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Sheets Smith Wealth Management’s Chevron CVX Stock Holding History

Sheets Smith 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 		$1.12M Buy
6,727
+16
+0.2% +$2.98K 0.11% 180
2026
Q1 		$1.39M Buy
6,711
+199
+3% +$36.3K 0.16% 137
2025
Q4 		$993K Buy
6,512
+800
+14% +$122K 0.11% 181
2025
Q3 		$887K Buy
5,712
+274
+5% +$42.4K 0.1% 192
2025
Q2 		$779K Buy
5,438
+942
+21% +$133K 0.09% 207
2025
Q1 		$752K Sell
4,496
-92
-2% -$14.4K 0.09% 194
2024
Q4 		$665K Sell
4,588
-53
-1% -$8.11K 0.08% 211
2024
Q3 		$683K Buy
4,641
+229
+5% +$34.1K 0.08% 203
2024
Q2 		$690K Sell
4,412
-82
-2% -$13.1K 0.08% 195
2024
Q1 		$709K Buy
4,494
+270
+6% +$40.7K 0.08% 194
2023
Q4 		$630K Sell
4,224
-2,647
-39% -$400K 0.09% 184
2023
Q3 		$1.16M Buy
6,871
+116
+2% +$18.7K 0.18% 122
2023
Q2 		$1.06M Buy
6,755
+13
+0.2% +$2.08K 0.16% 128
2023
Q1 		$1.1M Buy
6,742
+14
+0.2% +$2.35K 0.17% 120
2022
Q4 		$1.21M Sell
6,728
-40
-0.6% -$6.98K 0.19% 114
2022
Q3 		$972K Buy
6,768
+915
+16% +$140K 0.16% 128
2022
Q2 		$847K Sell
5,853
-316
-5% -$52.2K 0.14% 143
2022
Q1 		$1M Sell
6,169
-2,031
-25% -$291K 0.14% 142
2021
Q4 		$962K Buy
8,200
+168
+2% +$19.1K 0.12% 157
2021
Q3 		$815K Buy
8,032
+171
+2% +$17.1K 0.11% 161
2021
Q2 		$823K Buy
7,861
+11
+0.1% +$1.16K 0.11% 162
2021
Q1 		$823K Sell
7,850
-351
-4% -$34.3K 0.12% 152
2020
Q4 		$693K Sell
8,201
-270
-3% -$21.9K 0.1% 168
2020
Q3 		$610K Buy
8,471
+1,939
+30% +$163K 0.11% 161
2020
Q2 		$583K Sell
6,532
-9,419
-59% -$843K 0.12% 144
2020
Q1 		$1.16M Buy
15,951
+6,788
+74% +$671K 0.24% 100
2019
Q4 		$1.1M Sell
9,163
-8,171
-47% -$962K 0.21% 112
2019
Q3 		$2.06M Buy
17,334
+1,099
+7% +$133K 0.42% 65
2019
Q2 		$2.02M Buy
16,235
+8,161
+101% +$987K 0.41% 74
2019
Q1 		$995K Buy
8,074
+34
+0.4% +$4.02K 0.22% 122
2018
Q4 		$875K Sell
8,040
-214
-3% -$24.8K 0.24% 111
2018
Q3 		$1.01M Sell
8,254
-128
-2% -$15.5K 0.21% 120
2018
Q2 		$1.06M Buy
8,382
+448
+6% +$55.6K 0.25% 99
2018
Q1 		$905K Sell
7,934
-9,440
-54% -$1.13M 0.22% 123
2017
Q4 		$2.17M Sell
17,374
-324
-2% -$38.4K 0.51% 50
2017
Q3 		$2.08M Sell
17,698
-23
-0.1% -$2.51K 0.52% 52
2017
Q2 		$1.85M Sell
17,721
-836
-5% -$88.6K 0.49% 62
2017
Q1 		$1.99M Sell
18,557
-3,345
-15% -$375K 0.53% 58
2016
Q4 		$2.58M Sell
21,902
-525
-2% -$57.2K 0.72% 37
2016
Q3 		$2.31M Buy
22,427
+148
+0.7% +$15.1K 0.65% 43
2016
Q2 		$2.34M Sell
22,279
-307
-1% -$30.9K 0.68% 38
2016
Q1 		$2.15M Buy
22,586
+11,362
+101% +$994K 0.66% 43
2015
Q4 		$1.01M Sell
11,224
-464
-4% -$41.8K 0.31% 87
2015
Q3 		$922K Sell
11,688
-948
-8% -$79.8K 0.31% 87
2015
Q2 		$1.22M Buy
12,636
+119
+1% +$12.5K 0.33% 93
2015
Q1 		$1.31M Buy
12,517
+285
+2% +$30.4K 0.36% 81
2014
Q4 		$1.37M Buy
12,232
+6,217
+103% +$706K 0.36% 80
2014
Q3 		$718K Buy
6,015
+491
+9% +$62.7K 0.2% 149
2014
Q2 		$721K Buy
5,524
+322
+6% +$40.1K 0.19% 156
2014
Q1 		$619K Buy
5,202
+146
+3% +$17K 0.17% 160
2013
Q4 		$632K Sell
5,056
-90
-2% -$10.9K 0.17% 153
2013
Q3 		$625K Sell
5,146
-35
-0.7% -$4.3K 0.2% 141
2013
Q2 		$613K Buy
+5,181
New +$626K 0.21% 137

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Sheets Smith Wealth Management's CVX Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Chevron (CVX) stake by 0.24% in Q2 2026, buying an estimated $2.98K and bringing the position to 6,727 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #180.

Sheets Smith Wealth Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.58M in Q4 2016. 945 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sheets Smith Wealth Management held 6,727 shares of Chevron worth $1.12M as of Q2 2026.
  • Sheets Smith Wealth Management bought 16 Chevron shares in Q2 2026, an estimated $2.98K.
  • Chevron made up 0.11% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Sheets Smith Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Sheets Smith Wealth Management's Chevron position peaked at $2.58M in Q4 2016.
  • 945 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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