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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
Q2 		– Sell
-4,829
Closed -$999K – 363
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

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

Destiny Wealth Partners's CVX Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 4,829 shares — an estimated $999K sold.

Destiny Wealth Partners first reported a position in CVX in Q4 2020 and held it in 22 quarters. The position peaked at $999K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 4,829 Chevron shares in Q2 2026, an estimated $999K.
  • Destiny Wealth Partners first reported a position in Chevron in Q4 2020 and held it in 22 quarters.
  • Destiny Wealth Partners's Chevron position peaked at $999K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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