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Fourth Dimension Wealth’s Chevron CVX Stock Holding History

Fourth Dimension Wealth’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 		$41.9K Sell
253
-170
-40% -$31.6K 0.01% 297
2026
Q1 		$87.5K Hold
423
– – 0.03% 185
2025
Q4 		$64.5K Hold
423
– – 0.02% 213
2025
Q3 		$65.7K Buy
423
+153
+57% +$23.7K 0.03% 205
2025
Q2 		$38.7K Sell
270
-225
-45% -$31.7K 0.02% 258
2025
Q1 		$82.8K Buy
495
+218
+79% +$34.1K 0.04% 183
2024
Q4 		$40.1K Buy
+277
New +$42.4K 0.02% 247

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fourth Dimension Wealth's CVX Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Chevron (CVX) stake by 40% in Q2 2026, selling an estimated $31.6K and leaving 253 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #297.

Fourth Dimension Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $87.5K in Q1 2026. 2,341 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fourth Dimension Wealth held 253 shares of Chevron worth $41.9K as of Q2 2026.
  • Fourth Dimension Wealth sold 170 Chevron shares in Q2 2026, an estimated $31.6K.
  • Chevron made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #297 holding.
  • Fourth Dimension Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Chevron position peaked at $87.5K in Q1 2026.
  • 2,341 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.