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Drucker Wealth 3.0’s Chevron CVX Stock Holding History

Drucker Wealth 3.0’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 		$3.28M Buy
19,809
+46
+0.2% +$8.56K 0.52% 44
2026
Q1 		$4.09M Buy
19,763
+434
+2% +$79.1K 0.71% 35
2025
Q4 		$2.95M Sell
19,329
-680
-3% -$104K 0.52% 45
2025
Q3 		$3.11M Buy
20,009
+9,791
+96% +$1.52M 0.55% 43
2025
Q2 		$1.56M Buy
10,218
+7,745
+313% +$1.09M 0.3% 74
2025
Q1 		$414K Buy
+2,473
New +$387K 0.09% 126
2024
Q3 		– Sell
-1,383
Closed -$216K – 152
2024
Q2 		$216K Buy
+1,383
New +$221K 0.06% 145

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Drucker Wealth 3.0's CVX Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Chevron (CVX) stake by 0.23% in Q2 2026, buying an estimated $8.56K and bringing the position to 19,809 shares worth $3.28M. The position accounts for 0.52% of the portfolio, ranked #44.

Drucker Wealth 3.0 first reported a position in CVX in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.09M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Drucker Wealth 3.0 held 19,809 shares of Chevron worth $3.28M as of Q2 2026.
  • Drucker Wealth 3.0 bought 46 Chevron shares in Q2 2026, an estimated $8.56K.
  • Chevron made up 0.52% of Drucker Wealth 3.0's portfolio in Q2 2026, its #44 holding.
  • Drucker Wealth 3.0 first reported a position in Chevron in Q2 2024 and has held it in 7 quarters since.
  • Drucker Wealth 3.0's Chevron position peaked at $4.09M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.