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Darwin Wealth Management’s Chevron CVX Stock Holding History

Darwin 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 		$75.5K Buy
455
+2
+0.4% +$372 0.02% 203
2026
Q1 		$93.8K Hold
453
– – 0.03% 180
2025
Q4 		$69.1K Sell
453
-359
-44% -$54.7K 0.02% 197
2025
Q3 		$126K Buy
812
+55
+7% +$8.52K 0.04% 156
2025
Q2 		$109K Buy
757
+337
+80% +$47.5K 0.04% 162
2025
Q1 		$61K Hold
420
– – 0.02% 207
2024
Q4 		$61K Buy
420
+213
+103% +$32.6K 0.02% 207
2024
Q3 		$30.5K Buy
+207
New +$30.8K 0.01% 271
2020
Q2 		– Sell
-1,898
Closed -$137K – 278
2020
Q1 		$137K Buy
1,898
+199
+12% +$19.7K 0.04% 158
2019
Q4 		$205K Sell
1,699
-19,922
-92% -$2.35M 0.05% 151
2019
Q3 		$2.56M Buy
21,621
+1,726
+9% +$210K 0.76% 58
2019
Q2 		$2.48M Buy
19,895
+1,432
+8% +$173K 0.77% 57
2019
Q1 		$2.27M Buy
+18,463
New +$2.18M 0.75% 54
2018
Q1 		– Sell
-1,749
Closed -$219K – 129
2017
Q4 		$219K Buy
+1,749
New +$207K 0.09% 149
2017
Q2 		– Sell
-2,137
Closed -$229K – 136
2017
Q1 		$229K Buy
2,137
+386
+22% +$43.3K 0.13% 116
2016
Q4 		$206K Buy
+1,751
New +$191K 0.14% 104

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Darwin Wealth Management increased its Chevron (CVX) stake by 0.44% in Q2 2026, buying an estimated $372 and bringing the position to 455 shares worth $75.5K. The position accounts for 0.02% of the portfolio, ranked #203.

Darwin Wealth Management first reported a position in CVX in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.56M in Q3 2019. 2,314 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Darwin Wealth Management held 455 shares of Chevron worth $75.5K as of Q2 2026.
  • Darwin Wealth Management bought 2 Chevron shares in Q2 2026, an estimated $372.
  • Chevron made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Darwin Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 16 quarters since.
  • Darwin Wealth Management's Chevron position peaked at $2.56M in Q3 2019.
  • 2,314 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.