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Silverlake Wealth Management’s Chevron CVX Stock Holding History

Silverlake 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 		$2.22M Buy
13,422
+110
+0.8% +$20.5K 0.42% 66
2026
Q1 		$2.75M Sell
13,312
-366
-3% -$66.7K 0.57% 41
2025
Q4 		$2.08M Buy
13,678
+88
+0.6% +$13.4K 0.46% 62
2025
Q3 		$2.11M Sell
13,590
-220
-2% -$34.1K 0.51% 50
2025
Q2 		$1.98M Buy
13,810
+2,881
+26% +$406K 0.57% 49
2025
Q1 		$1.83M Buy
10,929
+78
+0.7% +$12.2K 0.69% 45
2024
Q4 		$1.57M Sell
10,851
-389
-3% -$59.5K 0.6% 51
2024
Q3 		$1.66M Buy
11,240
+336
+3% +$50K 0.63% 43
2024
Q2 		$1.71M Buy
10,904
+878
+9% +$140K 0.7% 32
2024
Q1 		$1.58M Buy
10,026
+221
+2% +$33.3K 0.8% 29
2023
Q4 		$1.46M Sell
9,805
-1,066
-10% -$161K 0.81% 27
2023
Q3 		$1.83M Buy
10,871
+1,359
+14% +$220K 1.03% 18
2023
Q2 		$1.5M Sell
9,512
-153
-2% -$24.5K 0.83% 26
2023
Q1 		$1.58M Sell
9,665
-542
-5% -$90.9K 0.96% 24
2022
Q4 		$1.83M Sell
10,207
-201
-2% -$35.1K 1.14% 18
2022
Q3 		$1.5M Buy
10,408
+113
+1% +$17.2K 1.01% 19
2022
Q2 		$1.49M Buy
10,295
+287
+3% +$47.4K 0.97% 23
2022
Q1 		$1.63M Sell
10,008
-201
-2% -$28.8K 0.93% 24
2021
Q4 		$1.2M Buy
+10,209
New +$1.16M 0.64% 42

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Silverlake Wealth Management increased its Chevron (CVX) stake by 0.83% in Q2 2026, buying an estimated $20.5K and bringing the position to 13,422 shares worth $2.22M. The position accounts for 0.42% of the portfolio, ranked #66.

Silverlake Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.75M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Silverlake Wealth Management held 13,422 shares of Chevron worth $2.22M as of Q2 2026.
  • Silverlake Wealth Management bought 110 Chevron shares in Q2 2026, an estimated $20.5K.
  • Chevron made up 0.42% of Silverlake Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Silverlake Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's Chevron position peaked at $2.75M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.