BetterWealth’s Chevron CVX Stock Holding History

BetterWealth’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	$605K	Sell	3,648 -200	-5%	-$37.2K	0.11%	47
2026 Q1	$796K	Buy	3,848 +254	+7%	+$46.3K	0.16%	35
2025 Q4	$548K	Sell	3,594 -168	-4%	-$25.6K	0.12%	37
2025 Q3	$584K	Buy	3,762 +1,391	+59%	+$215K	0.14%	38
2025 Q2	$340K	Sell	2,371 -58	-2%	-$8.18K	0.09%	42
2025 Q1	$406K	Sell	2,429 -641	-21%	-$100K	0.11%	39
2024 Q4	$445K	Hold	3,070	–	–	0.12%	41
2024 Q3	$452K	Sell	3,070 -20	-0.6%	-$2.98K	0.13%	37
2024 Q2	$483K	Buy	3,090 +20	+0.7%	+$3.19K	0.15%	35
2024 Q1	$484K	Hold	3,070	–	–	0.16%	37
2023 Q4	$458K	Buy	3,070 +9	+0.3%	+$1.36K	0.16%	39
2023 Q3	$516K	Hold	3,061	–	–	0.21%	28
2023 Q2	$482K	Hold	3,061	–	–	0.19%	30
2023 Q1	$499K	Sell	3,061 -40	-1%	-$6.71K	0.2%	28
2022 Q4	$557K	Sell	3,101 -140	-4%	-$24.4K	0.25%	18
2022 Q3	$466K	Sell	3,241 -100	-3%	-$15.3K	0.24%	23
2022 Q2	$484K	Hold	3,341	–	–	0.24%	22
2022 Q1	$544K	Hold	3,341	–	–	0.73%	15
2021 Q4	$392K	Buy	+3,341	New	+$380K	0.27%	23

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

BetterWealth's CVX Position: Q2 2026 in Review

BetterWealth reduced its Chevron (CVX) stake by 5.2% in Q2 2026, selling an estimated $37.2K and leaving 3,648 shares worth $605K. The position accounts for 0.11% of the portfolio, ranked #47.

BetterWealth first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $796K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

BetterWealth held 3,648 shares of Chevron worth $605K as of Q2 2026.
BetterWealth sold 200 Chevron shares in Q2 2026, an estimated $37.2K.
Chevron made up 0.11% of BetterWealth's portfolio in Q2 2026, its #47 holding.
BetterWealth first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
BetterWealth's Chevron position peaked at $796K in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.