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Silvia McColl Wealth Management’s Chevron CVX Stock Holding History

Silvia McColl 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 		$6.37M Sell
38,424
-147
-0.4% -$27.4K 3.83% 4
2026
Q1 		$7.98M Sell
38,571
-1,017
-3% -$185K 5.26% 4
2025
Q4 		$6.03M Sell
39,588
-218
-0.5% -$33.2K 4.01% 4
2025
Q3 		$6.18M Sell
39,806
-189
-0.5% -$29.3K 4.18% 4
2025
Q2 		$5.73M Buy
39,995
+330
+0.8% +$46.5K 4.16% 4
2025
Q1 		$6.64M Sell
39,665
-137
-0.3% -$21.4K 5.03% 4
2024
Q4 		$5.76M Sell
39,802
-263
-0.7% -$40.3K 4.32% 4
2024
Q3 		$5.9M Sell
40,065
-498
-1% -$74.1K 4.42% 4
2024
Q2 		$6.34M Sell
40,563
-93
-0.2% -$14.8K 5.25% 4
2024
Q1 		$6.61M Buy
40,656
+215
+0.5% +$32.4K 5.67% 4
2023
Q4 		$6.03M Sell
40,441
-1,011
-2% -$153K 5.43% 4
2023
Q3 		$6.99M Sell
41,452
-348
-0.8% -$56.2K 6.99% 3
2023
Q2 		$6.58M Buy
41,800
+3
+0% +$481 6.1% 3
2023
Q1 		$6.82M Buy
41,797
+83
+0.2% +$13.9K 6.76% 3
2022
Q4 		$7.49M Buy
+41,714
New +$7.28M 7.36% 2

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Silvia McColl Wealth Management's CVX Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its Chevron (CVX) stake by 0.38% in Q2 2026, selling an estimated $27.4K and leaving 38,424 shares worth $6.37M. The position accounts for 3.83% of the portfolio, ranked #4.

Silvia McColl Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.98M in Q1 2026. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Silvia McColl Wealth Management held 38,424 shares of Chevron worth $6.37M as of Q2 2026.
  • Silvia McColl Wealth Management sold 147 Chevron shares in Q2 2026, an estimated $27.4K.
  • Chevron made up 3.83% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Silvia McColl Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Silvia McColl Wealth Management's Chevron position peaked at $7.98M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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