Three Seasons Wealth’s Chevron CVX Stock Holding History

Three Seasons 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	$815K	Buy	4,915 +20	+0.4%	+$3.72K	0.07%	93
2026 Q1	$1.01M	Buy	4,895 +153	+3%	+$27.9K	0.39%	65
2025 Q4	$723K	Buy	4,742 +17	+0.4%	+$2.59K	0.07%	75
2025 Q3	$734K	Sell	4,725 -120	-2%	-$18.6K	0.07%	64
2025 Q2	$694K	Buy	4,845 +221	+5%	+$31.2K	0.08%	44
2025 Q1	$774K	Buy	4,624 +89	+2%	+$13.9K	0.38%	42
2024 Q4	$657K	Hold	4,535	–	–	0.32%	60
2024 Q3	$668K	Buy	4,535 +2,700	+147%	+$402K	0.35%	56
2024 Q2	$287K	Sell	1,835 -25	-1%	-$3.99K	0.16%	74
2024 Q1	$297K	Hold	1,860	–	–	0.21%	66
2023 Q4	$277K	Buy	1,860 +84	+5%	+$12.7K	0.24%	69
2023 Q3	$299K	Buy	+1,776	New	+$287K	0.3%	45

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Three Seasons Wealth's CVX Position: Q2 2026 in Review

Three Seasons Wealth increased its Chevron (CVX) stake by 0.41% in Q2 2026, buying an estimated $3.72K and bringing the position to 4,915 shares worth $815K. The position accounts for 0.07% of the portfolio, ranked #93.

Three Seasons Wealth first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Three Seasons Wealth held 4,915 shares of Chevron worth $815K as of Q2 2026.
Three Seasons Wealth bought 20 Chevron shares in Q2 2026, an estimated $3.72K.
Chevron made up 0.07% of Three Seasons Wealth's portfolio in Q2 2026, its #93 holding.
Three Seasons Wealth first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
Three Seasons Wealth's Chevron position peaked at $1.01M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.