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Tanager Wealth Management’s Chevron CVX Stock Holding History

Tanager 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 		$1.58M Sell
9,528
-56
-0.6% -$10.4K 0.14% 47
2026
Q1 		$1.98M Sell
9,584
-1,675
-15% -$305K 0.19% 42
2025
Q4 		$1.72M Buy
11,259
+3,216
+40% +$490K 0.17% 43
2025
Q3 		$1.25M Buy
8,043
+1,780
+28% +$276K 0.13% 50
2025
Q2 		$897K Buy
6,263
+220
+4% +$31K 0.11% 56
2025
Q1 		$1.01M Buy
6,043
+371
+7% +$58.1K 0.13% 44
2024
Q4 		$822K Buy
5,672
+201
+4% +$30.8K 0.11% 49
2024
Q3 		$806K Buy
5,471
+262
+5% +$39K 0.11% 46
2024
Q2 		$815K Hold
5,209
– – 0.12% 43
2024
Q1 		$822K Sell
5,209
-86
-2% -$13K 0.13% 42
2023
Q4 		$790K Buy
5,295
+86
+2% +$13K 0.14% 40
2023
Q3 		$878K Sell
5,209
-1,397
-21% -$226K 0.18% 38
2023
Q2 		$1.04M Buy
6,606
+51
+0.8% +$8.18K 0.22% 39
2023
Q1 		$1.07M Sell
6,555
-226
-3% -$37.9K 0.25% 38
2022
Q4 		$1.22M Buy
6,781
+2,705
+66% +$472K 0.33% 34
2022
Q3 		$586K Hold
4,076
– – 0.46% 26
2022
Q2 		$590K Hold
4,076
– – 0.49% 25
2022
Q1 		$664K Hold
4,076
– – 0.5% 22
2021
Q4 		$478K Buy
+4,076
New +$463K 0.36% 27

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

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

Tanager Wealth Management reduced its Chevron (CVX) stake by 0.58% in Q2 2026, selling an estimated $10.4K and leaving 9,528 shares worth $1.58M. The position accounts for 0.14% of the portfolio, ranked #47.

Tanager Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tanager Wealth Management held 9,528 shares of Chevron worth $1.58M as of Q2 2026.
  • Tanager Wealth Management sold 56 Chevron shares in Q2 2026, an estimated $10.4K.
  • Chevron made up 0.14% of Tanager Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Tanager Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Tanager Wealth Management's Chevron position peaked at $1.98M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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