Tower View Wealth Management’s Chevron CVX Stock Holding History
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
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. 4,141 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.
- 4,141 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.