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Balanced Wealth Group’s Chevron CVX Stock Holding History

Balanced Wealth Group’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 		$321K Buy
1,934
+107
+6% +$19.9K 0.1% 64
2026
Q1 		$378K Sell
1,827
-98
-5% -$17.9K 0.14% 54
2025
Q4 		$298K Sell
1,925
-291
-13% -$44.3K 0.11% 62
2025
Q3 		$323K Hold
2,216
– – 0.14% 54
2025
Q2 		$336K Sell
2,216
-610
-22% -$86K 0.15% 54
2025
Q1 		$473K Buy
2,826
+30
+1% +$4.7K 0.23% 43
2024
Q4 		$417K Sell
2,796
-136
-5% -$20.8K 0.19% 48
2024
Q3 		$432K Sell
2,932
-238
-8% -$35.4K 0.19% 50
2024
Q2 		$496K Buy
3,170
+33
+1% +$5.26K 0.23% 48
2024
Q1 		$519K Buy
3,137
+1,464
+88% +$221K 0.23% 47
2023
Q4 		$250K Buy
+1,673
New +$253K 0.13% 57

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Balanced Wealth Group's CVX Position: Q2 2026 in Review

Balanced Wealth Group increased its Chevron (CVX) stake by 5.9% in Q2 2026, buying an estimated $19.9K and bringing the position to 1,934 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #64.

Balanced Wealth Group first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $519K in Q1 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Balanced Wealth Group held 1,934 shares of Chevron worth $321K as of Q2 2026.
  • Balanced Wealth Group bought 107 Chevron shares in Q2 2026, an estimated $19.9K.
  • Chevron made up 0.1% of Balanced Wealth Group's portfolio in Q2 2026, its #64 holding.
  • Balanced Wealth Group first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Balanced Wealth Group's Chevron position peaked at $519K in Q1 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.