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Defined Wealth Management’s Chevron CVX Stock Holding History

Defined 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 		$772K Buy
4,660
+3
+0.1% +$558 0.4% 60
2026
Q1 		$964K Buy
4,657
+77
+2% +$14K 0.56% 50
2025
Q4 		$698K Sell
4,580
-6
-0.1% -$914 0.4% 58
2025
Q3 		$712K Buy
4,586
+137
+3% +$21.2K 0.41% 57
2025
Q2 		$637K Sell
4,449
-41
-0.9% -$5.78K 0.39% 57
2025
Q1 		$751K Sell
4,490
-3
-0.1% -$470 0.51% 52
2024
Q4 		$651K Buy
4,493
+26
+0.6% +$3.98K 0.43% 54
2024
Q3 		$658K Buy
4,467
+84
+2% +$12.5K 0.43% 56
2024
Q2 		$686K Buy
4,383
+46
+1% +$7.33K 0.48% 54
2024
Q1 		$684K Buy
4,337
+56
+1% +$8.45K 0.49% 55
2023
Q4 		$639K Sell
4,281
-12
-0.3% -$1.81K 0.49% 52
2023
Q3 		$724K Buy
4,293
+46
+1% +$7.43K 0.62% 46
2023
Q2 		$668K Buy
4,247
+10
+0.2% +$1.6K 0.56% 47
2023
Q1 		$691K Buy
4,237
+2
+0% +$335 0.65% 43
2022
Q4 		$760K Buy
4,235
+2
+0% +$349 0.71% 40
2022
Q3 		$608K Buy
4,233
+2
+0% +$305 0.66% 37
2022
Q2 		$612K Buy
4,231
+2
+0% +$331 0.63% 38
2022
Q1 		$689K Buy
4,229
+3
+0.1% +$430 0.61% 35
2021
Q4 		$496K Buy
4,226
+2
+0% +$227 0.41% 55
2021
Q3 		$428K Buy
4,224
+4
+0.1% +$399 0.38% 61
2021
Q2 		$442K Buy
4,220
+3
+0.1% +$317 0.39% 59
2021
Q1 		$442K Buy
4,217
+3
+0.1% +$293 0.42% 53
2020
Q4 		$356K Buy
+4,214
New +$341K 0.35% 62

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Defined Wealth Management increased its Chevron (CVX) stake by 0.06% in Q2 2026, buying an estimated $558 and bringing the position to 4,660 shares worth $772K. The position accounts for 0.4% of the portfolio, ranked #60.

Defined Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $964K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Defined Wealth Management held 4,660 shares of Chevron worth $772K as of Q2 2026.
  • Defined Wealth Management bought 3 Chevron shares in Q2 2026, an estimated $558.
  • Chevron made up 0.4% of Defined Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Defined Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Defined Wealth Management's Chevron position peaked at $964K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.