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

Legacy Wealth Management (Mississippi)’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 		$903K Sell
5,447
-842
-13% -$157K 0.23% 54
2026
Q1 		$1.3M Buy
6,289
+1,309
+26% +$239K 0.37% 45
2025
Q4 		$759K Buy
4,980
+934
+23% +$142K 0.2% 52
2025
Q3 		$628K Sell
4,046
-196
-5% -$30.4K 0.19% 56
2025
Q2 		$607K Sell
4,242
-502
-11% -$70.8K 0.18% 57
2025
Q1 		$794K Sell
4,744
-678
-13% -$106K 0.26% 54
2024
Q4 		$785K Sell
5,422
-467
-8% -$71.5K 0.31% 50
2024
Q3 		$867K Hold
5,889
– – 0.32% 52
2024
Q2 		$921K Hold
5,889
– – 0.39% 45
2024
Q1 		$929K Sell
5,889
-25
-0.4% -$3.77K 0.42% 44
2023
Q4 		$882K Hold
5,914
– – 0.43% 46
2023
Q3 		$997K Sell
5,914
-61
-1% -$9.85K 0.52% 46
2023
Q2 		$940K Sell
5,975
-20
-0.3% -$3.21K 0.47% 47
2023
Q1 		$978K Hold
5,995
– – 0.54% 45
2022
Q4 		$1.08M Hold
5,995
– – 0.64% 42
2022
Q3 		$861K Buy
5,995
+5
+0.1% +$763 0.58% 47
2022
Q2 		$867K Sell
5,990
-125
-2% -$20.7K 0.53% 55
2022
Q1 		$996K Buy
6,115
+19
+0.3% +$2.73K 0.52% 56
2021
Q4 		$715K Buy
6,096
+31
+0.5% +$3.52K 0.37% 62
2021
Q3 		$615K Buy
6,065
+50
+0.8% +$4.99K 0.33% 68
2021
Q2 		$630K Hold
6,015
– – 0.35% 63
2021
Q1 		$630K Buy
6,015
+335
+6% +$32.7K 0.38% 61
2020
Q4 		$480K Sell
5,680
-8,555
-60% -$693K 0.3% 66
2020
Q3 		$1.02M Sell
14,235
-8,745
-38% -$735K 0.71% 45
2020
Q2 		$2.05M Buy
22,980
+232
+1% +$20.8K 1.57% 12
2020
Q1 		$1.65M Buy
22,748
+17,175
+308% +$1.7M 1.54% 14
2019
Q4 		$672K Buy
+5,573
New +$656K 0.58% 51

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $157K and leaving 5,447 shares worth $903K. The position accounts for 0.23% of the portfolio, ranked #54.

Legacy Wealth Management (Mississippi) first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.05M in Q2 2020. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 5,447 shares of Chevron worth $903K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 842 Chevron shares in Q2 2026, an estimated $157K.
  • Chevron made up 0.23% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #54 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Chevron position peaked at $2.05M in Q2 2020.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.