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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
2023
Q3 		– Sell
-19,018
Closed -$2.97M – 132
2023
Q2 		$2.97M Buy
+19,018
New +$3.05M 1.08% 30

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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. 1,650 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.
  • 1,650 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.