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Discipline Wealth Solutions’s Chevron CVX Stock Holding History

Discipline Wealth Solutions’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 		$222K Buy
1,341
+24
+2% +$4.47K 0.02% 188
2026
Q1 		$272K Sell
1,317
-27
-2% -$4.92K 0.03% 163
2025
Q4 		$205K Buy
+1,344
New +$205K 0.04% 165

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Discipline Wealth Solutions's CVX Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Chevron (CVX) stake by 1.8% in Q2 2026, buying an estimated $4.47K and bringing the position to 1,341 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #188.

Discipline Wealth Solutions first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $272K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Discipline Wealth Solutions held 1,341 shares of Chevron worth $222K as of Q2 2026.
  • Discipline Wealth Solutions bought 24 Chevron shares in Q2 2026, an estimated $4.47K.
  • Chevron made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #188 holding.
  • Discipline Wealth Solutions first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's Chevron position peaked at $272K in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.