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StrongBox Wealth’s Chevron CVX Stock Holding History

StrongBox 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 		$5.45M Buy
32,905
+770
+2% +$143K 1.55% 27
2026
Q1 		$6.65M Sell
32,135
-1,595
-5% -$291K 2.13% 18
2025
Q4 		$5.14M Sell
33,730
-1,750
-5% -$267K 1.69% 23
2025
Q3 		$5.51M Buy
35,480
+2,178
+7% +$337K 1.86% 22
2025
Q2 		$4.77M Buy
33,302
+1,740
+6% +$245K 1.81% 20
2025
Q1 		$5.28M Sell
31,562
-810
-3% -$127K 2.2% 15
2024
Q4 		$4.69M Buy
32,372
+930
+3% +$142K 1.99% 18
2024
Q3 		$4.63M Buy
31,442
+2,962
+10% +$441K 1.98% 18
2024
Q2 		$4.45M Buy
28,480
+1,470
+5% +$234K 2.1% 17
2024
Q1 		$4.26M Buy
27,010
+644
+2% +$97.2K 2.25% 17
2023
Q4 		$3.93M Buy
26,366
+2,550
+11% +$386K 2.29% 15
2023
Q3 		$4.02M Buy
23,816
+1,261
+6% +$204K 2.56% 12
2023
Q2 		$3.55M Buy
22,555
+1,431
+7% +$229K 2.24% 14
2023
Q1 		$3.45M Buy
21,124
+4,970
+31% +$833K 2.31% 10
2022
Q4 		$2.9M Sell
16,154
-1,789
-10% -$312K 2.05% 15
2022
Q3 		$2.58M Buy
17,943
+2,141
+14% +$327K 1.87% 19
2022
Q2 		$2.29M Buy
15,802
+2,949
+23% +$487K 1.48% 27
2022
Q1 		$2.09M Buy
12,853
+3,659
+40% +$525K 1.19% 31
2021
Q4 		$1.08M Buy
9,194
+4,612
+101% +$524K 0.54% 51
2021
Q3 		$465K Buy
4,582
+740
+19% +$73.8K 0.26% 67
2021
Q2 		$402K Buy
+3,842
New +$406K 0.23% 74

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

StrongBox Wealth's CVX Position: Q2 2026 in Review

StrongBox Wealth increased its Chevron (CVX) stake by 2.4% in Q2 2026, buying an estimated $143K and bringing the position to 32,905 shares worth $5.45M. The position accounts for 1.55% of the portfolio, ranked #27.

StrongBox Wealth first reported a position in CVX in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.65M in Q1 2026. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • StrongBox Wealth held 32,905 shares of Chevron worth $5.45M as of Q2 2026.
  • StrongBox Wealth bought 770 Chevron shares in Q2 2026, an estimated $143K.
  • Chevron made up 1.55% of StrongBox Wealth's portfolio in Q2 2026, its #27 holding.
  • StrongBox Wealth first reported a position in Chevron in Q2 2021 and has held it in 21 quarters since.
  • StrongBox Wealth's Chevron position peaked at $6.65M in Q1 2026.
  • 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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