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Wagner Wealth Management (South Carolina)’s Chevron CVX Stock Holding History

Wagner Wealth Management (South Carolina)’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 		– Sell
-1,172
Closed -$242K – 284
2026
Q1 		$242K Buy
+1,172
New +$214K 0.05% 125
2025
Q4 		– Sell
-1,308
Closed -$203K – 267
2025
Q3 		$203K Buy
+1,308
New +$203K 0.05% 122
2024
Q3 		– Sell
-3,537
Closed -$553K – 237
2024
Q2 		$553K Buy
3,537
+105
+3% +$16.7K 0.17% 71
2024
Q1 		$541K Buy
3,432
+16
+0.5% +$2.41K 0.17% 70
2023
Q4 		$509K Sell
3,416
-947
-22% -$143K 0.17% 74
2023
Q3 		$736K Buy
4,363
+127
+3% +$20.5K 0.27% 61
2023
Q2 		$667K Sell
4,236
-333
-7% -$53.4K 0.25% 62
2023
Q1 		$745K Buy
4,569
+532
+13% +$89.2K 0.34% 55
2022
Q4 		$725K Buy
4,037
+906
+29% +$158K 0.45% 50
2022
Q3 		$450K Buy
3,131
+460
+17% +$70.2K 0.33% 58
2022
Q2 		$387K Buy
2,671
+229
+9% +$37.9K 0.31% 63
2022
Q1 		$398K Sell
2,442
-3,705
-60% -$531K 0.28% 82
2021
Q4 		$721K Buy
6,147
+746
+14% +$84.7K 0.55% 46
2021
Q3 		$618K Buy
5,401
+83
+2% +$8.28K 0.49% 47
2021
Q2 		$557K Buy
5,318
+305
+6% +$32.2K 0.4% 63
2021
Q1 		$525K Buy
5,013
+947
+23% +$92.5K 0.41% 61
2020
Q4 		$343K Buy
+4,066
New +$329K 0.33% 71
2018
Q3 		$722K Buy
5,902
+11
+0.2% +$1.33K 0.48% 52
2018
Q2 		$745K Sell
5,891
-635
-10% -$78.8K 0.54% 45
2018
Q1 		$744K Buy
6,526
+1,137
+21% +$136K 0.57% 45
2017
Q4 		$714K Buy
+5,389
New +$639K 0.53% 46

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
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

Wagner Wealth Management (South Carolina)'s CVX Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,172 shares — an estimated $242K sold.

Wagner Wealth Management (South Carolina) first reported a position in CVX in Q4 2017 and held it in 21 quarters. The position peaked at $745K in Q1 2023. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wagner Wealth Management (South Carolina) reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1,172 Chevron shares in Q2 2026, an estimated $242K.
  • Wagner Wealth Management (South Carolina) first reported a position in Chevron in Q4 2017 and held it in 21 quarters.
  • Wagner Wealth Management (South Carolina)'s Chevron position peaked at $745K in Q1 2023.
  • 4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.