Vision Retirement’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$293K Buy
1,770
+102
+6% +$19K 0.07% 115
2026
Q1
$345K Buy
1,668
+144
+9% +$26.3K 0.1% 97
2025
Q4
$232K Buy
+1,524
New +$232K 0.06% 116

Other funds holding CVX

Vision Retirement's CVX Position: Q2 2026 in Review

Vision Retirement increased its Chevron (CVX) stake by 6.1% in Q2 2026, buying an estimated $19K and bringing the position to 1,770 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #115.

Vision Retirement first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $345K in Q1 2026. 3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Vision Retirement held 1,770 shares of Chevron worth $293K as of Q2 2026.
  • Vision Retirement bought 102 Chevron shares in Q2 2026, an estimated $19K.
  • Chevron made up 0.07% of Vision Retirement's portfolio in Q2 2026, its #115 holding.
  • Vision Retirement first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Chevron position peaked at $345K in Q1 2026.
  • 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.