Smallwood Wealth Investment Management’s Chevron CVX Stock Holding History

Smallwood Wealth Investment 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	$705K	Sell	4,255 -2	-0%	-$372	0.31%	36
2026 Q1	$881K	Hold	4,257	–	–	0.46%	31
2025 Q4	$649K	Hold	4,257	–	–	0.34%	35
2025 Q3	$661K	Sell	4,257 -5	-0.1%	-$774	0.34%	39
2025 Q2	$610K	Buy	4,262 +6	+0.1%	+$846	0.35%	38
2025 Q1	$712K	Sell	4,256 -696	-14%	-$109K	0.45%	34
2024 Q4	$717K	Hold	4,952	–	–	0.49%	32
2024 Q3	$729K	Sell	4,952 -13	-0.3%	-$1.94K	0.52%	29
2024 Q2	$777K	Buy	4,965 +159	+3%	+$25.4K	0.6%	26
2024 Q1	$758K	Hold	4,806	–	–	0.59%	28
2023 Q4	$717K	Sell	4,806 -375	-7%	-$56.7K	0.59%	28
2023 Q3	$874K	Buy	5,181 +1	+0%	+$162	0.8%	25
2023 Q2	$815K	Hold	5,180	–	–	0.73%	28
2023 Q1	$845K	Sell	5,180 -275	-5%	-$46.1K	0.8%	26
2022 Q4	$979K	Sell	5,455 -75	-1%	-$13.1K	0.83%	25
2022 Q3	$795K	Buy	5,530 +809	+17%	+$123K	0.71%	31
2022 Q2	$684K	Buy	4,721 +75	+2%	+$12.4K	0.69%	27
2022 Q1	$757K	Sell	4,646 -62	-1%	-$8.89K	0.72%	23
2021 Q4	$552K	Buy	+4,708	New	+$535K	0.51%	33

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smallwood Wealth Investment Management's CVX Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Chevron (CVX) stake by 0.05% in Q2 2026, selling an estimated $372 and leaving 4,255 shares worth $705K. The position accounts for 0.31% of the portfolio, ranked #36.

Smallwood Wealth Investment Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $979K in Q4 2022. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Smallwood Wealth Investment Management held 4,255 shares of Chevron worth $705K as of Q2 2026.
Smallwood Wealth Investment Management sold 2 Chevron shares in Q2 2026, an estimated $372.
Chevron made up 0.31% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #36 holding.
Smallwood Wealth Investment Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Smallwood Wealth Investment Management's Chevron position peaked at $979K in Q4 2022.
1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.