Walser Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
Walser Wealth Management's CVX Position: Q2 2026 in Review
Walser Wealth Management increased its Chevron (CVX) stake by 33% in Q2 2026, buying an estimated $156K and bringing the position to 3,400 shares worth $564K. The position accounts for 0.23% of the portfolio, ranked #104.
Walser Wealth Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,099 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Walser Wealth Management held 3,400 shares of Chevron worth $564K as of Q2 2026.
- Walser Wealth Management bought 840 Chevron shares in Q2 2026, an estimated $156K.
- Chevron made up 0.23% of Walser Wealth Management's portfolio in Q2 2026, its #104 holding.
- Walser Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
- 4,099 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.