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Williams Jones Wealth Management’s Chevron CVX Stock Holding History

Williams Jones 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 		$17.7M Sell
106,529
-85
-0.1% -$15.8K 0.2% 76
2026
Q1 		$22.1M Buy
106,614
+902
+0.9% +$164K 0.27% 64
2025
Q4 		$16.1M Sell
105,712
-122
-0.1% -$18.6K 0.18% 75
2025
Q3 		$16.4M Buy
105,834
+4,800
+5% +$743K 0.19% 77
2025
Q2 		$14.5M Sell
101,034
-2,427
-2% -$342K 0.17% 81
2025
Q1 		$17.3M Buy
103,461
+1,287
+1% +$201K 0.22% 71
2024
Q4 		$14.8M Sell
102,174
-11,806
-10% -$1.81M 0.18% 82
2024
Q3 		$16.8M Sell
113,980
-15,125
-12% -$2.25M 0.2% 80
2024
Q2 		$20.2M Sell
129,105
-370
-0.3% -$59K 0.25% 74
2024
Q1 		$20.4M Sell
129,475
-6,879
-5% -$1.04M 0.26% 71
2023
Q4 		$20.3M Sell
136,354
-13,877
-9% -$2.1M 0.28% 70
2023
Q3 		$25.3M Sell
150,231
-568
-0.4% -$91.7K 0.39% 53
2023
Q2 		$23.7M Sell
150,799
-12,452
-8% -$2M 0.36% 59
2023
Q1 		$26.6M Sell
163,251
-4,455
-3% -$747K 0.42% 51
2022
Q4 		$30.1M Buy
167,706
+5,926
+4% +$1.03M 0.5% 44
2022
Q3 		$23.2M Buy
161,780
+25,593
+19% +$3.9M 0.4% 54
2022
Q2 		$19.7M Buy
136,187
+11,737
+9% +$1.94M 0.32% 66
2022
Q1 		$20.3M Buy
124,450
+17,901
+17% +$2.57M 0.28% 66
2021
Q4 		$12.5M Buy
106,549
+3,271
+3% +$372K 0.16% 90
2021
Q3 		$10.5M Sell
103,278
-2,852
-3% -$284K 0.15% 95
2021
Q2 		$11.1M Buy
106,130
+567
+0.5% +$59.9K 0.16% 91
2021
Q1 		$11.1M Buy
105,563
+10,112
+11% +$987K 0.17% 89
2020
Q4 		$8.06M Sell
95,451
-10,376
-10% -$840K 0.13% 94
2020
Q3 		$7.62M Sell
105,827
-6,253
-6% -$526K 0.14% 91
2020
Q2 		$10M Sell
112,080
-32
-0% -$2.87K 0.2% 78
2020
Q1 		$8.12M Sell
112,112
-26,274
-19% -$2.6M 0.21% 76
2019
Q4 		$16.7M Sell
138,386
-2,388
-2% -$281K 0.32% 67
2019
Q3 		$16.7M Buy
+140,774
New +$17.1M 0.34% 64

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

Williams Jones Wealth Management's CVX Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Chevron (CVX) stake by 0.08% in Q2 2026, selling an estimated $15.8K and leaving 106,529 shares worth $17.7M. The position accounts for 0.2% of the portfolio, ranked #76.

Williams Jones Wealth Management first reported a position in CVX in Q3 2019 and has held it in 28 quarters since. The position peaked at $30.1M in Q4 2022. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Williams Jones Wealth Management held 106,529 shares of Chevron worth $17.7M as of Q2 2026.
  • Williams Jones Wealth Management sold 85 Chevron shares in Q2 2026, an estimated $15.8K.
  • Chevron made up 0.2% of Williams Jones Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Williams Jones Wealth Management first reported a position in Chevron in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Chevron position peaked at $30.1M in Q4 2022.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.