4A
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4Wealth Advisors’s Chevron CVX Stock Holding History

4Wealth Advisors’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 		$294K Sell
1,746
-389
-18% -$72.4K 0.23% 115
2026
Q1 		$450K Sell
2,135
-565
-21% -$103K 0.38% 86
2025
Q4 		$412K Buy
2,700
+134
+5% +$20.4K 0.35% 90
2025
Q3 		$398K Sell
2,566
-2,830
-52% -$438K 0.36% 90
2025
Q2 		$773K Sell
5,396
-819
-13% -$115K 0.78% 34
2025
Q1 		$1.04M Buy
6,215
+3,227
+108% +$505K 1.13% 22
2024
Q4 		$433K Buy
+2,988
New +$457K 0.43% 79

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

4Wealth Advisors's CVX Position: Q2 2026 in Review

4Wealth Advisors reduced its Chevron (CVX) stake by 18% in Q2 2026, selling an estimated $72.4K and leaving 1,746 shares worth $294K. The position accounts for 0.23% of the portfolio, ranked #115.

4Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2025. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • 4Wealth Advisors held 1,746 shares of Chevron worth $294K as of Q2 2026.
  • 4Wealth Advisors sold 389 Chevron shares in Q2 2026, an estimated $72.4K.
  • Chevron made up 0.23% of 4Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • 4Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Chevron position peaked at $1.04M in Q1 2025.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.