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Xcel Wealth Management’s Chevron CVX Stock Holding History

Xcel 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 		$468K Sell
2,821
-20
-0.7% -$3.72K 0.11% 107
2026
Q1 		$588K Sell
2,841
-1,450
-34% -$264K 0.16% 96
2025
Q4 		$654K Buy
4,291
+1,437
+50% +$219K 0.17% 84
2025
Q3 		$443K Sell
2,854
-150
-5% -$23.2K 0.12% 102
2025
Q2 		$430K Buy
3,004
+41
+1% +$5.78K 0.12% 100
2025
Q1 		$496K Sell
2,963
-300
-9% -$47K 0.15% 92
2024
Q4 		$473K Sell
3,263
-785
-19% -$120K 0.13% 90
2024
Q3 		$596K Buy
4,048
+131
+3% +$19.5K 0.17% 81
2024
Q2 		$613K Buy
3,917
+170
+5% +$27.1K 0.19% 72
2024
Q1 		$591K Buy
3,747
+112
+3% +$16.9K 0.18% 76
2023
Q4 		$542K Sell
3,635
-225
-6% -$34K 0.19% 76
2023
Q3 		$651K Sell
3,860
-737
-16% -$119K 0.26% 66
2023
Q2 		$723K Buy
4,597
+485
+12% +$77.8K 0.23% 73
2023
Q1 		$671K Buy
4,112
+959
+30% +$161K 0.24% 72
2022
Q4 		$566K Sell
3,153
-100
-3% -$17.5K 0.22% 73
2022
Q3 		$467K Sell
3,253
-300
-8% -$45.8K 0.17% 84
2022
Q2 		$514K Sell
3,553
-2,433
-41% -$402K 0.19% 74
2022
Q1 		$975K Sell
5,986
-952
-14% -$137K 0.27% 67
2021
Q4 		$814K Buy
6,938
+779
+13% +$88.5K 0.21% 79
2021
Q3 		$625K Buy
6,159
+620
+11% +$61.8K 0.18% 87
2021
Q2 		$580K Buy
5,539
+4
+0.1% +$422 0.18% 89
2021
Q1 		$580K Sell
5,535
-1,630
-23% -$159K 0.21% 80
2020
Q4 		$605K Sell
7,165
-2,350
-25% -$190K 0.26% 73
2020
Q3 		$685K Sell
9,515
-2,804
-23% -$236K 0.35% 62
2020
Q2 		$1.1M Sell
12,319
-5,760
-32% -$516K 0.68% 36
2020
Q1 		$1.31M Sell
18,079
-43
-0.2% -$4.25K 1.18% 28
2019
Q4 		$2.18M Buy
18,122
+430
+2% +$50.6K 1.81% 20
2019
Q3 		$2.1M Sell
17,692
-881
-5% -$107K 1.94% 18
2019
Q2 		$2.31M Buy
18,573
+5,351
+40% +$647K 2.26% 14
2019
Q1 		$1.63M Sell
13,222
-2,316
-15% -$274K 1.68% 17
2018
Q4 		$1.69M Buy
+15,538
New +$1.8M 2.07% 15

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Xcel Wealth Management's CVX Position: Q2 2026 in Review

Xcel Wealth Management reduced its Chevron (CVX) stake by 0.7% in Q2 2026, selling an estimated $3.72K and leaving 2,821 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #107.

Xcel Wealth Management first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.31M in Q2 2019. 2,516 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Xcel Wealth Management held 2,821 shares of Chevron worth $468K as of Q2 2026.
  • Xcel Wealth Management sold 20 Chevron shares in Q2 2026, an estimated $3.72K.
  • Chevron made up 0.11% of Xcel Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Xcel Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • Xcel Wealth Management's Chevron position peaked at $2.31M in Q2 2019.
  • 2,516 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.