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Towercrest Capital Management’s Chevron CVX Stock Holding History

Towercrest Capital 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 		$431K Sell
2,599
-75
-3% -$14K 0.06% 73
2026
Q1 		$553K Buy
2,674
+176
+7% +$32.1K 0.09% 67
2025
Q4 		$381K Hold
2,498
– – 0.06% 76
2025
Q3 		$388K Buy
2,498
+98
+4% +$15.2K 0.06% 77
2025
Q2 		$344K Hold
2,400
– – 0.06% 74
2025
Q1 		$401K Sell
2,400
-205
-8% -$32.1K 0.08% 69
2024
Q4 		$377K Sell
2,605
-30
-1% -$4.59K 0.06% 79
2024
Q3 		$388K Hold
2,635
– – 0.06% 82
2024
Q2 		$412K Hold
2,635
– – 0.07% 80
2024
Q1 		$416K Sell
2,635
-126
-5% -$19K 0.07% 80
2023
Q4 		$412K Sell
2,761
-19
-0.7% -$2.87K 0.07% 76
2023
Q3 		$469K Buy
2,780
+29
+1% +$4.68K 0.09% 64
2023
Q2 		$433K Buy
2,751
+225
+9% +$36.1K 0.08% 68
2023
Q1 		$412K Hold
2,526
– – 0.09% 65
2022
Q4 		$453K Buy
2,526
+76
+3% +$13.3K 0.1% 62
2022
Q3 		$352K Hold
2,450
– – 0.08% 64
2022
Q2 		$355K Hold
2,450
– – 0.08% 65
2022
Q1 		$399K Hold
2,450
– – 0.08% 67
2021
Q4 		$288K Hold
2,450
– – 0.05% 78
2021
Q3 		$249K Hold
2,450
– – 0.05% 87
2021
Q2 		$257K Buy
2,450
+24
+1% +$2.53K 0.05% 80
2021
Q1 		$254K Sell
2,426
-23
-0.9% -$2.25K 0.05% 78
2020
Q4 		$207K Buy
+2,449
New +$198K 0.05% 84

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Towercrest Capital Management's CVX Position: Q2 2026 in Review

Towercrest Capital Management reduced its Chevron (CVX) stake by 2.8% in Q2 2026, selling an estimated $14K and leaving 2,599 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #73.

Towercrest Capital Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $553K in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Towercrest Capital Management held 2,599 shares of Chevron worth $431K as of Q2 2026.
  • Towercrest Capital Management sold 75 Chevron shares in Q2 2026, an estimated $14K.
  • Chevron made up 0.06% of Towercrest Capital Management's portfolio in Q2 2026, its #73 holding.
  • Towercrest Capital Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Towercrest Capital Management's Chevron position peaked at $553K in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.