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Sterling Group Wealth Management’s Chevron CVX Stock Holding History

Sterling Group 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 		$551K Buy
3,326
+7
+0.2% +$1.3K 0.23% 30
2026
Q1 		$687K Buy
3,319
+1,824
+122% +$333K 0.32% 26
2025
Q4 		$228K Buy
1,495
+5
+0.3% +$762 0.11% 50
2025
Q3 		$231K Buy
1,490
+4
+0.3% +$619 0.11% 48
2025
Q2 		$213K Sell
1,486
-1,771
-54% -$250K 0.12% 51
2025
Q1 		$545K Buy
3,257
+5
+0.2% +$783 0.29% 26
2024
Q4 		$471K Sell
3,252
-407
-11% -$62.3K 0.24% 31
2024
Q3 		$539K Buy
3,659
+6
+0.2% +$893 0.29% 28
2024
Q2 		$571K Buy
+3,653
New +$583K 0.33% 28
2024
Q1 		– Sell
-3,967
Closed -$592K – 14
2023
Q4 		$592K Sell
3,967
-557
-12% -$84.2K 0.46% 23
2023
Q3 		$763K Buy
4,524
+529
+13% +$85.4K 0.72% 16
2023
Q2 		$629K Buy
3,995
+16
+0.4% +$2.56K 0.54% 20
2023
Q1 		$649K Buy
3,979
+184
+5% +$30.8K 0.61% 21
2022
Q4 		$681K Buy
+3,795
New +$662K 0.67% 17

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sterling Group Wealth Management's CVX Position: Q2 2026 in Review

Sterling Group Wealth Management increased its Chevron (CVX) stake by 0.21% in Q2 2026, buying an estimated $1.3K and bringing the position to 3,326 shares worth $551K. The position accounts for 0.23% of the portfolio, ranked #30.

Sterling Group Wealth Management first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $763K in Q3 2023. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sterling Group Wealth Management held 3,326 shares of Chevron worth $551K as of Q2 2026.
  • Sterling Group Wealth Management bought 7 Chevron shares in Q2 2026, an estimated $1.3K.
  • Chevron made up 0.23% of Sterling Group Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Sterling Group Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Sterling Group Wealth Management's Chevron position peaked at $763K in Q3 2023.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.