Aletheian Wealth Advisors’s Chevron CVX Stock Holding History

Aletheian 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	$354K	Buy	2,138 +123	+6%	+$22.9K	0.15%	76
2026 Q1	$417K	Buy	+2,015	New	+$367K	0.2%	63
2025 Q3	$283K	Buy	1,819 +299	+20%	+$46.3K	0.13%	78
2025 Q2	$218K	Buy	1,520 +32	+2%	+$4.51K	0.11%	91
2025 Q1	$249K	Buy	+1,488	New	+$233K	0.14%	76
2024 Q4	–	Sell	-1,496	Closed	-$220K	–	79
2024 Q3	$220K	Sell	1,496 -3,753	-71%	-$559K	0.13%	76
2024 Q2	$821K	Buy	5,249 +273	+5%	+$43.5K	0.43%	56
2024 Q1	$785K	Buy	4,976 +434	+10%	+$65.5K	0.43%	56
2023 Q4	$678K	Sell	4,542 -162	-3%	-$24.5K	0.45%	52
2023 Q3	$793K	Sell	4,704 -328	-7%	-$53K	0.61%	43
2023 Q2	$792K	Buy	5,032 +3,773	+300%	+$605K	0.54%	46
2023 Q1	$205K	Buy	+1,259	New	+$211K	0.18%	61

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Aletheian Wealth Advisors increased its Chevron (CVX) stake by 6.1% in Q2 2026, buying an estimated $22.9K and bringing the position to 2,138 shares worth $354K. The position accounts for 0.15% of the portfolio, ranked #76.

Aletheian Wealth Advisors first reported a position in CVX in Q1 2023 and has held it in 12 quarters since. The position peaked at $821K in Q2 2024. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Aletheian Wealth Advisors held 2,138 shares of Chevron worth $354K as of Q2 2026.
Aletheian Wealth Advisors bought 123 Chevron shares in Q2 2026, an estimated $22.9K.
Chevron made up 0.15% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Aletheian Wealth Advisors first reported a position in Chevron in Q1 2023 and has held it in 12 quarters since.
Aletheian Wealth Advisors's Chevron position peaked at $821K in Q2 2024.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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