Darden Wealth Group’s Chevron CVX Stock Holding History

Darden 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	–	Sell	-4,809	Closed	-$995K	–	158
2026 Q1	$995K	Buy	4,809 +20	+0.4%	+$3.65K	0.51%	44
2025 Q4	$730K	Sell	4,789 -721	-13%	-$110K	0.35%	59
2025 Q3	$856K	Sell	5,510 -561	-9%	-$86.9K	0.45%	52
2025 Q2	$869K	Sell	6,071 -2,390	-28%	-$337K	0.52%	48
2025 Q1	$1.42M	Buy	8,461 +320	+4%	+$50.1K	1.1%	21
2024 Q4	$1.18M	Buy	8,141 +380	+5%	+$58.2K	0.79%	30
2024 Q3	$1.14M	Buy	7,761 +621	+9%	+$92.4K	0.82%	30
2024 Q2	$1.12M	Buy	7,140 +571	+9%	+$91.1K	0.67%	31
2024 Q1	$1.04M	Buy	6,569 +987	+18%	+$149K	0.81%	33
2023 Q4	$833K	Buy	+5,582	New	+$844K	0.8%	34

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

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

Darden Wealth Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 4,809 shares — an estimated $995K sold.

Darden Wealth Group first reported a position in CVX in Q4 2023 and held it in 10 quarters. The position peaked at $1.42M in Q1 2025. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Darden Wealth Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Darden Wealth Group sold 4,809 Chevron shares in Q2 2026, an estimated $995K.
Darden Wealth Group first reported a position in Chevron in Q4 2023 and held it in 10 quarters.
Darden Wealth Group's Chevron position peaked at $1.42M in Q1 2025.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.