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Pacific Wealth Strategies Group’s Chevron CVX Stock Holding History

Pacific Wealth Strategies Group’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 		$1.53M Buy
9,230
+772
+9% +$144K 0.88% 36
2026
Q1 		$1.75M Sell
8,458
-929
-10% -$169K 1.09% 22
2025
Q4 		$1.43M Sell
9,387
-950
-9% -$145K 0.81% 26
2025
Q3 		$1.61M Sell
10,337
-318
-3% -$49.2K 0.98% 22
2025
Q2 		$1.62M Buy
10,655
+158
+2% +$22.3K 1.06% 22
2025
Q1 		$1.76M Buy
10,497
+202
+2% +$31.6K 1.31% 18
2024
Q4 		$1.49M Buy
10,295
+49
+0.5% +$7.5K 1.04% 24
2024
Q3 		$1.51M Buy
10,246
+1,353
+15% +$201K 1.12% 26
2024
Q2 		$1.39M Buy
8,893
+102
+1% +$16.3K 1.15% 23
2024
Q1 		$1.39M Buy
8,791
+999
+13% +$151K 1.16% 24
2023
Q4 		$1.16M Buy
7,792
+475
+6% +$71.8K 1.11% 27
2023
Q3 		$1.23M Buy
7,317
+3,623
+98% +$585K 1.3% 23
2023
Q2 		$581K Buy
3,694
+1,004
+37% +$161K 0.59% 37
2023
Q1 		$439K Buy
+2,690
New +$451K 0.5% 38
2020
Q1 		– Sell
-22,589
Closed -$2.72M – 80
2019
Q4 		$2.72M Buy
22,589
+1,655
+8% +$195K 1.5% 25
2019
Q3 		$2.48M Buy
20,934
+2,047
+11% +$249K 1.53% 25
2019
Q2 		$2.35M Buy
18,887
+396
+2% +$47.9K 1.47% 26
2019
Q1 		$2.28M Buy
18,491
+541
+3% +$64K 1.47% 26
2018
Q4 		$1.95M Buy
17,950
+1,098
+7% +$127K 1.4% 29
2018
Q3 		$2.06M Buy
16,852
+1,817
+12% +$220K 1.32% 27
2018
Q2 		$1.9M Buy
15,035
+679
+5% +$84.3K 1.31% 28
2018
Q1 		$1.64M Buy
14,356
+402
+3% +$48.1K 1.17% 32
2017
Q4 		$1.75M Buy
13,954
+1,915
+16% +$227K 1.24% 28
2017
Q3 		$1.42M Buy
12,039
+1,126
+10% +$123K 1.12% 32
2017
Q2 		$1.14M Buy
10,913
+812
+8% +$86K 0.97% 37
2017
Q1 		$1.08M Buy
10,101
+1,916
+23% +$215K 0.94% 37
2016
Q4 		$963K Buy
+8,185
New +$891K 0.95% 37

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

Pacific Wealth Strategies Group's CVX Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Chevron (CVX) stake by 9.1% in Q2 2026, buying an estimated $144K and bringing the position to 9,230 shares worth $1.53M. The position accounts for 0.88% of the portfolio, ranked #36.

Pacific Wealth Strategies Group first reported a position in CVX in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.72M in Q4 2019. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pacific Wealth Strategies Group held 9,230 shares of Chevron worth $1.53M as of Q2 2026.
  • Pacific Wealth Strategies Group bought 772 Chevron shares in Q2 2026, an estimated $144K.
  • Chevron made up 0.88% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #36 holding.
  • Pacific Wealth Strategies Group first reported a position in Chevron in Q4 2016 and has held it in 27 quarters since.
  • Pacific Wealth Strategies Group's Chevron position peaked at $2.72M in Q4 2019.
  • 1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.