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Paulson Wealth Management’s Chevron CVX Stock Holding History

Paulson 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 		$259K Sell
1,562
-300
-16% -$55.8K 0.05% 128
2026
Q1 		$385K Sell
1,862
-934
-33% -$170K 0.09% 88
2025
Q4 		$426K Sell
2,796
-326
-10% -$49.7K 0.1% 89
2025
Q3 		$485K Sell
3,122
-192
-6% -$29.7K 0.11% 86
2025
Q2 		$475K Buy
3,314
+155
+5% +$21.9K 0.12% 86
2025
Q1 		$528K Sell
3,159
-427
-12% -$66.8K 0.15% 68
2024
Q4 		$519K Sell
3,586
-1,248
-26% -$191K 0.14% 71
2024
Q3 		$712K Buy
4,834
+13
+0.3% +$1.94K 0.19% 59
2024
Q2 		$754K Sell
4,821
-78
-2% -$12.4K 0.22% 56
2024
Q1 		$773K Buy
4,899
+1,010
+26% +$152K 0.23% 51
2023
Q4 		$580K Sell
3,889
-838
-18% -$127K 0.19% 65
2023
Q3 		$797K Buy
4,727
+828
+21% +$134K 0.28% 48
2023
Q2 		$614K Buy
3,899
+596
+18% +$95.6K 0.21% 57
2023
Q1 		$539K Buy
3,303
+111
+3% +$18.6K 0.24% 39
2022
Q4 		$573K Buy
3,192
+4
+0.1% +$698 0.28% 35
2022
Q3 		$458K Sell
3,188
-43
-1% -$6.56K 0.25% 36
2022
Q2 		$468K Buy
3,231
+273
+9% +$45.1K 0.25% 42
2022
Q1 		$482K Buy
2,958
+118
+4% +$16.9K 0.22% 40
2021
Q4 		$333K Buy
+2,840
New +$323K 0.15% 61
2020
Q2 		– Sell
-3,061
Closed -$253K – 86
2020
Q1 		$253K Sell
3,061
-519
-14% -$51.3K 0.19% 72
2019
Q4 		$414K Buy
3,580
+298
+9% +$35.1K 0.29% 65
2019
Q3 		$389K Buy
3,282
+52
+2% +$6.32K 0.29% 62
2019
Q2 		$406K Buy
3,230
+65
+2% +$7.86K 0.3% 60
2019
Q1 		$390K Buy
3,165
+89
+3% +$10.5K 0.3% 73
2018
Q4 		$346K Buy
3,076
+718
+30% +$83.2K 0.29% 77
2018
Q3 		$267K Buy
2,358
+83
+4% +$10.1K 0.24% 97
2018
Q2 		$288K Sell
2,275
-100
-4% -$12.4K 0.28% 79
2018
Q1 		$271K Buy
2,375
+75
+3% +$8.97K 0.27% 88
2017
Q4 		$288K Buy
+2,300
New +$273K 0.25% 78

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Paulson Wealth Management's CVX Position: Q2 2026 in Review

Paulson Wealth Management reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $55.8K and leaving 1,562 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #128.

Paulson Wealth Management first reported a position in CVX in Q4 2017 and has held it in 29 quarters since. The position peaked at $797K in Q3 2023. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Paulson Wealth Management held 1,562 shares of Chevron worth $259K as of Q2 2026.
  • Paulson Wealth Management sold 300 Chevron shares in Q2 2026, an estimated $55.8K.
  • Chevron made up 0.05% of Paulson Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Paulson Wealth Management first reported a position in Chevron in Q4 2017 and has held it in 29 quarters since.
  • Paulson Wealth Management's Chevron position peaked at $797K in Q3 2023.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.