Smith & Howard Wealth Management’s Chevron CVX Stock Holding History

Smith & Howard 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	$274K	Hold	1,653	–	–	0.05%	80
2026 Q1	$342K	Hold	1,653	–	–	0.07%	60
2025 Q4	$252K	Hold	1,653	–	–	0.06%	75
2025 Q3	$257K	Hold	1,653	–	–	0.06%	68
2025 Q2	$237K	Hold	1,653	–	–	0.06%	74
2025 Q1	$277K	Hold	1,653	–	–	0.08%	63
2024 Q4	$239K	Hold	1,653	–	–	0.07%	71
2024 Q3	$243K	Hold	1,653	–	–	0.07%	75
2024 Q2	$259K	Buy	1,653 +134	+9%	+$21.4K	0.08%	70
2024 Q1	$240K	Hold	1,519	–	–	0.07%	71
2023 Q4	$227K	Hold	1,519	–	–	0.08%	65
2023 Q3	$256K	Sell	1,519 -34	-2%	-$5.49K	0.09%	64
2023 Q2	$244K	Buy	1,553 +34	+2%	+$5.45K	0.09%	65
2023 Q1	$248K	Hold	1,519	–	–	0.09%	62
2022 Q4	$273K	Sell	1,519 -7	-0.5%	-$1.22K	0.1%	55
2022 Q3	$219K	Buy	+1,526	New	+$233K	0.09%	60
2021 Q4	–	Sell	-2,485	Closed	-$252K	–	71
2021 Q3	$252K	Buy	+2,485	New	+$248K	0.12%	61
2020 Q1	–	Sell	-1,784	Closed	-$215K	–	71
2019 Q4	$215K	Buy	+1,784	New	+$210K	0.07%	84
2014 Q1	–	Sell	-698	Closed	-$87K	–	79
2013 Q4	$87K	Buy	698 +140	+25%	+$16.9K	0.05%	89
2013 Q3	$68K	Hold	558	–	–	0.04%	97
2013 Q2	$66K	Buy	+558	New	+$67.4K	0.04%	93

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Smith & Howard Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 1,653 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #80.

Smith & Howard Wealth Management first reported a position in CVX in Q2 2013 and has held it in 21 quarters since. The position peaked at $342K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Smith & Howard Wealth Management held 1,653 shares of Chevron worth $274K as of Q2 2026.
Smith & Howard Wealth Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.05% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #80 holding.
Smith & Howard Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 21 quarters since.
Smith & Howard Wealth Management's Chevron position peaked at $342K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.