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Trajan Wealth’s Chevron CVX Stock Holding History

Trajan 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 		$7.59M Buy
45,769
+10,141
+28% +$1.89M 0.29% 86
2026
Q1 		$7.37M Buy
35,628
+754
+2% +$137K 0.3% 68
2025
Q4 		$5.32M Buy
34,874
+778
+2% +$118K 0.22% 78
2025
Q3 		$5.29M Buy
34,096
+590
+2% +$91.4K 0.23% 76
2025
Q2 		$4.8M Buy
33,506
+863
+3% +$122K 0.23% 79
2025
Q1 		$5.46M Sell
32,643
-924
-3% -$145K 0.3% 62
2024
Q4 		$4.86M Buy
33,567
+2,372
+8% +$363K 0.27% 71
2024
Q3 		$4.59M Buy
31,195
+5,282
+20% +$786K 0.27% 82
2024
Q2 		$4.05M Sell
25,913
-65
-0.3% -$10.4K 0.26% 82
2024
Q1 		$4.1M Buy
+25,978
New +$3.92M 0.28% 85

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Trajan Wealth's CVX Position: Q2 2026 in Review

Trajan Wealth increased its Chevron (CVX) stake by 28% in Q2 2026, buying an estimated $1.89M and bringing the position to 45,769 shares worth $7.59M. The position accounts for 0.29% of the portfolio, ranked #86.

Trajan Wealth first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trajan Wealth held 45,769 shares of Chevron worth $7.59M as of Q2 2026.
  • Trajan Wealth bought 10,141 Chevron shares in Q2 2026, an estimated $1.89M.
  • Chevron made up 0.29% of Trajan Wealth's portfolio in Q2 2026, its #86 holding.
  • Trajan Wealth first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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