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Diversify Wealth Management’s Chevron CVX Stock Holding History

Diversify Wealth Management’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 		$16.7M Buy
88,098
+4,668
+6% +$869K 0.28% 71
2026
Q1 		$16M Buy
83,430
+41,559
+99% +$7.58M 0.29% 67
2025
Q4 		$6.86M Buy
41,871
+191
+0.5% +$29.1K 0.32% 80
2025
Q3 		$6.42M Buy
41,680
+1,583
+4% +$245K 0.37% 66
2025
Q2 		$6.19M Buy
40,097
+4,367
+12% +$616K 0.38% 64
2025
Q1 		$4.98M Buy
35,730
+5,247
+17% +$821K 0.37% 68
2024
Q4 		$4.67M Buy
30,483
+10,319
+51% +$1.58M 0.36% 69
2024
Q3 		$3.03M Buy
20,164
+2,241
+13% +$334K 0.29% 87
2024
Q2 		$2.59M Buy
+17,923
New +$2.86M 0.32% 75

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Diversify Wealth Management's CVX Position: Q2 2026 in Review

Diversify Wealth Management increased its Chevron (CVX) stake by 5.6% in Q2 2026, buying an estimated $869K and bringing the position to 88,098 shares worth $16.7M. The position accounts for 0.28% of the portfolio, ranked #71.

Diversify Wealth Management first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Diversify Wealth Management held 88,098 shares of Chevron worth $16.7M as of Q2 2026.
  • Diversify Wealth Management bought 4,668 Chevron shares in Q2 2026, an estimated $869K.
  • Chevron made up 0.28% of Diversify Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Diversify Wealth Management first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.