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DMC Group’s Chevron CVX Stock Holding History

DMC Group’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 		$1.18M Sell
7,144
-799
-10% -$149K 0.81% 33
2026
Q1 		$1.64M Buy
7,943
+543
+7% +$99K 1.11% 19
2025
Q4 		$1.13M Buy
7,400
+801
+12% +$122K 0.75% 36
2025
Q3 		$1.02M Buy
6,599
+17
+0.3% +$2.63K 0.71% 41
2025
Q2 		$942K Buy
6,582
+53
+0.8% +$7.47K 0.73% 42
2025
Q1 		$1.09M Sell
6,529
-176
-3% -$27.6K 0.89% 37
2024
Q4 		$971K Sell
6,705
-411
-6% -$62.9K 0.79% 40
2024
Q3 		$1.05M Buy
7,116
+174
+3% +$25.9K 0.85% 38
2024
Q2 		$1.09M Sell
6,942
-258
-4% -$41.1K 0.93% 35
2024
Q1 		$1.14M Buy
7,200
+441
+7% +$66.5K 0.98% 33
2023
Q4 		$1.01M Sell
6,759
-20
-0.3% -$3.02K 0.95% 33
2023
Q3 		$1.14M Buy
6,779
+262
+4% +$42.3K 1.07% 28
2023
Q2 		$1.03M Sell
6,517
-171
-3% -$27.4K 1.03% 28
2023
Q1 		$1.14M Buy
6,688
+580
+9% +$97.2K 1.15% 20
2022
Q4 		$1.06M Sell
6,108
-1,281
-17% -$224K 1.2% 20
2022
Q3 		$1.12M Sell
7,389
-551
-7% -$84K 1.35% 13
2022
Q2 		$1.16M Sell
7,940
-62
-0.8% -$10.2K 1.37% 14
2022
Q1 		$1.29M Sell
8,002
-2,444
-23% -$350K 1.44% 12
2021
Q4 		$1.41M Buy
+10,446
New +$1.19M 1.22% 14

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

DMC Group's CVX Position: Q2 2026 in Review

DMC Group reduced its Chevron (CVX) stake by 10% in Q2 2026, selling an estimated $149K and leaving 7,144 shares worth $1.18M. The position accounts for 0.81% of the portfolio, ranked #33.

DMC Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • DMC Group held 7,144 shares of Chevron worth $1.18M as of Q2 2026.
  • DMC Group sold 799 Chevron shares in Q2 2026, an estimated $149K.
  • Chevron made up 0.81% of DMC Group's portfolio in Q2 2026, its #33 holding.
  • DMC Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • DMC Group's Chevron position peaked at $1.64M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.