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Destiny Wealth Partners’s Chevron CVX Stock Holding History

Destiny Wealth Partners’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
Q1 		$999K Buy
4,829
+843
+21% +$154K 0.11% 99
2025
Q4 		$668K Buy
3,986
+8
+0.2% +$1.22K 0.08% 111
2025
Q3 		$618K Buy
3,978
+95
+2% +$14.7K 0.08% 113
2025
Q2 		$556K Buy
3,883
+563
+17% +$79.4K 0.07% 115
2025
Q1 		$555K Buy
3,320
+262
+9% +$41K 0.09% 103
2024
Q4 		$443K Sell
3,058
-8
-0.3% -$1.23K 0.07% 115
2024
Q3 		$451K Buy
3,066
+43
+1% +$6.4K 0.08% 107
2024
Q2 		$473K Buy
3,023
+7
+0.2% +$1.12K 0.09% 103
2024
Q1 		$476K Sell
3,016
-161
-5% -$24.3K 0.09% 97
2023
Q4 		$479K Buy
3,177
+7
+0.2% +$1.06K 0.09% 96
2023
Q3 		$535K Buy
3,170
+648
+26% +$105K 0.11% 92
2023
Q2 		$400K Sell
2,522
-648
-20% -$104K 0.08% 112
2023
Q1 		$517K Buy
3,170
+718
+29% +$120K 0.11% 94
2022
Q4 		$440K Hold
2,452
– – 0.1% 106
2022
Q3 		$352K Hold
2,452
– – 0.08% 111
2022
Q2 		$355K Sell
2,452
-7
-0.3% -$1.16K 0.08% 101
2022
Q1 		$400K Buy
2,459
+42
+2% +$6.02K 0.08% 107
2021
Q4 		$284K Hold
2,417
– – 0.05% 147
2021
Q3 		$245K Sell
2,417
-1,045
-30% -$104K 0.05% 150
2021
Q2 		$363K Buy
3,462
+996
+40% +$105K 0.07% 144
2021
Q1 		$258K Buy
2,466
+49
+2% +$4.79K 0.05% 145
2020
Q4 		$204K Buy
+2,417
New +$196K 0.04% 201

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Destiny Wealth Partners's CVX Position: Q1 2026 in Review

Destiny Wealth Partners increased its Chevron (CVX) stake by 21% in Q1 2026, buying an estimated $154K and bringing the position to 4,829 shares worth $999K. The position accounts for 0.11% of the portfolio, ranked #99.

Destiny Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Destiny Wealth Partners held 4,829 shares of Chevron worth $999K as of Q1 2026.
  • Destiny Wealth Partners bought 843 Chevron shares in Q1 2026, an estimated $154K.
  • Chevron made up 0.11% of Destiny Wealth Partners's portfolio in Q1 2026, its #99 holding.
  • Destiny Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.