Seaside Wealth Management’s Chevron CVX Stock Holding History

Seaside 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	$259K	Buy	+1,565	New	+$291K	0.06%	63

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

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

Seaside Wealth Management opened a new position in Chevron (CVX) in Q2 2026: 1,565 shares worth $259K. The stake represents 0.06% of the portfolio and ranks #63 among its holdings.

4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Seaside Wealth Management held 1,565 shares of Chevron worth $259K as of Q2 2026.
Chevron was a new Seaside Wealth Management position in Q2 2026.
Chevron made up 0.06% of Seaside Wealth Management's portfolio in Q2 2026, its #63 holding.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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