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Wedmont Private Capital’s Chevron CVX Stock Holding History

Wedmont Private Capital’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 		$3.76M Buy
21,343
+248
+1% +$46.2K 0.1% 109
2026
Q1 		$4.07M Buy
21,095
+476
+2% +$86.8K 0.13% 88
2025
Q4 		$3.2M Buy
20,619
+1,255
+6% +$191K 0.11% 111
2025
Q3 		$3M Buy
19,364
+7,260
+60% +$1.12M 0.11% 109
2025
Q2 		$1.85M Sell
12,104
-2,919
-19% -$411K 0.08% 158
2025
Q1 		$2.04M Buy
15,023
+1,261
+9% +$197K 0.1% 116
2024
Q4 		$2.11M Buy
13,762
+1,750
+15% +$268K 0.11% 106
2024
Q3 		$1.82M Sell
12,012
-1,970
-14% -$293K 0.1% 113
2024
Q2 		$2.18M Buy
13,982
+1,016
+8% +$162K 0.14% 92
2024
Q1 		$2.1M Buy
12,966
+2,678
+26% +$404K 0.15% 88
2023
Q4 		$1.54M Sell
10,288
-1,936
-16% -$293K 0.13% 103
2023
Q3 		$2.04M Buy
12,224
+976
+9% +$158K 0.21% 75
2023
Q2 		$1.73M Buy
11,248
+393
+4% +$63K 0.19% 79
2023
Q1 		$1.83M Buy
10,855
+842
+8% +$141K 0.24% 66
2022
Q4 		$1.77M Buy
10,013
+1,227
+14% +$214K 0.26% 63
2022
Q3 		$1.26M Buy
8,786
+583
+7% +$88.9K 0.25% 63
2022
Q2 		$1.19M Buy
8,203
+1,831
+29% +$303K 0.26% 66
2022
Q1 		$1.05M Buy
6,372
+1,955
+44% +$280K 0.23% 74
2021
Q4 		$560K Buy
+4,417
New +$502K 0.17% 100

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
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

Wedmont Private Capital's CVX Position: Q2 2026 in Review

Wedmont Private Capital increased its Chevron (CVX) stake by 1.2% in Q2 2026, buying an estimated $46.2K and bringing the position to 21,343 shares worth $3.76M. The position accounts for 0.1% of the portfolio, ranked #109.

Wedmont Private Capital first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.07M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wedmont Private Capital held 21,343 shares of Chevron worth $3.76M as of Q2 2026.
  • Wedmont Private Capital bought 248 Chevron shares in Q2 2026, an estimated $46.2K.
  • Chevron made up 0.1% of Wedmont Private Capital's portfolio in Q2 2026, its #109 holding.
  • Wedmont Private Capital first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Chevron position peaked at $4.07M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.