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Tower View Wealth Management’s Chevron CVX Stock Holding History

Tower View 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 		$81.2K Buy
490
+1
+0.2% +$186 0.04% 88
2026
Q1 		$101K Buy
489
+415
+561% +$75.7K 0.05% 77
2025
Q4 		$11.3K Buy
74
+1
+1% +$152 0.01% 127
2025
Q3 		$11.4K Sell
73
-1,122
-94% -$174K 0.01% 125
2025
Q2 		$171K Buy
1,195
+1,123
+1,560% +$158K 0.09% 68
2025
Q1 		$12K Sell
72
-9
-11% -$1.41K 0.01% 127
2024
Q4 		$11.7K Buy
81
+1
+1% +$153 0.01% 122
2024
Q3 		$11.8K Hold
80
– – 0.01% 132
2024
Q2 		$12.6K Hold
80
– – 0.01% 123
2024
Q1 		$12.7K Sell
80
-37
-32% -$5.58K 0.01% 126
2023
Q4 		$17K Sell
117
-10
-8% -$1.51K 0.01% 111
2023
Q3 		$21K Buy
127
+81
+176% +$13.1K 0.01% 97
2023
Q2 		$7K Hold
46
– – ﹤0.01% 130
2023
Q1 		$7K Sell
46
-5
-10% -$838 ﹤0.01% 122
2022
Q4 		$9K Hold
51
– – 0.01% 121
2022
Q3 		$7K Buy
51
+1
+2% +$153 0.01% 128
2022
Q2 		$7K Hold
50
– – 0.01% 126
2022
Q1 		$8K Hold
50
– – ﹤0.01% 154
2021
Q4 		$6K Hold
50
– – ﹤0.01% 169
2021
Q3 		$5K Buy
+50
New +$4.99K ﹤0.01% 201
2020
Q4 		– Sell
-126
Closed -$9K – 173
2020
Q3 		$9K Hold
126
– – 0.01% 111
2020
Q2 		$11K Sell
126
-124
-50% -$11.1K 0.01% 97
2020
Q1 		$18K Buy
250
+1
+0.4% +$99 0.02% 88
2019
Q4 		$30K Hold
249
– – 0.02% 95
2019
Q3 		$29K Buy
249
+1
+0.4% +$121 0.02% 92
2019
Q2 		$31K Buy
248
+1
+0.4% +$121 0.03% 88
2019
Q1 		$30K Hold
247
– – 0.03% 87
2018
Q4 		$27K Buy
247
+1
+0.4% +$116 0.03% 89
2018
Q3 		$30K Hold
246
– – 0.03% 107
2018
Q2 		$31K Buy
246
+1
+0.4% +$124 0.03% 101
2018
Q1 		$28K Hold
245
– – 0.03% 106
2017
Q4 		$31K Buy
+245
New +$29.1K 0.03% 105

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

Tower View Wealth Management's CVX Position: Q2 2026 in Review

Tower View Wealth Management increased its Chevron (CVX) stake by 0.2% in Q2 2026, buying an estimated $186 and bringing the position to 490 shares worth $81.2K. The position accounts for 0.04% of the portfolio, ranked #88.

Tower View Wealth Management first reported a position in CVX in Q4 2017 and has held it in 32 quarters since. The position peaked at $171K in Q2 2025. 2,314 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tower View Wealth Management held 490 shares of Chevron worth $81.2K as of Q2 2026.
  • Tower View Wealth Management bought 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.04% of Tower View Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Tower View Wealth Management first reported a position in Chevron in Q4 2017 and has held it in 32 quarters since.
  • Tower View Wealth Management's Chevron position peaked at $171K in Q2 2025.
  • 2,314 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.