Schrum Private Wealth Management’s Chevron CVX Stock Holding History

Schrum Private 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	$1.15M	Buy	7,295 +331	+5%	+$61.6K	1.18%	23
2026 Q1	$1.44M	Sell	6,964 -17	-0.2%	-$3.1K	1.1%	22
2025 Q4	$1.06M	Sell	6,981 -143	-2%	-$21.8K	0.79%	36
2025 Q3	$1.11M	Sell	7,124 -27	-0.4%	-$4.18K	0.81%	32
2025 Q2	$1.02M	Sell	7,151 -93	-1%	-$13.1K	0.82%	33
2025 Q1	$1.21M	Buy	7,244 +6	+0.1%	+$939	1.07%	28
2024 Q4	$1.05M	Sell	7,238 -6,096	-46%	-$933K	0.89%	31
2024 Q3	$1.96M	Buy	13,334 +5,958	+81%	+$887K	1.01%	23
2024 Q2	$1.15M	Sell	7,376 -15	-0.2%	-$2.39K	1.04%	27
2024 Q1	$1.17M	Buy	7,391 +1,415	+24%	+$214K	1.06%	26
2023 Q4	$891K	Sell	5,976 -1,584	-21%	-$240K	1.26%	20
2023 Q3	$1.27M	Buy	7,560 +5	+0.1%	+$808	1.45%	17
2023 Q2	$1.19M	Buy	7,555 +5	+0.1%	+$802	1.29%	19
2023 Q1	$1.23M	Buy	7,550 +194	+3%	+$32.5K	1.42%	18
2022 Q4	$1.32M	Buy	7,356 +691	+10%	+$121K	1.56%	17
2022 Q3	$957K	Buy	6,665 +101	+2%	+$15.4K	1.21%	23
2022 Q2	$950K	Buy	6,564 +3	+0%	+$496	1.07%	25
2022 Q1	$1.03M	Buy	6,561 +149	+2%	+$21.4K	1.04%	26
2021 Q4	$754K	Buy	+6,412	New	+$728K	0.69%	42

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

Schrum Private Wealth Management's CVX Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Chevron (CVX) stake by 4.8% in Q2 2026, buying an estimated $61.6K and bringing the position to 7,295 shares worth $1.15M. The position accounts for 1.18% of the portfolio, ranked #23.

Schrum Private Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.96M in Q3 2024. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Schrum Private Wealth Management held 7,295 shares of Chevron worth $1.15M as of Q2 2026.
Schrum Private Wealth Management bought 331 Chevron shares in Q2 2026, an estimated $61.6K.
Chevron made up 1.18% of Schrum Private Wealth Management's portfolio in Q2 2026, its #23 holding.
Schrum Private Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Schrum Private Wealth Management's Chevron position peaked at $1.96M in Q3 2024.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.