TriaGen Wealth Management’s Chevron CVX Stock Holding History

TriaGen 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	$3.54M	Sell	21,380 -17	-0.1%	-$3.16K	0.89%	20
2026 Q1	$4.43M	Sell	21,397 -10,609	-33%	-$1.93M	1.21%	14
2025 Q4	$4.88M	Sell	32,006 -985	-3%	-$150K	1.26%	12
2025 Q3	$5.12M	Buy	32,991 +20,576	+166%	+$3.19M	1.34%	12
2025 Q2	$1.78M	Buy	12,415 +182	+1%	+$25.7K	0.54%	58
2025 Q1	$2.05M	Sell	12,233 -24	-0.2%	-$3.76K	0.72%	35
2024 Q4	$1.78M	Hold	12,257	–	–	0.6%	48
2024 Q3	$1.81M	Sell	12,257 -10	-0.1%	-$1.49K	0.6%	48
2024 Q2	$1.92M	Buy	12,267 +150	+1%	+$23.9K	0.74%	42
2024 Q1	$1.91M	Hold	12,117	–	–	0.79%	40
2023 Q4	$1.81M	Hold	12,117	–	–	0.86%	42
2023 Q3	$2.04M	Hold	12,117	–	–	1.04%	24
2023 Q2	$1.91M	Hold	12,117	–	–	0.87%	33
2023 Q1	$1.98M	Hold	12,117	–	–	0.99%	27
2022 Q4	$2.17M	Sell	12,117 -200	-2%	-$34.9K	1.21%	17
2022 Q3	$1.77M	Buy	12,317 +70	+0.6%	+$10.7K	0.98%	28
2022 Q2	$1.77M	Hold	12,247	–	–	1.26%	21
2022 Q1	$1.99M	Sell	12,247 -500	-4%	-$71.7K	1.03%	28
2021 Q4	$1.5M	Sell	12,747 -622	-5%	-$70.7K	0.74%	53
2021 Q3	$1.36M	Sell	13,369 -304	-2%	-$30.3K	0.74%	52
2021 Q2	$1.39M	Hold	13,673	–	–	0.72%	53
2021 Q1	$1.43M	Sell	13,673 -9,082	-40%	-$887K	0.82%	46
2020 Q4	$1.92M	Buy	+22,755	New	+$1.84M	1.13%	24

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TriaGen Wealth Management's CVX Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Chevron (CVX) stake by 0.08% in Q2 2026, selling an estimated $3.16K and leaving 21,380 shares worth $3.54M. The position accounts for 0.89% of the portfolio, ranked #20.

TriaGen Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.12M in Q3 2025. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

TriaGen Wealth Management held 21,380 shares of Chevron worth $3.54M as of Q2 2026.
TriaGen Wealth Management sold 17 Chevron shares in Q2 2026, an estimated $3.16K.
Chevron made up 0.89% of TriaGen Wealth Management's portfolio in Q2 2026, its #20 holding.
TriaGen Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's Chevron position peaked at $5.12M in Q3 2025.
4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.