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Waldron Private Wealth’s Chevron CVX Stock Holding History

Waldron Private 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 		$2.57M Buy
15,506
+203
+1% +$37.8K 0.09% 84
2026
Q1 		$3.17M Buy
15,303
+8
+0.1% +$1.46K 0.12% 73
2025
Q4 		$2.33M Sell
15,295
-607
-4% -$92.4K 0.09% 82
2025
Q3 		$2.47M Buy
15,902
+18
+0.1% +$2.79K 0.1% 83
2025
Q2 		$2.27M Sell
15,884
-2,264
-12% -$319K 0.1% 82
2025
Q1 		$3.04M Sell
18,148
-3,715
-17% -$582K 0.14% 70
2024
Q4 		$3.17M Sell
21,863
-65
-0.3% -$9.95K 0.13% 87
2024
Q3 		$3.23M Sell
21,928
-412
-2% -$61.3K 0.13% 83
2024
Q2 		$3.49M Sell
22,340
-216
-1% -$34.4K 0.16% 71
2024
Q1 		$3.56M Sell
22,556
-880
-4% -$133K 0.16% 71
2023
Q4 		$3.5M Buy
23,436
+1,013
+5% +$153K 0.17% 72
2023
Q3 		$3.78M Buy
22,423
+3,465
+18% +$560K 0.2% 66
2023
Q2 		$2.98M Sell
18,958
-821
-4% -$132K 0.15% 80
2023
Q1 		$3.23M Buy
19,779
+905
+5% +$152K 0.16% 79
2022
Q4 		$2.71M Hold
18,874
– – 0.17% 86
2022
Q3 		$2.71M Buy
18,874
+887
+5% +$135K 0.17% 86
2022
Q2 		$2.6M Sell
17,987
-379
-2% -$62.6K 0.15% 91
2022
Q1 		$2.99M Buy
18,366
+722
+4% +$104K 0.15% 90
2021
Q4 		$2.07M Buy
17,644
+197
+1% +$22.4K 0.1% 111
2021
Q3 		$1.77M Buy
17,447
+1,875
+12% +$187K 0.1% 111
2021
Q2 		$1.63M Buy
15,572
+1,320
+9% +$139K 0.1% 110
2021
Q1 		$1.49M Sell
14,252
-527
-4% -$51.5K 0.1% 106
2020
Q4 		$1.25M Sell
14,779
-592
-4% -$47.9K 0.09% 111
2020
Q3 		$1.11M Buy
15,371
+495
+3% +$41.6K 0.09% 111
2020
Q2 		$1.33M Buy
14,876
+48
+0.3% +$4.3K 0.12% 99
2020
Q1 		$1.07M Sell
14,828
-29,873
-67% -$2.95M 0.11% 103
2019
Q4 		$5.39M Sell
44,701
-183
-0.4% -$21.6K 0.48% 35
2019
Q3 		$5.32M Buy
44,884
+28,387
+172% +$3.45M 0.54% 33
2019
Q2 		$2.05M Buy
16,497
+649
+4% +$78.5K 0.22% 53
2019
Q1 		$1.95M Buy
15,848
+3,272
+26% +$387K 0.22% 57
2018
Q4 		$1.37M Buy
12,576
+4,023
+47% +$466K 0.2% 53
2018
Q3 		$1.04M Buy
8,553
+35
+0.4% +$4.25K 0.2% 52
2018
Q2 		$1.08M Buy
8,518
+53
+0.6% +$6.58K 0.23% 44
2018
Q1 		$965K Buy
8,465
+20
+0.2% +$2.39K 0.22% 46
2017
Q4 		$1.06M Buy
8,445
+131
+2% +$15.5K 0.25% 40
2017
Q3 		$976K Buy
8,314
+560
+7% +$61.1K 0.27% 38
2017
Q2 		$808K Sell
7,754
-1,924
-20% -$204K 0.26% 38
2017
Q1 		$1.02M Buy
9,678
+1,775
+22% +$199K 0.26% 54
2016
Q4 		$930K Sell
7,903
-443
-5% -$48.2K 0.32% 37
2016
Q3 		$847K Sell
8,346
-100
-1% -$10.2K 0.31% 35
2016
Q2 		$872K Buy
8,446
+1,058
+14% +$106K 0.32% 38
2016
Q1 		$697K Buy
7,388
+459
+7% +$40.1K 0.26% 45
2015
Q4 		$624K Buy
6,929
+305
+5% +$27.5K 0.23% 50
2015
Q3 		$522K Buy
6,624
+2,469
+59% +$208K 0.23% 43
2015
Q2 		$400K Buy
4,155
+290
+8% +$30.5K 0.16% 53
2015
Q1 		$406K Buy
3,865
+864
+29% +$92.2K 0.17% 50
2014
Q4 		$337K Buy
3,001
+14
+0.5% +$1.59K 0.14% 57
2014
Q3 		$356K Sell
2,987
-494
-14% -$63K 0.17% 50
2014
Q2 		$454K Buy
3,481
+1,386
+66% +$172K 0.21% 45
2014
Q1 		$249K Sell
2,095
-342
-14% -$39.8K 0.12% 90
2013
Q4 		$304K Buy
+2,437
New +$295K 0.14% 70

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Waldron Private Wealth's CVX Position: Q2 2026 in Review

Waldron Private Wealth increased its Chevron (CVX) stake by 1.3% in Q2 2026, buying an estimated $37.8K and bringing the position to 15,506 shares worth $2.57M. The position accounts for 0.09% of the portfolio, ranked #84.

Waldron Private Wealth first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.39M in Q4 2019. 990 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Waldron Private Wealth held 15,506 shares of Chevron worth $2.57M as of Q2 2026.
  • Waldron Private Wealth bought 203 Chevron shares in Q2 2026, an estimated $37.8K.
  • Chevron made up 0.09% of Waldron Private Wealth's portfolio in Q2 2026, its #84 holding.
  • Waldron Private Wealth first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
  • Waldron Private Wealth's Chevron position peaked at $5.39M in Q4 2019.
  • 990 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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