Texas Capital Bank Wealth Management Services
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Texas Capital Bank Wealth Management Services’s Chevron CVX Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$4.4M Sell
26,539
-570
-2% -$106K 0.24% 59
2026
Q1 		$5.61M Buy
27,109
+206
+0.8% +$37.6K 0.33% 49
2025
Q4 		$4.1M Buy
26,903
+17,096
+174% +$2.6M 0.24% 55
2025
Q3 		$1.52M Buy
9,807
+1,167
+14% +$181K 0.13% 73
2025
Q2 		$1.24M Buy
8,640
+323
+4% +$45.5K 0.12% 80
2025
Q1 		$1.39M Buy
8,317
+2,578
+45% +$404K 0.14% 70
2024
Q4 		$831K Buy
5,739
+31
+0.5% +$4.74K 0.09% 80
2024
Q3 		$841K Buy
5,708
+2,667
+88% +$397K 0.08% 86
2024
Q2 		$476K Buy
3,041
+900
+42% +$144K 0.05% 122
2024
Q1 		$338K Sell
2,141
-15
-0.7% -$2.26K 0.04% 147
2023
Q4 		$322K Sell
2,156
-72
-3% -$10.9K 0.04% 141
2023
Q3 		$376K Sell
2,228
-32
-1% -$5.17K 0.05% 140
2023
Q2 		$356K Buy
2,260
+328
+17% +$52.6K 0.04% 141
2023
Q1 		$315K Buy
1,932
+48
+3% +$8.05K 0.04% 140
2022
Q4 		$338K Buy
1,884
+133
+8% +$23.2K 0.04% 126
2022
Q3 		$252K Sell
1,751
-1
-0.1% -$153 0.03% 121
2022
Q2 		$254K Sell
1,752
-1,624
-48% -$268K 0.03% 123
2022
Q1 		$550K Buy
+3,376
New +$484K 0.05% 100
2021
Q1 		– Sell
-5,246
Closed -$443K – 134
2020
Q4 		$443K Sell
5,246
-16,609
-76% -$1.34M 0.07% 93
2020
Q3 		$1.57M Buy
+21,855
New +$1.84M 0.26% 66
2020
Q2 		– Sell
-23,607
Closed -$1.71M – 109
2020
Q1 		$1.71M Buy
23,607
+7,936
+51% +$784K 0.49% 40
2019
Q4 		$1.89M Buy
+15,671
New +$1.85M 0.42% 49

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

Texas Capital Bank Wealth Management Services's CVX Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Chevron (CVX) stake by 2.1% in Q2 2026, selling an estimated $106K and leaving 26,539 shares worth $4.4M. The position accounts for 0.24% of the portfolio, ranked #59.

Texas Capital Bank Wealth Management Services first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.61M in Q1 2026. 4,142 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 26,539 shares of Chevron worth $4.4M as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 570 Chevron shares in Q2 2026, an estimated $106K.
  • Chevron made up 0.24% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #59 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
  • Texas Capital Bank Wealth Management Services's Chevron position peaked at $5.61M in Q1 2026.
  • 4,142 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.