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Proactive Wealth Strategies’s Chevron CVX Stock Holding History

Proactive Wealth Strategies’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 		$895K Buy
5,398
+50
+0.9% +$9.31K 0.14% 112
2026
Q1 		$1.11M Buy
5,348
+2,649
+98% +$483K 0.21% 100
2025
Q4 		$411K Sell
2,699
-4
-0.1% -$609 0.16% 104
2025
Q3 		$420K Buy
2,703
+30
+1% +$4.65K 0.18% 96
2025
Q2 		$383K Buy
2,673
+171
+7% +$24.1K 0.18% 97
2025
Q1 		$419K Sell
2,502
-94
-4% -$14.7K 0.22% 90
2024
Q4 		$376K Buy
2,596
+26
+1% +$3.98K 0.2% 93
2024
Q3 		$378K Buy
+2,570
New +$383K 0.21% 88

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Proactive Wealth Strategies's CVX Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Chevron (CVX) stake by 0.93% in Q2 2026, buying an estimated $9.31K and bringing the position to 5,398 shares worth $895K. The position accounts for 0.14% of the portfolio, ranked #112.

Proactive Wealth Strategies first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2026. 4,139 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Proactive Wealth Strategies held 5,398 shares of Chevron worth $895K as of Q2 2026.
  • Proactive Wealth Strategies bought 50 Chevron shares in Q2 2026, an estimated $9.31K.
  • Chevron made up 0.14% of Proactive Wealth Strategies's portfolio in Q2 2026, its #112 holding.
  • Proactive Wealth Strategies first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Proactive Wealth Strategies's Chevron position peaked at $1.11M in Q1 2026.
  • 4,139 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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