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CVXCVX
30 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in CHEVRON CORP

AE Wealth Management LLC holds 528,734 shares of CVX (CHEVRON CORP), worth $87.6M as of 2026-Q2. The position was increased (+51.5% shares). CVX represents 0.4% of AE Wealth Management LLC's portfolio.

Current Value

$87.6M

Current Shares

528,734

Total Value Change

+$76.4M

Total Shares Change

+437,841

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
528,734
+51.5%
$87.6M0.4%$165.76
50
2026-Q1
Decreased
349,096
-34.2%
$72.2M0.4%$188.77
0
2025-Q4
Increased
530,598
+12.7%
$80.9M0.5%$150.83
40
2025-Q3
Increased
470,634
+11.2%
$73.1M0.5%$152.88
39
2025-Q2
Increased
423,382
+24.9%
$60.6M0.4%$139.27
43
2025-Q1
Increased
338,889
+6.5%
$56.7M0.5%$158.94
38
2024-Q4
Increased
318,205
+5.8%
$46.1M0.4%$135.41
37
2024-Q3
Decreased
300,768
-9.3%
$44.3M0.4%$136.31
0
2024-Q2
Decreased
331,620
-6.2%
$51.9M0.5%$144.92
0
2024-Q1
Decreased
353,397
-35.8%
$55.7M0.6%$144.69
0
2023-Q4
Increased
550,737
+18.7%
$82.1M0.4%$135.34
42
2023-Q3
Increased
464,140
+8.9%
$78.3M0.5%$151.41
39
2023-Q2
Decreased
426,061
-20.8%
$67M0.4%$138.96
0
2023-Q1
Increased
537,889
+10.6%
$87.8M0.6%$143.03
47
2022-Q4
Increased
486,261
+25.6%
$87.3M0.6%$156.70
52
2022-Q3
Increased
386,999
+1.6%
$55.6M0.4%$125.42
36
2022-Q2
Increased
381,070
+2.9%
$55.2M0.4%$126.19
36
2022-Q1
Increased
370,258
+11.0%
$60.3M0.4%$140.91
39
2021-Q4
Decreased
333,433
-2.7%
$39.1M0.3%$98.96
0
2021-Q3
Increased
342,654
+10.9%
$34.8M0.3%$86.08
38
2021-Q2
Increased
308,984
+15.2%
$32.4M0.3%$85.29
40
2021-Q1
Increased
268,339
+0.2%
$28.1M0.3%$86.02
34
2020-Q4
Increased
267,691
+12.8%
$22.6M0.3%$68.33
38
2020-Q3
Increased
237,293
+0.2%
$17.1M0.2%$56.74
34
2020-Q2
Increased
236,853
+25.9%
$21.1M0.3%$68.20
42
2020-Q1
Increased
188,101
+11.7%
$13.6M0.3%$55.16
37
2019-Q4
Increased
168,418
+14.4%
$20.3M0.4%$90.82
39
2019-Q3
Decreased
147,252
-1.2%
$17.5M0.5%$89.00
0
2019-Q2
Increased
149,073
+64.0%
$18.6M0.6%$92.43
58
2019-Q1
New
90,893
-
$11.2M0.8%$90.60
54

Other major holders of CVX: BNP PARIBAS FINANCIAL MARKETS, STATE STREET CORP, BlackRock, Inc., BERKSHIRE HATHAWAY INC, VANGUARD GROUP INC

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