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Dominguez Wealth Management Solutions’s Chevron CVX Stock Holding History

Dominguez Wealth Management 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
Q3 		$241K Buy
+1,179
New +$232K 0.13% 70
2026
Q2 		– Sell
-1,276
Closed -$264K – 76
2026
Q1 		$264K Buy
+1,276
New +$233K 0.16% 61

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Dominguez Wealth Management Solutions's CVX Position: Q3 2026 in Review

Dominguez Wealth Management Solutions opened a new position in Chevron (CVX) in Q3 2026: 1,179 shares worth $241K. The stake represents 0.13% of the portfolio and ranks #70 among its holdings. This is a return to the name: Dominguez Wealth Management Solutions previously reported a position in CVX as recently as Q1 2026.

Dominguez Wealth Management Solutions first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $264K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Dominguez Wealth Management Solutions held 1,179 shares of Chevron worth $241K as of Q3 2026.
  • Chevron was a new Dominguez Wealth Management Solutions position in Q3 2026.
  • Chevron made up 0.13% of Dominguez Wealth Management Solutions's portfolio in Q3 2026, its #70 holding.
  • Dominguez Wealth Management Solutions first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Dominguez Wealth Management Solutions's Chevron position peaked at $264K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.