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Yarger Wealth Strategies’s Chevron CVX Stock Holding History

Yarger Wealth Strategies’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 		$422K Buy
2,393
+128
+6% +$23.8K 0.15% 90
2026
Q1 		$469K Buy
2,265
+94
+4% +$17.1K 0.19% 79
2025
Q4 		$331K Buy
2,171
+25
+1% +$3.81K 0.14% 93
2025
Q3 		$333K Buy
2,146
+248
+13% +$38.4K 0.15% 90
2025
Q2 		$272K Buy
1,898
+51
+3% +$7.19K 0.14% 88
2025
Q1 		$309K Buy
1,847
+54
+3% +$8.45K 0.18% 72
2024
Q4 		$260K Sell
1,793
-81
-4% -$12.4K 0.15% 74
2024
Q3 		$276K Buy
1,874
+28
+2% +$4.17K 0.15% 73
2024
Q2 		$289K Buy
1,846
+28
+2% +$4.46K 0.17% 68
2024
Q1 		$287K Buy
1,818
+36
+2% +$5.43K 0.2% 64
2023
Q4 		$266K Buy
1,782
+325
+22% +$49.2K 0.21% 55
2023
Q3 		$246K Buy
+1,457
New +$235K 0.21% 54
2023
Q1 		– Sell
-1,211
Closed -$217K – 49
2022
Q4 		$217K Buy
+1,211
New +$211K 0.27% 43

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

Yarger Wealth Strategies's CVX Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Chevron (CVX) stake by 5.7% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,393 shares worth $422K. The position accounts for 0.15% of the portfolio, ranked #90.

Yarger Wealth Strategies first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $469K in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Yarger Wealth Strategies held 2,393 shares of Chevron worth $422K as of Q2 2026.
  • Yarger Wealth Strategies bought 128 Chevron shares in Q2 2026, an estimated $23.8K.
  • Chevron made up 0.15% of Yarger Wealth Strategies's portfolio in Q2 2026, its #90 holding.
  • Yarger Wealth Strategies first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
  • Yarger Wealth Strategies's Chevron position peaked at $469K in Q1 2026.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.