TWM
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Triton Wealth Management’s Chevron CVX Stock Holding History

Triton 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 		$484K Sell
2,751
-84
-3% -$15.6K 0.15% 72
2026
Q1 		$559K Buy
2,835
+2
+0.1% +$365 0.21% 55
2025
Q4 		$499K Sell
2,833
-4
-0.1% -$609 0.19% 62
2025
Q3 		$449K Sell
2,837
-2
-0.1% -$310 0.17% 66
2025
Q2 		$442K Buy
+2,839
New +$400K 0.19% 65
2024
Q4 		$461K Buy
2,913
+578
+25% +$88.5K 0.24% 45
2024
Q3 		$348K Buy
2,335
+1
+0% +$149 0.2% 54
2024
Q2 		$360K Buy
2,334
+1
+0% +$159 0.21% 50
2024
Q1 		$379K Buy
2,333
+856
+58% +$129K 0.26% 42
2023
Q4 		$223K Buy
1,477
+1
+0.1% +$151 0.15% 65
2023
Q3 		$217K Sell
1,476
-264
-15% -$42.6K 0.15% 66
2023
Q2 		$276K Buy
1,740
+3
+0.2% +$481 0.16% 66
2023
Q1 		$272K Sell
1,737
-57
-3% -$9.56K 0.17% 59
2022
Q4 		$324K Buy
1,794
+2
+0.1% +$349 0.2% 55
2022
Q3 		$282K Sell
1,792
-22
-1% -$3.35K 0.17% 56
2022
Q2 		$290K Sell
1,814
-46
-2% -$7.6K 0.2% 60
2022
Q1 		$248K Hold
1,860
– – 0.13% 77
2021
Q4 		$248K Sell
1,860
-23
-1% -$2.61K 0.13% 77
2021
Q3 		$206K Buy
+1,883
New +$188K 0.1% 102

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

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

Triton Wealth Management reduced its Chevron (CVX) stake by 3% in Q2 2026, selling an estimated $15.6K and leaving 2,751 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #72.

Triton Wealth Management first reported a position in CVX in Q3 2021 and has held it in 19 quarters since. The position peaked at $559K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Triton Wealth Management held 2,751 shares of Chevron worth $484K as of Q2 2026.
  • Triton Wealth Management sold 84 Chevron shares in Q2 2026, an estimated $15.6K.
  • Chevron made up 0.15% of Triton Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Triton Wealth Management first reported a position in Chevron in Q3 2021 and has held it in 19 quarters since.
  • Triton Wealth Management's Chevron position peaked at $559K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.