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TD Private Client Wealth’s Chevron CVX Stock Holding History

TD Private Client 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 		$13.5M Sell
81,313
-11,487
-12% -$2.14M 0.25% 61
2026
Q1 		$19.2M Buy
92,800
+12,797
+16% +$2.33M 0.4% 47
2025
Q4 		$12.2M Sell
80,003
-6,492
-8% -$989K 0.26% 58
2025
Q3 		$13.4M Buy
86,495
+7,137
+9% +$1.11M 0.3% 55
2025
Q2 		$11.4M Buy
79,358
+1,390
+2% +$196K 0.28% 59
2025
Q1 		$13M Buy
77,968
+4,154
+6% +$650K 0.36% 50
2024
Q4 		$10.7M Buy
73,814
+666
+0.9% +$102K 0.3% 57
2024
Q3 		$10.8M Sell
73,148
-7,126
-9% -$1.06M 0.31% 59
2024
Q2 		$12.6M Buy
80,274
+4,077
+5% +$650K 0.4% 44
2024
Q1 		$12M Buy
76,197
+9,587
+14% +$1.45M 0.39% 48
2023
Q4 		$9.94M Sell
66,610
-6,993
-10% -$1.06M 0.36% 52
2023
Q3 		$12.4M Buy
73,603
+3,197
+5% +$516K 0.54% 35
2023
Q2 		$11.1M Buy
70,406
+9,542
+16% +$1.53M 0.48% 36
2023
Q1 		$9.93M Buy
60,864
+11,803
+24% +$1.98M 0.45% 42
2022
Q4 		$8.81M Sell
49,061
-11,012
-18% -$1.92M 0.42% 44
2022
Q3 		$8.63M Buy
60,073
+2,104
+4% +$321K 0.44% 42
2022
Q2 		$8.39M Sell
57,969
-28,630
-33% -$4.73M 0.41% 46
2022
Q1 		$14.1M Sell
86,599
-12,336
-12% -$1.77M 0.6% 27
2021
Q4 		$11.6M Sell
98,935
-5,437
-5% -$618K 0.48% 42
2021
Q3 		$10.6M Buy
104,372
+3,090
+3% +$308K 0.45% 43
2021
Q2 		$10.6M Buy
101,282
+7,024
+7% +$741K 0.45% 45
2021
Q1 		$9.88M Buy
94,258
+13,913
+17% +$1.36M 0.46% 43
2020
Q4 		$6.79M Sell
80,345
-6,341
-7% -$513K 0.34% 64
2020
Q3 		$6.24M Buy
86,686
+497
+0.6% +$41.8K 0.35% 65
2020
Q2 		$7.69M Buy
86,189
+12,609
+17% +$1.13M 0.45% 51
2020
Q1 		$5.33M Sell
73,580
-2,905
-4% -$287K 0.38% 59
2019
Q4 		$9.24M Buy
+76,485
New +$9.01M 0.55% 41

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 22.94% 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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Private Client Wealth's CVX Position: Q2 2026 in Review

TD Private Client Wealth reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $2.14M and leaving 81,313 shares worth $13.5M. The position accounts for 0.25% of the portfolio, ranked #61.

TD Private Client Wealth first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.2M in Q1 2026. 2,341 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • TD Private Client Wealth held 81,313 shares of Chevron worth $13.5M as of Q2 2026.
  • TD Private Client Wealth sold 11,487 Chevron shares in Q2 2026, an estimated $2.14M.
  • Chevron made up 0.25% of TD Private Client Wealth's portfolio in Q2 2026, its #61 holding.
  • TD Private Client Wealth first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Chevron position peaked at $19.2M in Q1 2026.
  • 2,341 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.