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Simplicity Wealth’s Chevron CVX Stock Holding History

Simplicity Wealth’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 		$13.6M Buy
82,222
+53,047
+182% +$9.87M 0.46% 49
2026
Q1 		$6.04M Buy
29,175
+3,877
+15% +$707K 0.34% 63
2025
Q4 		$3.86M Buy
25,298
+1,182
+5% +$180K 0.23% 101
2025
Q3 		$3.74M Sell
24,116
-11,831
-33% -$1.83M 0.22% 107
2025
Q2 		$5.15M Buy
35,947
+18,785
+109% +$2.65M 0.21% 110
2025
Q1 		$2.87M Buy
17,162
+11,032
+180% +$1.73M 0.22% 111
2024
Q4 		$888K Sell
6,130
-6,084
-50% -$931K 0.19% 102
2024
Q3 		$1.8M Sell
12,214
-63,979
-84% -$9.52M 0.17% 121
2024
Q2 		$11.9M Buy
76,193
+6,019
+9% +$960K 0.27% 78
2024
Q1 		$11.1M Buy
70,174
+68,534
+4,179% +$10.3M 0.26% 78
2023
Q4 		$245K Buy
+1,640
New +$248K 0.09% 155

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

Simplicity Wealth's CVX Position: Q2 2026 in Review

Simplicity Wealth increased its Chevron (CVX) stake by 182% in Q2 2026, buying an estimated $9.87M and bringing the position to 82,222 shares worth $13.6M. The position accounts for 0.46% of the portfolio, ranked #49.

Simplicity Wealth first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Simplicity Wealth held 82,222 shares of Chevron worth $13.6M as of Q2 2026.
  • Simplicity Wealth bought 53,047 Chevron shares in Q2 2026, an estimated $9.87M.
  • Chevron made up 0.46% of Simplicity Wealth's portfolio in Q2 2026, its #49 holding.
  • Simplicity Wealth first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.