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Dynasty Wealth Management’s Chevron CVX Stock Holding History

Dynasty 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
Q1 		– Sell
-2,215
Closed -$338K – 347
2025
Q4 		$338K Buy
2,215
+357
+19% +$54.4K ﹤0.01% 277
2025
Q3 		$289K Buy
+1,858
New +$288K ﹤0.01% 265
2018
Q4 		– Sell
-12,594
Closed -$1.54M – 23
2018
Q3 		$1.54M Buy
12,594
+2,999
+31% +$364K 1.98% 12
2018
Q2 		$1.21M Buy
9,595
+10
+0.1% +$1.24K 2.51% 10
2018
Q1 		$1.09M Sell
9,585
-1,093
-10% -$131K 0.46% 11
2017
Q4 		$1.34M Buy
+10,678
New +$1.27M 2.31% 9

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dynasty Wealth Management's CVX Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Chevron (CVX) in Q1 2026, closing a stake of 2,215 shares — an estimated $338K sold.

Dynasty Wealth Management first reported a position in CVX in Q4 2017 and held it in 6 quarters. The position peaked at $1.54M in Q3 2018. 4,291 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,215 Chevron shares in Q1 2026, an estimated $338K.
  • Dynasty Wealth Management first reported a position in Chevron in Q4 2017 and held it in 6 quarters.
  • Dynasty Wealth Management's Chevron position peaked at $1.54M in Q3 2018.
  • 4,291 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.