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SHP Wealth Management’s Chevron CVX Stock Holding History

SHP 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 		$867K Buy
5,233
+110
+2% +$20.5K 0.06% 112
2026
Q1 		$1.06M Buy
5,123
+242
+5% +$44.1K 0.08% 80
2025
Q4 		$744K Buy
+4,881
New +$743K 0.06% 104

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $20.5K and bringing the position to 5,233 shares worth $867K. The position accounts for 0.06% of the portfolio, ranked #112.

SHP Wealth Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2026. 4,138 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SHP Wealth Management held 5,233 shares of Chevron worth $867K as of Q2 2026.
  • SHP Wealth Management bought 110 Chevron shares in Q2 2026, an estimated $20.5K.
  • Chevron made up 0.06% of SHP Wealth Management's portfolio in Q2 2026, its #112 holding.
  • SHP Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Chevron position peaked at $1.06M in Q1 2026.
  • 4,138 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.