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Wealth Dimensions Group’s Chevron CVX Stock Holding History

Wealth Dimensions Group’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 		$1.17M Buy
7,082
+47
+0.7% +$8.75K 0.21% 58
2026
Q1 		$1.46M Sell
7,035
-70
-1% -$12.8K 0.29% 45
2025
Q4 		$1.08M Sell
7,105
-480
-6% -$73.1K 0.21% 61
2025
Q3 		$1.18M Sell
7,585
-137
-2% -$21.2K 0.24% 57
2025
Q2 		$1.11M Buy
7,722
+579
+8% +$81.6K 0.24% 54
2025
Q1 		$1.19M Buy
7,143
+942
+15% +$147K 0.29% 46
2024
Q4 		$898K Buy
6,201
+208
+3% +$31.8K 0.22% 59
2024
Q3 		$883K Buy
5,993
+702
+13% +$104K 0.22% 55
2024
Q2 		$828K Sell
5,291
-31
-0.6% -$4.94K 0.24% 51
2024
Q1 		$840K Sell
5,322
-210
-4% -$31.7K 0.25% 49
2023
Q4 		$825K Buy
5,532
+82
+2% +$12.4K 0.26% 48
2023
Q3 		$919K Buy
5,450
+18
+0.3% +$2.91K 0.33% 42
2023
Q2 		$855K Sell
5,432
-124
-2% -$19.9K 0.31% 44
2023
Q1 		$907K Sell
5,556
-1,666
-23% -$279K 0.35% 41
2022
Q4 		$1.3M Buy
7,222
+139
+2% +$24.3K 0.53% 32
2022
Q3 		$1.02M Buy
7,083
+27
+0.4% +$4.12K 0.5% 31
2022
Q2 		$1.02M Sell
7,056
-126
-2% -$20.8K 0.49% 31
2022
Q1 		$1.17M Buy
7,182
+539
+8% +$77.3K 0.54% 30
2021
Q4 		$780K Buy
6,643
+231
+4% +$26.2K 0.38% 45
2021
Q3 		$650K Buy
6,412
+2,699
+73% +$269K 0.42% 46
2021
Q2 		$389K Buy
3,713
+817
+28% +$86.2K 0.26% 78
2021
Q1 		$303K Buy
2,896
+74
+3% +$7.23K 0.24% 85
2020
Q4 		$238K Buy
+2,822
New +$228K 0.21% 93

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

Wealth Dimensions Group's CVX Position: Q2 2026 in Review

Wealth Dimensions Group increased its Chevron (CVX) stake by 0.67% in Q2 2026, buying an estimated $8.75K and bringing the position to 7,082 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #58.

Wealth Dimensions Group first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wealth Dimensions Group held 7,082 shares of Chevron worth $1.17M as of Q2 2026.
  • Wealth Dimensions Group bought 47 Chevron shares in Q2 2026, an estimated $8.75K.
  • Chevron made up 0.21% of Wealth Dimensions Group's portfolio in Q2 2026, its #58 holding.
  • Wealth Dimensions Group first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Chevron position peaked at $1.46M in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.