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Stone Summit Wealth’s Chevron CVX Stock Holding History

Stone Summit Wealth’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 		– Sell
-1,272
Closed -$263K – 146
2026
Q1 		$263K Buy
+1,272
New +$232K 0.07% 132
2025
Q4 		– Sell
-1,483
Closed -$230K – 143
2025
Q3 		$230K Sell
1,483
-203
-12% -$31.4K 0.07% 136
2025
Q2 		$241K Buy
1,686
+100
+6% +$14.1K 0.07% 133
2025
Q1 		$265K Sell
1,586
-19
-1% -$2.97K 0.09% 129
2024
Q4 		$232K Sell
1,605
-83
-5% -$12.7K 0.08% 135
2024
Q3 		$249K Hold
1,688
– – 0.08% 133
2024
Q2 		$264K Sell
1,688
-7
-0.4% -$1.12K 0.09% 127
2024
Q1 		$267K Buy
1,695
+146
+9% +$22K 0.09% 131
2023
Q4 		$231K Sell
1,549
-47
-3% -$7.11K 0.09% 133
2023
Q3 		$269K Hold
1,596
– – 0.12% 126
2023
Q2 		$251K Hold
1,596
– – 0.1% 130
2023
Q1 		$260K Sell
1,596
-225
-12% -$37.7K 0.12% 120
2022
Q4 		$327K Sell
1,821
-80
-4% -$14K 0.16% 109
2022
Q3 		$273K Hold
1,901
– – 0.17% 111
2022
Q2 		$275K Sell
1,901
-50
-3% -$8.27K 0.16% 115
2022
Q1 		$318K Buy
+1,951
New +$280K 0.18% 113

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

Stone Summit Wealth's CVX Position: Q2 2026 in Review

Stone Summit Wealth sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,272 shares — an estimated $263K sold.

Stone Summit Wealth first reported a position in CVX in Q1 2022 and held it in 16 quarters. The position peaked at $327K in Q4 2022. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stone Summit Wealth reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Stone Summit Wealth sold 1,272 Chevron shares in Q2 2026, an estimated $263K.
  • Stone Summit Wealth first reported a position in Chevron in Q1 2022 and held it in 16 quarters.
  • Stone Summit Wealth's Chevron position peaked at $327K in Q4 2022.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.