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Eagle Wealth Strategies’s Chevron CVX Stock Holding History

Eagle 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 		$1.72M Sell
10,405
-76
-0.7% -$14.1K 0.66% 20
2026
Q1 		$2.17M Buy
10,481
+68
+0.7% +$12.4K 0.95% 16
2025
Q4 		$1.59M Buy
10,413
+171
+2% +$26K 0.74% 17
2025
Q3 		$1.59M Buy
10,242
+135
+1% +$20.9K 0.79% 17
2025
Q2 		$1.45M Sell
10,107
-6
-0.1% -$846 0.81% 19
2025
Q1 		$1.69M Sell
10,113
-143
-1% -$22.4K 1.04% 17
2024
Q4 		$1.49M Sell
10,256
-192
-2% -$29.4K 1.08% 14
2024
Q3 		$1.54M Sell
10,448
-93
-0.9% -$13.8K 1.12% 14
2024
Q2 		$1.65M Buy
10,541
+23
+0.2% +$3.67K 1.33% 12
2024
Q1 		$1.67M Buy
10,518
+528
+5% +$79.7K 1.36% 11
2023
Q4 		$1.49M Buy
+9,990
New +$1.51M 0.9% 15

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Eagle Wealth Strategies reduced its Chevron (CVX) stake by 0.73% in Q2 2026, selling an estimated $14.1K and leaving 10,405 shares worth $1.72M. The position accounts for 0.66% of the portfolio, ranked #20.

Eagle Wealth Strategies first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Eagle Wealth Strategies held 10,405 shares of Chevron worth $1.72M as of Q2 2026.
  • Eagle Wealth Strategies sold 76 Chevron shares in Q2 2026, an estimated $14.1K.
  • Chevron made up 0.66% of Eagle Wealth Strategies's portfolio in Q2 2026, its #20 holding.
  • Eagle Wealth Strategies first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Eagle Wealth Strategies's Chevron position peaked at $2.17M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.