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BlackDiamond Wealth Management’s Chevron CVX Stock Holding History

BlackDiamond 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 		$475K Buy
2,437
+195
+9% +$36.3K 0.19% 114
2026
Q1 		$464K Buy
2,242
+340
+18% +$62K 0.22% 98
2025
Q4 		$347K Buy
1,902
+162
+9% +$24.7K 0.17% 125
2025
Q3 		$270K Sell
1,740
-510
-23% -$79K 0.15% 134
2025
Q2 		$328K Buy
2,250
+640
+40% +$90.2K 0.19% 105
2025
Q1 		$223K Buy
+1,610
New +$252K 0.15% 138
2024
Q2 		– Sell
-1,305
Closed -$206K – 150
2024
Q1 		$206K Buy
+1,305
New +$197K 0.15% 141
2023
Q4 		– Sell
-1,386
Closed -$202K – 141
2023
Q3 		$202K Buy
1,386
+76
+6% +$12.3K 0.18% 124
2023
Q2 		$213K Buy
+1,310
New +$210K 0.18% 120

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

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

BlackDiamond Wealth Management increased its Chevron (CVX) stake by 8.7% in Q2 2026, buying an estimated $36.3K and bringing the position to 2,437 shares worth $475K. The position accounts for 0.19% of the portfolio, ranked #114.

BlackDiamond Wealth Management first reported a position in CVX in Q2 2023 and has held it in 9 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BlackDiamond Wealth Management held 2,437 shares of Chevron worth $475K as of Q2 2026.
  • BlackDiamond Wealth Management bought 195 Chevron shares in Q2 2026, an estimated $36.3K.
  • Chevron made up 0.19% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #114 holding.
  • BlackDiamond Wealth Management first reported a position in Chevron in Q2 2023 and has held it in 9 quarters since.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.