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Adamsbrown Wealth Consultants’s Chevron CVX Stock Holding History

Adamsbrown Wealth Consultants’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 		$437K Buy
2,637
+12
+0.5% +$2.23K 0.08% 95
2026
Q1 		$543K Buy
2,625
+467
+22% +$85.2K 0.14% 66
2025
Q4 		$329K Buy
2,158
+368
+21% +$56K 0.09% 94
2025
Q3 		$278K Sell
1,790
-32
-2% -$4.96K 0.08% 94
2025
Q2 		$261K Sell
1,822
-34
-2% -$4.79K 0.08% 87
2025
Q1 		$311K Sell
1,856
-106
-5% -$16.6K 0.1% 71
2024
Q4 		$284K Sell
1,962
-24
-1% -$3.67K 0.1% 80
2024
Q3 		$292K Sell
1,986
-67
-3% -$9.97K 0.1% 71
2024
Q2 		$321K Buy
2,053
+101
+5% +$16.1K 0.13% 60
2024
Q1 		$308K Sell
1,952
-187
-9% -$28.2K 0.12% 58
2023
Q4 		$319K Buy
2,139
+340
+19% +$51.4K 0.14% 57
2023
Q3 		$303K Buy
1,799
+42
+2% +$6.78K 0.15% 54
2023
Q2 		$276K Buy
1,757
+12
+0.7% +$1.92K 0.15% 60
2023
Q1 		$285K Sell
1,745
-464
-21% -$77.8K 0.16% 56
2022
Q4 		$396K Buy
2,209
+116
+6% +$20.2K 0.24% 47
2022
Q3 		$301K Sell
2,093
-22
-1% -$3.35K 0.23% 56
2022
Q2 		$306K Sell
2,115
-4
-0.2% -$661 0.24% 62
2022
Q1 		$345K Buy
+2,119
New +$304K 0.27% 64

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Adamsbrown Wealth Consultants's CVX Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Chevron (CVX) stake by 0.46% in Q2 2026, buying an estimated $2.23K and bringing the position to 2,637 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #95.

Adamsbrown Wealth Consultants first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $543K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Adamsbrown Wealth Consultants held 2,637 shares of Chevron worth $437K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 12 Chevron shares in Q2 2026, an estimated $2.23K.
  • Chevron made up 0.08% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #95 holding.
  • Adamsbrown Wealth Consultants first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Adamsbrown Wealth Consultants's Chevron position peaked at $543K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.