Ducere Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$534K Buy
3,222
+849
+36% +$158K 0.16% 82
2026
Q1
$491K Buy
2,373
+47
+2% +$8.57K 0.2% 77
2025
Q4
$355K Buy
+2,326
New +$354K 0.14% 92

Other funds holding CVX

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

Ducere Wealth Management increased its Chevron (CVX) stake by 36% in Q2 2026, buying an estimated $158K and bringing the position to 3,222 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #82.

Ducere Wealth Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ducere Wealth Management held 3,222 shares of Chevron worth $534K as of Q2 2026.
  • Ducere Wealth Management bought 849 Chevron shares in Q2 2026, an estimated $158K.
  • Chevron made up 0.16% of Ducere Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Ducere Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.