Tumwater Wealth Management’s Chevron CVX Stock Holding History

Tumwater 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	$2.35M	Buy	14,182 +5	+0%	+$931	0.85%	10
2026 Q1	$2.93M	Sell	14,177 -702	-5%	-$128K	1.18%	9
2025 Q4	$2.27M	Buy	14,879 +6	+0%	+$914	0.92%	10
2025 Q3	$2.31M	Buy	14,873 +6	+0%	+$929	1.03%	9
2025 Q2	$2.13M	Buy	14,867 +256	+2%	+$36.1K	0.99%	9
2025 Q1	$2.44M	Buy	14,611 +5	+0%	+$783	1.28%	8
2024 Q4	$2.12M	Buy	+14,606	New	+$2.24M	1.11%	9

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Tumwater Wealth Management increased its Chevron (CVX) stake by 0.04% in Q2 2026, buying an estimated $931 and bringing the position to 14,182 shares worth $2.35M. The position accounts for 0.85% of the portfolio, ranked #10.

Tumwater Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Tumwater Wealth Management held 14,182 shares of Chevron worth $2.35M as of Q2 2026.
Tumwater Wealth Management bought 5 Chevron shares in Q2 2026, an estimated $931.
Chevron made up 0.85% of Tumwater Wealth Management's portfolio in Q2 2026, its #10 holding.
Tumwater Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Tumwater Wealth Management's Chevron position peaked at $2.93M in Q1 2026.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.