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IMG Wealth Management’s Chevron CVX Stock Holding History

IMG 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 		$61.2K Buy
369
+37
+11% +$6.89K 0.03% 175
2026
Q1 		$68.7K Sell
332
-29
-8% -$5.29K 0.04% 152
2025
Q4 		$55K Buy
361
+96
+36% +$14.6K 0.03% 159
2025
Q3 		$41.2K Hold
265
– – 0.03% 158
2025
Q2 		$37.9K Buy
265
+91
+52% +$12.8K 0.03% 161
2025
Q1 		$29.1K Hold
174
– – 0.03% 173
2024
Q4 		$25.2K Buy
+174
New +$26.6K 0.02% 166

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

IMG Wealth Management increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $6.89K and bringing the position to 369 shares worth $61.2K. The position accounts for 0.03% of the portfolio, ranked #175.

IMG Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.7K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • IMG Wealth Management held 369 shares of Chevron worth $61.2K as of Q2 2026.
  • IMG Wealth Management bought 37 Chevron shares in Q2 2026, an estimated $6.89K.
  • Chevron made up 0.03% of IMG Wealth Management's portfolio in Q2 2026, its #175 holding.
  • IMG Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Chevron position peaked at $68.7K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.