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WealthCollab’s Chevron CVX Stock Holding History

WealthCollab’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 		$159K Hold
959
– – 0.06% 103
2026
Q1 		$198K Hold
959
– – 0.08% 79
2025
Q4 		$146K Hold
959
– – 0.06% 101
2025
Q3 		$149K Hold
959
– – 0.07% 88
2025
Q2 		$137K Buy
959
+50
+6% +$7.05K 0.08% 84
2025
Q1 		$152K Hold
909
– – 0.09% 73
2024
Q4 		$132K Sell
909
-2
-0.2% -$306 0.08% 77
2024
Q3 		$134K Sell
911
-326
-26% -$48.5K 0.09% 81
2024
Q2 		$193K Hold
1,237
– – 0.14% 60
2024
Q1 		$195K Buy
1,237
+243
+24% +$36.7K 0.14% 59
2023
Q4 		$148K Buy
+994
New +$150K 0.12% 63

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

WealthCollab's CVX Position: Q2 2026 in Review

WealthCollab held its Chevron (CVX) position steady in Q2 2026 at 959 shares worth $159K. The position accounts for 0.06% of the portfolio, ranked #103.

WealthCollab first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $198K in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • WealthCollab held 959 shares of Chevron worth $159K as of Q2 2026.
  • WealthCollab left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.06% of WealthCollab's portfolio in Q2 2026, its #103 holding.
  • WealthCollab first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's Chevron position peaked at $198K in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.