Peloton Wealth Strategists’s Chevron CVX Stock Holding History

Peloton Wealth Strategists’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	$277K	Buy	1,669 +5	+0.3%	+$931	0.1%	85
2026 Q1	$344K	Sell	1,664 -58	-3%	-$10.6K	0.14%	77
2025 Q4	$262K	Buy	1,722 +300	+21%	+$45.7K	0.1%	83
2025 Q3	$221K	Buy	1,422 +24	+2%	+$3.72K	0.09%	88
2025 Q2	$200K	Buy	1,398 +8	+0.6%	+$1.13K	0.08%	88
2025 Q1	$233K	Buy	+1,390	New	+$218K	0.1%	90
2017 Q3	–	Sell	-1,965	Closed	-$205K	–	67
2017 Q2	$205K	Hold	1,965	–	–	0.16%	69
2017 Q1	$211K	Hold	1,965	–	–	0.17%	67
2016 Q4	$231K	Hold	1,965	–	–	0.19%	73
2016 Q3	$202K	Buy	+1,965	New	+$201K	0.17%	73
2015 Q3	–	Sell	-2,981	Closed	-$288K	–	76
2015 Q2	$288K	Hold	2,981	–	–	0.23%	71
2015 Q1	$313K	Hold	2,981	–	–	0.24%	70
2014 Q4	$334K	Hold	2,981	–	–	0.25%	71
2014 Q3	$356K	Buy	2,981 +1,016	+52%	+$130K	0.28%	70
2014 Q2	$206K	Hold	1,965	–	–	0.18%	70
2014 Q1	$234K	Hold	1,965	–	–	0.19%	75
2013 Q4	$245K	Hold	1,965	–	–	0.2%	72
2013 Q3	$239K	Sell	1,965 -150	-7%	-$18.4K	0.2%	71
2013 Q2	$250K	Buy	+2,115	New	+$256K	0.22%	72

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Peloton Wealth Strategists's CVX Position: Q2 2026 in Review

Peloton Wealth Strategists increased its Chevron (CVX) stake by 0.3% in Q2 2026, buying an estimated $931 and bringing the position to 1,669 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #85.

Peloton Wealth Strategists first reported a position in CVX in Q2 2013 and has held it in 19 quarters since. The position peaked at $356K in Q3 2014. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Peloton Wealth Strategists held 1,669 shares of Chevron worth $277K as of Q2 2026.
Peloton Wealth Strategists bought 5 Chevron shares in Q2 2026, an estimated $931.
Chevron made up 0.1% of Peloton Wealth Strategists's portfolio in Q2 2026, its #85 holding.
Peloton Wealth Strategists first reported a position in Chevron in Q2 2013 and has held it in 19 quarters since.
Peloton Wealth Strategists's Chevron position peaked at $356K in Q3 2014.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.