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DWR Wealth Management’s Chevron CVX Stock Holding History

DWR 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 		$689K Buy
4,091
+198
+5% +$36.9K 0.52% 26
2026
Q1 		$820K Buy
3,893
+17
+0.4% +$3.1K 0.71% 22
2025
Q4 		$590K Buy
+3,876
New +$590K 0.55% 26

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

DWR Wealth Management increased its Chevron (CVX) stake by 5.1% in Q2 2026, buying an estimated $36.9K and bringing the position to 4,091 shares worth $689K. The position accounts for 0.52% of the portfolio, ranked #26.

DWR Wealth Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $820K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • DWR Wealth Management held 4,091 shares of Chevron worth $689K as of Q2 2026.
  • DWR Wealth Management bought 198 Chevron shares in Q2 2026, an estimated $36.9K.
  • Chevron made up 0.52% of DWR Wealth Management's portfolio in Q2 2026, its #26 holding.
  • DWR Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's Chevron position peaked at $820K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.