AWA
CVX icon

Aaron Wealth Advisors’s Chevron CVX Stock Holding History

Aaron Wealth 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 		$3.34M Buy
20,144
+1,333
+7% +$248K 0.17% 77
2026
Q1 		$3.89M Sell
18,811
-1,292
-6% -$236K 0.22% 53
2025
Q4 		$3.06M Buy
20,103
+3,066
+18% +$467K 0.17% 80
2025
Q3 		$2.65M Buy
17,037
+9,782
+135% +$1.51M 0.16% 76
2025
Q2 		$1.04M Sell
7,255
-1,968
-21% -$277K 0.11% 129
2025
Q1 		$1.54M Buy
9,223
+363
+4% +$56.8K 0.18% 79
2024
Q4 		$1.28M Buy
8,860
+1,609
+22% +$246K 0.15% 88
2024
Q3 		$1.07M Buy
7,251
+528
+8% +$78.6K 0.13% 113
2024
Q2 		$1.05M Buy
6,723
+117
+2% +$18.7K 0.15% 95
2024
Q1 		$1.04M Buy
6,606
+2,285
+53% +$345K 0.15% 90
2023
Q4 		$644K Sell
4,321
-415
-9% -$62.8K 0.11% 116
2023
Q3 		$799K Buy
4,736
+437
+10% +$70.6K 0.1% 105
2023
Q2 		$676K Sell
4,299
-14
-0.3% -$2.25K 0.09% 130
2023
Q1 		$704K Buy
4,313
+812
+23% +$136K 0.1% 121
2022
Q4 		$628K Buy
3,501
+1,938
+124% +$338K 0.09% 131
2022
Q3 		$225K Buy
+1,563
New +$238K 0.04% 190
2022
Q2 		– Sell
-764
Closed -$124K – 343
2022
Q1 		$124K Buy
+764
New +$110K 0.03% 240

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

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

Aaron Wealth Advisors increased its Chevron (CVX) stake by 7.1% in Q2 2026, buying an estimated $248K and bringing the position to 20,144 shares worth $3.34M. The position accounts for 0.17% of the portfolio, ranked #77.

Aaron Wealth Advisors first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.89M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aaron Wealth Advisors held 20,144 shares of Chevron worth $3.34M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,333 Chevron shares in Q2 2026, an estimated $248K.
  • Chevron made up 0.17% of Aaron Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Aaron Wealth Advisors first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • Aaron Wealth Advisors's Chevron position peaked at $3.89M in Q1 2026.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.