Diversified Portfolios Inc’s Chevron CVX Stock Holding History

Diversified Portfolios Inc’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	$217K	Buy	1,306 +183	+16%	+$34.1K	0.02%	194
2026 Q1	$232K	Buy	+1,123	New	+$205K	0.02%	164
2025 Q4	–	Sell	-1,393	Closed	-$216K	–	183
2025 Q3	$216K	Buy	+1,393	New	+$216K	0.02%	159
2022 Q2	–	Sell	-1,353	Closed	-$220K	–	131
2022 Q1	$220K	Buy	+1,353	New	+$194K	0.05%	129
2018 Q3	–	Sell	-1,932	Closed	-$244K	–	50
2018 Q2	$244K	Sell	1,932 -356	-16%	-$44.2K	0.14%	42
2018 Q1	$261K	Sell	2,288 -48	-2%	-$5.74K	0.15%	42
2017 Q4	$292K	Buy	+2,336	New	+$277K	0.16%	41
2015 Q1	–	Sell	-3,272	Closed	-$367K	–	62
2014 Q4	$367K	Buy	+3,272	New	+$372K	0.22%	49

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Diversified Portfolios Inc's CVX Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $34.1K and bringing the position to 1,306 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #194.

Diversified Portfolios Inc first reported a position in CVX in Q4 2014 and has held it in 8 quarters since. The position peaked at $367K in Q4 2014. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Diversified Portfolios Inc held 1,306 shares of Chevron worth $217K as of Q2 2026.
Diversified Portfolios Inc bought 183 Chevron shares in Q2 2026, an estimated $34.1K.
Chevron made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #194 holding.
Diversified Portfolios Inc first reported a position in Chevron in Q4 2014 and has held it in 8 quarters since.
Diversified Portfolios Inc's Chevron position peaked at $367K in Q4 2014.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.