Talon Private Wealth
CVX icon

Talon Private Wealth’s Chevron CVX Stock Holding History

Talon Private 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 		$251K Buy
1,515
+2
+0.1% +$372 0.03% 171
2026
Q1 		$313K Buy
+1,513
New +$276K 0.04% 162
2025
Q2 		$292K Buy
2,039
+254
+14% +$35.8K 0.04% 150
2025
Q1 		$299K Buy
1,785
+324
+22% +$50.7K 0.04% 137
2024
Q4 		$212K Sell
1,461
-87
-6% -$13.3K 0.04% 126
2024
Q3 		$228K Buy
+1,548
New +$230K 0.05% 82

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Talon Private Wealth's CVX Position: Q2 2026 in Review

Talon Private Wealth increased its Chevron (CVX) stake by 0.13% in Q2 2026, buying an estimated $372 and bringing the position to 1,515 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #171.

Talon Private Wealth first reported a position in CVX in Q3 2024 and has held it in 6 quarters since. The position peaked at $313K in Q1 2026. 4,149 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Talon Private Wealth held 1,515 shares of Chevron worth $251K as of Q2 2026.
  • Talon Private Wealth bought 2 Chevron shares in Q2 2026, an estimated $372.
  • Chevron made up 0.03% of Talon Private Wealth's portfolio in Q2 2026, its #171 holding.
  • Talon Private Wealth first reported a position in Chevron in Q3 2024 and has held it in 6 quarters since.
  • Talon Private Wealth's Chevron position peaked at $313K in Q1 2026.
  • 4,149 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.