MinichMacGregor Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $398K | Sell |
2,398
-24
| -1% | -$4.47K | 0.06% | 90 |
|
|
2026
Q1 | $501K | Sell |
2,422
-129
| -5% | -$23.5K | 0.09% | 73 |
|
|
2025
Q4 | $389K | Buy |
2,551
+1
| +0% | +$152 | 0.07% | 81 |
|
|
2025
Q3 | $396K | Sell |
2,550
-993
| -28% | -$154K | 0.08% | 93 |
|
|
2025
Q2 | $507K | Buy |
3,543
+559
| +19% | +$78.8K | 0.11% | 69 |
|
|
2025
Q1 | $499K | Sell |
2,984
-16
| -0.5% | -$2.5K | 0.11% | 70 |
|
|
2024
Q4 | $435K | Sell |
3,000
-102
| -3% | -$15.6K | 0.09% | 74 |
|
|
2024
Q3 | $457K | Sell |
3,102
-115
| -4% | -$17.1K | 0.1% | 69 |
|
|
2024
Q2 | $503K | Hold |
3,217
| – | – | 0.12% | 63 |
|
|
2024
Q1 | $512K | Buy |
3,217
+65
| +2% | +$9.81K | 0.13% | 65 |
|
|
2023
Q4 | $470K | Buy |
3,152
+18
| +0.6% | +$2.72K | 0.14% | 57 |
|
|
2023
Q3 | $528K | Sell |
3,134
-21
| -0.7% | -$3.39K | 0.18% | 58 |
|
|
2023
Q2 | $496K | Sell |
3,155
-68
| -2% | -$10.9K | 0.16% | 59 |
|
|
2023
Q1 | $526K | Sell |
3,223
-47
| -1% | -$7.88K | 0.17% | 57 |
|
|
2022
Q4 | $587K | Buy |
3,270
+35
| +1% | +$6.11K | 0.21% | 48 |
|
|
2022
Q3 | $464K | Buy |
3,235
+1,221
| +61% | +$186K | 0.19% | 54 |
|
|
2022
Q2 | $291K | Buy |
+2,014
| New | +$333K | 0.12% | 60 |
|
|
2019
Q1 | – | Sell |
-11,654
| Closed | -$1.37M | – | 66 |
|
|
2018
Q4 | $1.37M | Buy |
11,654
+10,897
| +1,439% | +$1.26M | 0.94% | 41 |
|
|
2018
Q3 | $94K | Sell |
757
-707
| -48% | -$85.8K | 0.06% | 87 |
|
|
2018
Q2 | $181K | Buy |
1,464
+31
| +2% | +$3.85K | 0.13% | 46 |
|
|
2018
Q1 | $163K | Sell |
1,433
-134
| -9% | -$16K | 0.13% | 47 |
|
|
2017
Q4 | $196K | Buy |
1,567
+1
| +0.1% | +$119 | 0.15% | 38 |
|
|
2017
Q3 | $184K | Sell |
1,566
-47
| -3% | -$5.13K | 0.15% | 38 |
|
|
2017
Q2 | $168K | Sell |
1,613
-149
| -8% | -$15.8K | 0.15% | 44 |
|
|
2017
Q1 | $189K | Sell |
1,762
-42
| -2% | -$4.71K | 0.17% | 38 |
|
|
2016
Q4 | $212K | Buy |
1,804
+1,029
| +133% | +$112K | 0.2% | 34 |
|
|
2016
Q3 | $79K | Hold |
775
| – | – | 0.07% | 82 |
|
|
2016
Q2 | $81K | Sell |
775
-8
| -1% | -$805 | 0.08% | 78 |
|
|
2016
Q1 | $74K | Sell |
783
-29
| -4% | -$2.54K | 0.07% | 81 |
|
|
2015
Q4 | $83K | Buy |
+812
| New | +$73.2K | 0.08% | 71 |
|
Other funds holding CVX
MinichMacGregor Wealth Management's CVX Position: Q2 2026 in Review
MinichMacGregor Wealth Management reduced its Chevron (CVX) stake by 0.99% in Q2 2026, selling an estimated $4.47K and leaving 2,398 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #90.
MinichMacGregor Wealth Management first reported a position in CVX in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.37M in Q4 2018. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- MinichMacGregor Wealth Management held 2,398 shares of Chevron worth $398K as of Q2 2026.
- MinichMacGregor Wealth Management sold 24 Chevron shares in Q2 2026, an estimated $4.47K.
- Chevron made up 0.06% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #90 holding.
- MinichMacGregor Wealth Management first reported a position in Chevron in Q4 2015 and has held it in 30 quarters since.
- MinichMacGregor Wealth Management's Chevron position peaked at $1.37M in Q4 2018.
- 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.