DWM
CVX icon

DecisionMap Wealth Management’s Chevron CVX Stock Holding History

DecisionMap 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 		$341K Buy
2,058
+63
+3% +$11.7K 0.19% 105
2026
Q1 		$413K Sell
1,995
-143
-7% -$26.1K 0.27% 86
2025
Q4 		$326K Sell
2,138
-17
-0.8% -$2.59K 0.2% 97
2025
Q3 		$335K Buy
2,155
+207
+11% +$32.1K 0.21% 92
2025
Q2 		$279K Buy
1,948
+24
+1% +$3.38K 0.19% 101
2025
Q1 		$322K Buy
1,924
+225
+13% +$35.2K 0.24% 93
2024
Q4 		$246K Buy
+1,699
New +$260K 0.2% 101

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

DecisionMap Wealth Management increased its Chevron (CVX) stake by 3.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 2,058 shares worth $341K. The position accounts for 0.19% of the portfolio, ranked #105.

DecisionMap Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • DecisionMap Wealth Management held 2,058 shares of Chevron worth $341K as of Q2 2026.
  • DecisionMap Wealth Management bought 63 Chevron shares in Q2 2026, an estimated $11.7K.
  • Chevron made up 0.19% of DecisionMap Wealth Management's portfolio in Q2 2026, its #105 holding.
  • DecisionMap Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • DecisionMap Wealth Management's Chevron position peaked at $413K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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