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Denver Wealth Management’s Chevron CVX Stock Holding History

Denver 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 		$274K Sell
1,650
-165
-9% -$30.7K 0.08% 90
2026
Q1 		$375K Buy
1,815
+67
+4% +$12.2K 0.13% 73
2025
Q4 		$266K Sell
1,748
-123
-7% -$18.7K 0.09% 78
2025
Q3 		$291K Sell
1,871
-174
-9% -$26.9K 0.11% 77
2025
Q2 		$293K Sell
2,045
-81
-4% -$11.4K 0.12% 72
2025
Q1 		$356K Buy
2,126
+14
+0.7% +$2.19K 0.16% 62
2024
Q4 		$306K Sell
2,112
-63
-3% -$9.64K 0.14% 68
2024
Q3 		$320K Sell
2,175
-240
-10% -$35.7K 0.15% 69
2024
Q2 		$378K Sell
2,415
-149
-6% -$23.8K 0.19% 55
2024
Q1 		$404K Sell
2,564
-189
-7% -$28.5K 0.21% 54
2023
Q4 		$411K Buy
2,753
+22
+0.8% +$3.33K 0.23% 48
2023
Q3 		$460K Buy
2,731
+50
+2% +$8.08K 0.3% 43
2023
Q2 		$422K Sell
2,681
-29
-1% -$4.65K 0.29% 47
2023
Q1 		$442K Buy
2,710
+115
+4% +$19.3K 0.31% 51
2022
Q4 		$466K Buy
2,595
+50
+2% +$8.72K 0.35% 45
2022
Q3 		$366K Buy
2,545
+324
+15% +$49.4K 0.35% 38
2022
Q2 		$322K Buy
+2,221
New +$367K 0.34% 36
2021
Q4 		$240K Buy
+2,042
New +$232K 0.23% 38
2021
Q1 		$310K Buy
+1,906
New +$186K 0.33% 36

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Denver Wealth Management reduced its Chevron (CVX) stake by 9.1% in Q2 2026, selling an estimated $30.7K and leaving 1,650 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #90.

Denver Wealth Management first reported a position in CVX in Q1 2021 and has held it in 19 quarters since. The position peaked at $466K in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Denver Wealth Management held 1,650 shares of Chevron worth $274K as of Q2 2026.
  • Denver Wealth Management sold 165 Chevron shares in Q2 2026, an estimated $30.7K.
  • Chevron made up 0.08% of Denver Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Denver Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 19 quarters since.
  • Denver Wealth Management's Chevron position peaked at $466K in Q4 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.