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Dynamic Wealth Strategies’s Chevron CVX Stock Holding History

Dynamic Wealth Strategies’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 		$292K Sell
1,760
-186
-10% -$34.6K 0.16% 65
2026
Q1 		$403K Sell
1,946
-271
-12% -$49.4K 0.23% 51
2025
Q4 		$338K Buy
2,217
+571
+35% +$87K 0.2% 58
2025
Q3 		$256K Buy
1,646
+136
+9% +$21.1K 0.17% 60
2025
Q2 		$216K Sell
1,510
-54
-3% -$7.61K 0.16% 62
2025
Q1 		$262K Sell
1,564
-44
-3% -$6.89K 0.22% 55
2024
Q4 		$233K Sell
1,608
-370
-19% -$56.6K 0.21% 55
2024
Q3 		$291K Sell
1,978
-6
-0.3% -$893 0.24% 45
2024
Q2 		$310K Sell
1,984
-63
-3% -$10K 0.27% 43
2024
Q1 		$323K Buy
2,047
+1,493
+269% +$225K 0.28% 42
2023
Q4 		$82.6K Buy
+554
New +$83.8K 0.08% 104

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dynamic Wealth Strategies's CVX Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Chevron (CVX) stake by 9.6% in Q2 2026, selling an estimated $34.6K and leaving 1,760 shares worth $292K. The position accounts for 0.16% of the portfolio, ranked #65.

Dynamic Wealth Strategies first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $403K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Dynamic Wealth Strategies held 1,760 shares of Chevron worth $292K as of Q2 2026.
  • Dynamic Wealth Strategies sold 186 Chevron shares in Q2 2026, an estimated $34.6K.
  • Chevron made up 0.16% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #65 holding.
  • Dynamic Wealth Strategies first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Chevron position peaked at $403K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.