Dopkins Wealth Management’s Chevron CVX Stock Holding History

Dopkins 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	–	Sell	-1,716	Closed	-$355K	–	92
2026 Q1	$355K	Buy	+1,716	New	+$313K	0.14%	65
2025 Q2	–	Sell	-1,613	Closed	-$270K	–	85
2025 Q1	$270K	Sell	1,613 -3,500	-68%	-$548K	0.14%	66
2024 Q4	$741K	Buy	5,113 +1,913	+60%	+$293K	0.38%	45
2024 Q3	$471K	Sell	3,200 -395	-11%	-$58.8K	0.38%	29
2024 Q2	$562K	Buy	3,595 +95	+3%	+$15.1K	0.34%	40
2024 Q1	$552K	Buy	+3,500	New	+$528K	0.33%	40
2023 Q4	–	Sell	-3,500	Closed	-$590K	–	48
2023 Q3	$590K	Buy	+3,500	New	+$565K	0.45%	29

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

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

Dopkins Wealth Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,716 shares — an estimated $355K sold.

Dopkins Wealth Management first reported a position in CVX in Q3 2023 and held it in 7 quarters. The position peaked at $741K in Q4 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Dopkins Wealth Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Dopkins Wealth Management sold 1,716 Chevron shares in Q2 2026, an estimated $355K.
Dopkins Wealth Management first reported a position in Chevron in Q3 2023 and held it in 7 quarters.
Dopkins Wealth Management's Chevron position peaked at $741K in Q4 2024.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.