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DiNuzzo Private Wealth’s Chevron CVX Stock Holding History

DiNuzzo Private Wealth’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 		$85.2K Hold
514
– – 0.01% 119
2026
Q1 		$106K Sell
514
-10
-2% -$1.82K 0.01% 101
2025
Q4 		$79.9K Sell
524
-183
-26% -$27.9K 0.01% 116
2025
Q3 		$114K Buy
707
+16
+2% +$2.48K 0.01% 93
2025
Q2 		$98.9K Buy
691
+162
+31% +$22.8K 0.01% 103
2025
Q1 		$88.5K Buy
529
+6
+1% +$939 0.01% 107
2024
Q4 		$75.8K Sell
523
-45
-8% -$6.89K 0.01% 115
2024
Q3 		$83.7K Buy
568
+3
+0.5% +$447 0.01% 114
2024
Q2 		$88.4K Buy
565
+22
+4% +$3.51K 0.01% 78
2024
Q1 		$85.7K Sell
543
-1
-0.2% -$151 0.01% 73
2023
Q4 		$81.1K Buy
+544
New +$82.3K 0.01% 72

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

DiNuzzo Private Wealth's CVX Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Chevron (CVX) position steady in Q2 2026 at 514 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #119.

DiNuzzo Private Wealth first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $114K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • DiNuzzo Private Wealth held 514 shares of Chevron worth $85.2K as of Q2 2026.
  • DiNuzzo Private Wealth left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #119 holding.
  • DiNuzzo Private Wealth first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Chevron position peaked at $114K in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.