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Schwarz Dygos Wheeler Investment Advisors’s Chevron CVX Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$1.13M Sell
6,811
-3
-0% -$558 0.22% 73
2026
Q1 		$1.41M Buy
6,814
+18
+0.3% +$3.28K 0.29% 58
2025
Q4 		$1.04M Buy
6,796
+232
+4% +$35.3K 0.21% 69
2025
Q3 		$1.02M Sell
6,564
-19
-0.3% -$2.94K 0.22% 74
2025
Q2 		$943K Buy
6,583
+194
+3% +$27.3K 0.21% 73
2025
Q1 		$1.07M Buy
6,389
+776
+14% +$121K 0.25% 64
2024
Q4 		$813K Buy
5,613
+1,250
+29% +$191K 0.2% 78
2024
Q3 		$643K Buy
4,363
+622
+17% +$92.6K 0.16% 93
2024
Q2 		$585K Buy
3,741
+35
+0.9% +$5.58K 0.16% 91
2024
Q1 		$585K Buy
3,706
+2,348
+173% +$354K 0.16% 92
2023
Q4 		$203K Buy
+1,358
New +$205K 0.06% 142

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's CVX Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Chevron (CVX) stake by 0.04% in Q2 2026, selling an estimated $558 and leaving 6,811 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #73.

Schwarz Dygos Wheeler Investment Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 6,811 shares of Chevron worth $1.13M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 3 Chevron shares in Q2 2026, an estimated $558.
  • Chevron made up 0.22% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Chevron position peaked at $1.41M in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.