Iams Wealth Management’s Chevron CVX Stock Holding History

Iams 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 Q2	$1.62M	Buy	9,799 +1,330	+16%	+$248K	0.49%	61
2026 Q1	$1.75M	Sell	8,469 -1,524	-15%	-$278K	0.61%	56
2025 Q4	$1.52M	Buy	9,993 +982	+11%	+$150K	0.55%	60
2025 Q3	$1.4M	Buy	9,011 +893	+11%	+$138K	0.56%	57
2025 Q2	$1.16M	Sell	8,118 -3,744	-32%	-$528K	0.53%	63
2025 Q1	$1.98M	Sell	11,862 -371	-3%	-$58.1K	0.91%	43
2024 Q4	$1.77M	Sell	12,233 -1,061	-8%	-$162K	0.81%	43
2024 Q3	$1.96M	Buy	13,294 +1,258	+10%	+$187K	0.96%	31
2024 Q2	$1.88M	Buy	12,036 +235	+2%	+$37.5K	1.03%	26
2024 Q1	$1.8M	Buy	11,801 +1,702	+17%	+$257K	1.1%	22
2023 Q4	$1.51M	Sell	10,099 -287	-3%	-$43.4K	0.97%	33
2023 Q3	$1.75M	Buy	+10,386	New	+$1.68M	1.21%	22
2023 Q2	–	Sell	-8,537	Closed	-$1.37M	–	144
2023 Q1	$1.39M	Buy	8,537 +3,484	+69%	+$584K	1.15%	20
2022 Q4	$907K	Buy	+5,053	New	+$882K	0.92%	32

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Iams Wealth Management's CVX Position: Q2 2026 in Review

Iams Wealth Management increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $248K and bringing the position to 9,799 shares worth $1.62M. The position accounts for 0.49% of the portfolio, ranked #61.

Iams Wealth Management first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.98M in Q1 2025. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Iams Wealth Management held 9,799 shares of Chevron worth $1.62M as of Q2 2026.
Iams Wealth Management bought 1,330 Chevron shares in Q2 2026, an estimated $248K.
Chevron made up 0.49% of Iams Wealth Management's portfolio in Q2 2026, its #61 holding.
Iams Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's Chevron position peaked at $1.98M in Q1 2025.
2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.