WQ
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Wealth Quarterback’s Chevron CVX Stock Holding History

Wealth Quarterback’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 		$1.22M Sell
7,359
-168
-2% -$31.3K 0.38% 50
2026
Q1 		$1.56M Sell
7,527
-592
-7% -$108K 0.61% 37
2025
Q4 		$1.24M Sell
8,119
-483
-6% -$73.6K 0.45% 40
2025
Q3 		$1.34M Sell
8,602
-722
-8% -$112K 0.52% 40
2025
Q2 		$1.34M Buy
9,324
+1,503
+19% +$212K 0.63% 37
2025
Q1 		$1.31M Sell
7,821
-1,103
-12% -$173K 0.74% 28
2024
Q4 		$1.29M Buy
8,924
+139
+2% +$21.3K 0.61% 30
2024
Q3 		$1.29M Buy
8,785
+698
+9% +$104K 0.67% 31
2024
Q2 		$1.27M Sell
8,087
-59
-0.7% -$9.41K 0.72% 25
2024
Q1 		$1.28M Buy
8,146
+1,190
+17% +$180K 0.72% 24
2023
Q4 		$1.04M Buy
6,956
+335
+5% +$50.7K 0.63% 27
2023
Q3 		$1.12M Buy
6,621
+477
+8% +$77K 0.97% 23
2023
Q2 		$967K Sell
6,144
-8
-0.1% -$1.28K 0.67% 28
2023
Q1 		$1M Buy
6,152
+177
+3% +$29.7K 0.85% 24
2022
Q4 		$1.07M Buy
5,975
+129
+2% +$22.5K 0.89% 24
2022
Q3 		$840K Sell
5,846
-58
-1% -$8.85K 0.89% 31
2022
Q2 		$855K Buy
+5,904
New +$976K 0.67% 36
2021
Q3 		$1.05M Buy
19,349
+8,543
+79% +$852K 0.69% 29
2021
Q2 		$1.13M Buy
+10,806
New +$1.14M 0.69% 29
2020
Q4 		$243K Sell
2,879
-2,115
-42% -$171K 0.2% 92
2020
Q3 		$446K Hold
4,994
– – 0.41% 67
2020
Q2 		$446K Sell
4,994
-2,365
-32% -$212K 0.41% 67
2020
Q1 		$474K Sell
7,359
-28,826
-80% -$2.85M 0.44% 52
2019
Q4 		$586K Buy
+36,185
New +$4.26M 0.51% 47

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wealth Quarterback's CVX Position: Q2 2026 in Review

Wealth Quarterback reduced its Chevron (CVX) stake by 2.2% in Q2 2026, selling an estimated $31.3K and leaving 7,359 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #50.

Wealth Quarterback first reported a position in CVX in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.56M in Q1 2026. 1,471 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wealth Quarterback held 7,359 shares of Chevron worth $1.22M as of Q2 2026.
  • Wealth Quarterback sold 168 Chevron shares in Q2 2026, an estimated $31.3K.
  • Chevron made up 0.38% of Wealth Quarterback's portfolio in Q2 2026, its #50 holding.
  • Wealth Quarterback first reported a position in Chevron in Q4 2019 and has held it in 24 quarters since.
  • Wealth Quarterback's Chevron position peaked at $1.56M in Q1 2026.
  • 1,471 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.