True Wealth Design’s Chevron CVX Stock Holding History

True Wealth Design’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	$191K	Buy	1,150 +724	+170%	+$135K	0.05%	128
2026 Q1	$88.1K	Buy	426 +128	+43%	+$23.3K	0.02%	243
2025 Q4	$45.4K	Sell	298 -75	-20%	-$11.4K	0.01%	358
2025 Q3	$57.9K	Buy	373 +165	+79%	+$25.6K	0.02%	284
2025 Q2	$29.8K	Sell	208 -46	-18%	-$6.49K	0.01%	296
2025 Q1	$42.5K	Buy	254 +71	+39%	+$11.1K	0.02%	216
2024 Q4	$26.5K	Sell	183 -1	-0.5%	-$153	0.01%	284
2024 Q3	$27.1K	Sell	184 -5,201	-97%	-$774K	0.01%	274
2024 Q2	$842K	Buy	5,385 +28	+0.5%	+$4.46K	0.21%	67
2024 Q1	$845K	Buy	5,357 +120	+2%	+$18.1K	0.21%	72
2023 Q4	$781K	Buy	5,237 +78	+2%	+$11.8K	0.22%	79
2023 Q3	$870K	Buy	5,159 +5,092	+7,600%	+$822K	0.29%	30
2023 Q2	$10.6K	Sell	67 -1,514	-96%	-$243K	﹤0.01%	212
2023 Q1	$258K	Buy	1,581 +801	+103%	+$134K	0.11%	113
2022 Q4	$140K	Buy	+780	New	+$136K	0.06%	114

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

True Wealth Design's CVX Position: Q2 2026 in Review

True Wealth Design increased its Chevron (CVX) stake by 170% in Q2 2026, buying an estimated $135K and bringing the position to 1,150 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #128.

True Wealth Design first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $870K in Q3 2023. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

True Wealth Design held 1,150 shares of Chevron worth $191K as of Q2 2026.
True Wealth Design bought 724 Chevron shares in Q2 2026, an estimated $135K.
Chevron made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #128 holding.
True Wealth Design first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Chevron position peaked at $870K in Q3 2023.
2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.