Dogwood Wealth Management’s Chevron CVX Stock Holding History

Dogwood 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	$115K	Sell	694 -54	-7%	-$10.1K	0.05%	99
2026 Q1	$155K	Sell	748 -3,127	-81%	-$570K	0.07%	100
2025 Q4	$591K	Sell	3,875 -1,555	-29%	-$237K	0.26%	55
2025 Q3	$843K	Sell	5,430 -73	-1%	-$11.3K	0.38%	49
2025 Q2	$843K	Buy	5,503 +847	+18%	+$119K	0.41%	47
2025 Q1	$779K	Buy	4,656 +4,095	+730%	+$641K	0.41%	46
2024 Q4	$81.3K	Buy	561 +5	+0.9%	+$765	0.04%	105
2024 Q3	$81.9K	Buy	556 +6	+1%	+$893	0.05%	105
2024 Q2	$86K	Buy	550 +6	+1%	+$957	0.05%	103
2024 Q1	$85.8K	Buy	544 +6	+1%	+$905	0.06%	115
2023 Q4	$80.3K	Buy	+538	New	+$81.4K	0.06%	106

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Chevron (CVX) stake by 7.2% in Q2 2026, selling an estimated $10.1K and leaving 694 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #99.

Dogwood Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $843K in Q2 2025. 2,333 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Dogwood Wealth Management held 694 shares of Chevron worth $115K as of Q2 2026.
Dogwood Wealth Management sold 54 Chevron shares in Q2 2026, an estimated $10.1K.
Chevron made up 0.05% of Dogwood Wealth Management's portfolio in Q2 2026, its #99 holding.
Dogwood Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Chevron position peaked at $843K in Q2 2025.
2,333 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.