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MinichMacGregor Wealth Management’s Chevron CVX Stock Holding History

MinichMacGregor 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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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. 2,014 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.
  • 2,014 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.