Daner Wealth Management’s Chevron CVX Stock Holding History

Daner 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	$222K	Buy	1,123 +4	+0.4%	+$745	0.12%	89
2026 Q1	$208K	Sell	1,119 -8	-0.7%	-$1.46K	0.12%	87
2025 Q4	$205K	Buy	+1,127	New	+$172K	0.13%	93

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Daner Wealth Management increased its Chevron (CVX) stake by 0.36% in Q2 2026, buying an estimated $745 and bringing the position to 1,123 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #89.

Daner Wealth Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Daner Wealth Management held 1,123 shares of Chevron worth $222K as of Q2 2026.
Daner Wealth Management bought 4 Chevron shares in Q2 2026, an estimated $745.
Chevron made up 0.12% of Daner Wealth Management's portfolio in Q2 2026, its #89 holding.
Daner Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.