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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealth Dimensions Group's CVX Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Chevron (CVX) stake by 0.99% in Q1 2026, selling an estimated $12.8K and leaving 7,035 shares worth $1.46M. The position accounts for 0.29% of the portfolio, ranked #45.

Wealth Dimensions Group first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wealth Dimensions Group held 7,035 shares of Chevron worth $1.46M as of Q1 2026.
  • Wealth Dimensions Group sold 70 Chevron shares in Q1 2026, an estimated $12.8K.
  • Chevron made up 0.29% of Wealth Dimensions Group's portfolio in Q1 2026, its #45 holding.
  • Wealth Dimensions Group first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.