Rochester Wealth Strategies’s Chevron CVX Stock Holding History

Rochester 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	$1.34M	Buy	8,065 +34	+0.4%	+$6.33K	0.74%	17
2026 Q1	$1.66M	Buy	8,031 +160	+2%	+$29.2K	1.01%	15
2025 Q4	$1.2M	Buy	7,871 +6,412	+439%	+$977K	0.75%	15
2025 Q3	$227K	Hold	1,459	–	–	0.15%	22
2025 Q2	$209K	Hold	1,459	–	–	0.15%	22
2025 Q1	$244K	Buy	+1,459	New	+$228K	0.19%	21

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Rochester Wealth Strategies increased its Chevron (CVX) stake by 0.42% in Q2 2026, buying an estimated $6.33K and bringing the position to 8,065 shares worth $1.34M. The position accounts for 0.74% of the portfolio, ranked #17.

Rochester Wealth Strategies first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2026. 1,236 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Rochester Wealth Strategies held 8,065 shares of Chevron worth $1.34M as of Q2 2026.
Rochester Wealth Strategies bought 34 Chevron shares in Q2 2026, an estimated $6.33K.
Chevron made up 0.74% of Rochester Wealth Strategies's portfolio in Q2 2026, its #17 holding.
Rochester Wealth Strategies first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
Rochester Wealth Strategies's Chevron position peaked at $1.66M in Q1 2026.
1,236 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.