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Sterling Wealth Management’s Chevron CVX Stock Holding History

Sterling 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 		$608K Buy
3,668
+1,532
+72% +$285K 0.15% 58
2026
Q1 		$442K Hold
2,136
– – 0.12% 70
2025
Q4 		$326K Sell
2,136
-50
-2% -$7.62K 0.09% 81
2025
Q3 		$339K Sell
2,186
-40
-2% -$6.2K 0.1% 80
2025
Q2 		$319K Buy
+2,226
New +$314K 0.11% 80
2024
Q4 		$749K Hold
5,172
– – 0.28% 48
2024
Q3 		$762K Buy
5,172
+265
+5% +$39.4K 0.28% 46
2024
Q2 		$768K Sell
4,907
-75
-2% -$12K 0.36% 41
2024
Q1 		$786K Buy
4,982
+31
+0.6% +$4.68K 0.39% 36
2023
Q4 		$738K Buy
+4,951
New +$749K 0.42% 35

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Sterling Wealth Management increased its Chevron (CVX) stake by 72% in Q2 2026, buying an estimated $285K and bringing the position to 3,668 shares worth $608K. The position accounts for 0.15% of the portfolio, ranked #58.

Sterling Wealth Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $786K in Q1 2024. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sterling Wealth Management held 3,668 shares of Chevron worth $608K as of Q2 2026.
  • Sterling Wealth Management bought 1,532 Chevron shares in Q2 2026, an estimated $285K.
  • Chevron made up 0.15% of Sterling Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Sterling Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Sterling Wealth Management's Chevron position peaked at $786K in Q1 2024.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.