GenWealth Group’s Chevron CVX Stock Holding History

GenWealth Group’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	–	Sell	-1,186	Closed	-$245K	–	91
2026 Q1	$245K	Buy	+1,186	New	+$216K	0.04%	74
2023 Q1	–	Sell	-1,185	Closed	-$213K	–	70
2022 Q4	$213K	Buy	+1,185	New	+$207K	0.07%	69

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GenWealth Group's CVX Position: Q2 2026 in Review

GenWealth Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,186 shares — an estimated $245K sold.

GenWealth Group first reported a position in CVX in Q4 2022 and held it in 2 quarters. The position peaked at $245K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

GenWealth Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
GenWealth Group sold 1,186 Chevron shares in Q2 2026, an estimated $245K.
GenWealth Group first reported a position in Chevron in Q4 2022 and held it in 2 quarters.
GenWealth Group's Chevron position peaked at $245K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.