AWMG
CVX icon

ADG Wealth Management Group’s Chevron CVX Stock Holding History

ADG Wealth Management Group’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 		$1.34M Sell
8,111
-1
-0% -$186 0.85% 16
2026
Q1 		$1.68M Hold
8,112
– – 1.16% 15
2025
Q4 		$1.24M Sell
8,112
-739
-8% -$113K 0.94% 15
2025
Q3 		$1.37M Hold
8,851
– – 1.09% 14
2025
Q2 		$1.27M Hold
8,851
– – 1.08% 14
2025
Q1 		$1.48M Sell
8,851
-224
-2% -$35.1K 1.4% 13
2024
Q4 		$1.31M Buy
+9,075
New +$1.39M 1.17% 13

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

ADG Wealth Management Group's CVX Position: Q2 2026 in Review

ADG Wealth Management Group reduced its Chevron (CVX) stake by 0.01% in Q2 2026, selling an estimated $186 and leaving 8,111 shares worth $1.34M. The position accounts for 0.85% of the portfolio, ranked #16.

ADG Wealth Management Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ADG Wealth Management Group held 8,111 shares of Chevron worth $1.34M as of Q2 2026.
  • ADG Wealth Management Group sold 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.85% of ADG Wealth Management Group's portfolio in Q2 2026, its #16 holding.
  • ADG Wealth Management Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • ADG Wealth Management Group's Chevron position peaked at $1.68M in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.