Wealthquest’s Chevron CVX Stock Holding History

Wealthquest’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	$1.05M	Buy	6,344 +458	+8%	+$85.2K	0.07%	62
2026 Q1	$1.22M	Buy	5,886 +68	+1%	+$12.4K	0.09%	51
2025 Q4	$887K	Buy	+5,818	New	+$886K	0.07%	60
2025 Q3	–	Sell	-5,198	Closed	-$744K	–	62
2025 Q2	$744K	Sell	5,198 -179	-3%	-$25.2K	0.06%	59
2025 Q1	$900K	Buy	5,377 +60	+1%	+$9.39K	0.08%	53
2024 Q4	$770K	Buy	5,317 +95	+2%	+$14.5K	0.06%	59
2024 Q3	$782K	Buy	5,222 +118	+2%	+$17.6K	0.07%	62
2024 Q2	$798K	Buy	5,104 +61	+1%	+$9.73K	0.09%	58
2024 Q1	$796K	Sell	5,043 -421	-8%	-$63.5K	0.09%	58
2023 Q4	$815K	Hold	5,464	–	–	0.09%	62
2023 Q3	$921K	Buy	5,464 +1,652	+43%	+$267K	0.11%	52
2023 Q2	$600K	Sell	3,812 -1,476	-28%	-$237K	0.07%	67
2023 Q1	$863K	Sell	5,288 -521	-9%	-$87.3K	0.11%	53
2022 Q4	$1.04M	Sell	5,809 -633	-10%	-$110K	0.13%	50
2022 Q3	$925K	Buy	6,442 +41	+0.6%	+$6.25K	0.13%	51
2022 Q2	$926K	Sell	6,401 -10	-0.2%	-$1.65K	0.14%	56
2022 Q1	$752K	Hold	6,411	–	–	0.12%	65
2021 Q4	$752K	Buy	6,411 +1,092	+21%	+$124K	0.12%	65
2021 Q3	$539K	Sell	5,319 -247	-4%	-$24.6K	0.09%	73
2021 Q2	$583K	Buy	5,566 +57	+1%	+$6.02K	0.1%	71
2021 Q1	$577K	Sell	5,509 -847	-13%	-$82.7K	0.11%	74
2020 Q4	$536K	Sell	6,356 -1,255	-16%	-$102K	0.11%	71
2020 Q3	$548K	Hold	7,611	–	–	0.14%	63
2020 Q2	$679K	Buy	+7,611	New	+$681K	0.17%	57
2019 Q4	$1.03M	Buy	8,579 +274	+3%	+$32.3K	0.3%	57
2019 Q3	$985K	Sell	8,305 -46	-0.6%	-$5.59K	0.33%	56
2019 Q2	$1.04M	Sell	8,351 -44	-0.5%	-$5.32K	0.39%	52
2019 Q1	$1.03M	Sell	8,395 -94	-1%	-$11.1K	0.39%	48
2018 Q4	$923K	Buy	+8,489	New	+$983K	0.38%	48
2015 Q3	$511K	Sell	6,483 -3,470	-35%	-$292K	0.93%	14
2015 Q2	$960K	Sell	9,953 -200	-2%	-$21K	1.41%	9
2015 Q1	$1.07M	Sell	10,153 -100	-1%	-$10.7K	1.54%	9
2014 Q4	$1.15M	Buy	+10,253	New	+$1.16M	1.17%	10

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

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

Wealthquest's CVX Position: Q2 2026 in Review

Wealthquest increased its Chevron (CVX) stake by 7.8% in Q2 2026, buying an estimated $85.2K and bringing the position to 6,344 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #62.

Wealthquest first reported a position in CVX in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.22M in Q1 2026. 1,496 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Wealthquest held 6,344 shares of Chevron worth $1.05M as of Q2 2026.
Wealthquest bought 458 Chevron shares in Q2 2026, an estimated $85.2K.
Chevron made up 0.07% of Wealthquest's portfolio in Q2 2026, its #62 holding.
Wealthquest first reported a position in Chevron in Q4 2014 and has held it in 33 quarters since.
Wealthquest's Chevron position peaked at $1.22M in Q1 2026.
1,496 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.