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Legacy Wealth Management (Idaho)’s Chevron CVX Stock Holding History

Legacy Wealth Management (Idaho)’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
-220
Closed -$45.5K – 362
2026
Q1 		$45.5K Buy
220
+99
+82% +$18.1K 0.02% 276
2025
Q4 		$18.4K Buy
121
+80
+195% +$12.2K 0.01% 341
2025
Q3 		$6.37K Hold
41
– – ﹤0.01% 404
2025
Q2 		$5.87K Hold
41
– – ﹤0.01% 378
2025
Q1 		$6.86K Hold
41
– – ﹤0.01% 387
2024
Q4 		$6.26K Sell
41
-142
-78% -$21.7K ﹤0.01% 352
2024
Q3 		$29K Buy
+183
New +$27.2K 0.02% 165

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s CVX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Chevron (CVX) in Q2 2026, closing a stake of 220 shares — an estimated $45.5K sold.

Legacy Wealth Management (Idaho) first reported a position in CVX in Q3 2024 and held it in 7 quarters. The position peaked at $45.5K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 220 Chevron shares in Q2 2026, an estimated $45.5K.
  • Legacy Wealth Management (Idaho) first reported a position in Chevron in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Chevron position peaked at $45.5K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.