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Sendero Wealth Management’s Chevron CVX Stock Holding History

Sendero 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 		$1.28M Buy
7,744
+1,352
+21% +$252K 0.13% 109
2026
Q1 		$1.32M Sell
6,392
-136
-2% -$24.8K 0.15% 87
2025
Q4 		$995K Buy
6,528
+400
+7% +$60.9K 0.11% 107
2025
Q3 		$952K Buy
6,128
+8
+0.1% +$1.24K 0.11% 107
2025
Q2 		$876K Sell
6,120
-130
-2% -$18.3K 0.11% 107
2025
Q1 		$1.05M Buy
6,250
+34
+0.5% +$5.32K 0.15% 87
2024
Q4 		$900K Buy
6,216
+7
+0.1% +$1.07K 0.13% 87
2024
Q3 		$914K Buy
6,209
+9
+0.1% +$1.34K 0.14% 87
2024
Q2 		$970K Sell
6,200
-349
-5% -$55.7K 0.16% 78
2024
Q1 		$1.03M Buy
6,549
+293
+5% +$44.2K 0.18% 75
2023
Q4 		$933K Buy
6,256
+8
+0.1% +$1.21K 0.18% 85
2023
Q3 		$1.05M Buy
6,248
+6
+0.1% +$969 0.23% 73
2023
Q2 		$982K Buy
+6,242
New +$1M 0.21% 78

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

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

Sendero Wealth Management increased its Chevron (CVX) stake by 21% in Q2 2026, buying an estimated $252K and bringing the position to 7,744 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #109.

Sendero Wealth Management first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sendero Wealth Management held 7,744 shares of Chevron worth $1.28M as of Q2 2026.
  • Sendero Wealth Management bought 1,352 Chevron shares in Q2 2026, an estimated $252K.
  • Chevron made up 0.13% of Sendero Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Sendero Wealth Management first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
  • Sendero Wealth Management's Chevron position peaked at $1.32M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.