TF
CVX icon

TLWM Financial’s Chevron CVX Stock Holding History

TLWM Financial’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 		$1.66M Sell
10,006
-174
-2% -$32.4K 0.27% 32
2026
Q1 		$2.11M Buy
10,180
+277
+3% +$50.5K 0.38% 20
2025
Q4 		$1.51M Sell
9,903
-170
-2% -$25.9K 0.28% 31
2025
Q3 		$1.56M Buy
10,073
+555
+6% +$86K 0.28% 30
2025
Q2 		$1.36M Buy
9,518
+12
+0.1% +$1.69K 0.26% 33
2025
Q1 		$1.59M Buy
9,506
+102
+1% +$16K 0.32% 29
2024
Q4 		$1.36M Buy
9,404
+379
+4% +$58K 0.27% 33
2024
Q3 		$1.33M Sell
9,025
-163
-2% -$24.3K 0.27% 30
2024
Q2 		$1.44M Buy
9,188
+148
+2% +$23.6K 0.31% 22
2024
Q1 		$1.43M Sell
9,040
-156
-2% -$23.5K 0.32% 24
2023
Q4 		$1.37M Buy
9,196
+59
+0.6% +$8.92K 0.32% 24
2023
Q3 		$1.54M Buy
9,137
+2,317
+34% +$374K 0.41% 19
2023
Q2 		$1.07M Buy
6,820
+41
+0.6% +$6.57K 0.31% 31
2023
Q1 		$1.11M Sell
6,779
-143
-2% -$24K 0.35% 27
2022
Q4 		$1.24M Sell
6,922
-3,809
-35% -$665K 0.45% 19
2022
Q3 		$1.21M Buy
10,731
+4,380
+69% +$668K 0.53% 19
2022
Q2 		$921K Sell
6,351
-2,072
-25% -$343K 0.35% 29
2022
Q1 		$1.38M Buy
8,423
+238
+3% +$34.1K 0.48% 21
2021
Q4 		$961K Buy
8,185
+500
+7% +$56.8K 0.32% 35
2021
Q3 		$786K Buy
7,685
+39
+0.5% +$3.89K 0.3% 36
2021
Q2 		$802K Buy
7,646
+58
+0.8% +$6.12K 0.29% 37
2021
Q1 		$797K Buy
7,588
+397
+6% +$38.8K 0.3% 35
2020
Q4 		$607K Buy
7,191
+2,521
+54% +$204K 0.24% 42
2020
Q3 		$325K Buy
4,670
+161
+4% +$13.5K 0.15% 56
2020
Q2 		$398K Sell
4,509
-46
-1% -$4.12K 0.24% 48
2020
Q1 		$339K Buy
4,555
+168
+4% +$16.6K 0.2% 48
2019
Q4 		$529K Sell
4,387
-7
-0.2% -$824 0.25% 43
2019
Q3 		$521K Sell
4,394
-149
-3% -$18.1K 0.27% 37
2019
Q2 		$563K Sell
4,543
-158
-3% -$19.1K 0.32% 30
2019
Q1 		$579K Sell
4,701
-228
-5% -$27K 0.33% 27
2018
Q4 		$558K Buy
4,929
+217
+5% +$25.1K 0.34% 34
2018
Q3 		$578K Buy
4,712
+24
+0.5% +$2.91K 0.34% 31
2018
Q2 		$595K Sell
4,688
-24
-0.5% -$2.98K 0.37% 27
2018
Q1 		$536K Buy
4,712
+223
+5% +$26.7K 0.36% 30
2017
Q4 		$562K Buy
+4,489
New +$532K 0.44% 25

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

TLWM Financial's CVX Position: Q2 2026 in Review

TLWM Financial reduced its Chevron (CVX) stake by 1.7% in Q2 2026, selling an estimated $32.4K and leaving 10,006 shares worth $1.66M. The position accounts for 0.27% of the portfolio, ranked #32.

TLWM Financial first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.11M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • TLWM Financial held 10,006 shares of Chevron worth $1.66M as of Q2 2026.
  • TLWM Financial sold 174 Chevron shares in Q2 2026, an estimated $32.4K.
  • Chevron made up 0.27% of TLWM Financial's portfolio in Q2 2026, its #32 holding.
  • TLWM Financial first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
  • TLWM Financial's Chevron position peaked at $2.11M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.