advisors's Chevron position peaked at $274K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.