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Buck Wealth Strategies’s Chevron CVX Stock Holding History

Buck Wealth Strategies’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 		$538K Buy
3,243
+374
+13% +$69.6K 0.06% 121
2026
Q1 		$594K Sell
2,869
-1,177
-29% -$215K 0.07% 96
2025
Q4 		$617K Sell
4,046
-4,468
-52% -$680K 0.08% 94
2025
Q3 		$1.32M Sell
8,514
-1,519
-15% -$235K 0.18% 63
2025
Q2 		$1.44M Sell
10,033
-245
-2% -$34.5K 0.22% 56
2025
Q1 		$1.72M Buy
10,278
+8,193
+393% +$1.28M 0.31% 49
2024
Q4 		$302K Buy
+2,085
New +$319K 0.06% 74
2024
Q2 		– Sell
-8,851
Closed -$1.4M – 79
2024
Q1 		$1.4M Buy
8,851
+6,763
+324% +$1.02M 0.48% 44
2023
Q4 		$312K Sell
2,088
-38
-2% -$5.75K 0.12% 58
2023
Q3 		$358K Buy
2,126
+40
+2% +$6.46K 0.14% 59
2023
Q2 		$328K Sell
2,086
-292
-12% -$46.8K 0.14% 34
2023
Q1 		$388K Buy
+2,378
New +$399K 0.19% 34
2022
Q3 		$335K Buy
+1,990
New +$303K 0.16% 45

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

Buck Wealth Strategies's CVX Position: Q2 2026 in Review

Buck Wealth Strategies increased its Chevron (CVX) stake by 13% in Q2 2026, buying an estimated $69.6K and bringing the position to 3,243 shares worth $538K. The position accounts for 0.06% of the portfolio, ranked #121.

Buck Wealth Strategies first reported a position in CVX in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.72M in Q1 2025. 2,516 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Buck Wealth Strategies held 3,243 shares of Chevron worth $538K as of Q2 2026.
  • Buck Wealth Strategies bought 374 Chevron shares in Q2 2026, an estimated $69.6K.
  • Chevron made up 0.06% of Buck Wealth Strategies's portfolio in Q2 2026, its #121 holding.
  • Buck Wealth Strategies first reported a position in Chevron in Q3 2022 and has held it in 13 quarters since.
  • Buck Wealth Strategies's Chevron position peaked at $1.72M in Q1 2025.
  • 2,516 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.