VCI Wealth Management’s Chevron CVX Stock Holding History

VCI Wealth Management’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	$2.34M	Buy	14,132 +3,020	+27%	+$562K	0.59%	47
2026 Q1	$2.3M	Sell	11,112 -6,229	-36%	-$1.14M	0.64%	30
2025 Q4	$2.64M	Buy	17,341 +7,424	+75%	+$1.13M	0.73%	32
2025 Q3	$1.54M	Sell	9,917 -996	-9%	-$154K	0.47%	45
2025 Q2	$1.56M	Buy	10,913 +1,544	+16%	+$218K	0.55%	45
2025 Q1	$1.57M	Sell	9,369 -2,303	-20%	-$361K	0.66%	37
2024 Q4	$1.69M	Buy	11,672 +330	+3%	+$50.5K	0.72%	41
2024 Q3	$1.67M	Buy	+11,342	New	+$1.69M	0.74%	37

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

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

VCI Wealth Management's CVX Position: Q2 2026 in Review

VCI Wealth Management increased its Chevron (CVX) stake by 27% in Q2 2026, buying an estimated $562K and bringing the position to 14,132 shares worth $2.34M. The position accounts for 0.59% of the portfolio, ranked #47.

VCI Wealth Management first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.64M in Q4 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

VCI Wealth Management held 14,132 shares of Chevron worth $2.34M as of Q2 2026.
VCI Wealth Management bought 3,020 Chevron shares in Q2 2026, an estimated $562K.
Chevron made up 0.59% of VCI Wealth Management's portfolio in Q2 2026, its #47 holding.
VCI Wealth Management first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
VCI Wealth Management's Chevron position peaked at $2.64M in Q4 2025.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.