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Alliance Wealth Advisors (Pennsylvania)’s Chevron CVX Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$457K Buy
2,758
+14
+0.5% +$2.61K 0.15% 97
2026
Q1 		$568K Buy
2,744
+12
+0.4% +$2.19K 0.25% 66
2025
Q4 		$416K Buy
2,732
+16
+0.6% +$2.44K 0.18% 92
2025
Q3 		$422K Buy
2,716
+115
+4% +$17.8K 0.19% 91
2025
Q2 		$372K Buy
2,601
+133
+5% +$18.7K 0.19% 97
2025
Q1 		$413K Sell
2,468
-24
-1% -$3.76K 0.23% 82
2024
Q4 		$361K Buy
2,492
+62
+3% +$9.49K 0.2% 92
2024
Q3 		$358K Buy
2,430
+10
+0.4% +$1.49K 0.2% 93
2024
Q2 		$378K Buy
2,420
+18
+0.7% +$2.87K 0.24% 81
2024
Q1 		$379K Buy
2,402
+24
+1% +$3.62K 0.24% 84
2023
Q4 		$355K Buy
2,378
+37
+2% +$5.6K 0.23% 85
2023
Q3 		$395K Buy
2,341
+58
+3% +$9.37K 0.29% 70
2023
Q2 		$359K Buy
2,283
+102
+5% +$16.4K 0.26% 81
2023
Q1 		$356K Sell
2,181
-69
-3% -$11.6K 0.27% 74
2022
Q4 		$404K Sell
2,250
-162
-7% -$28.3K 0.34% 64
2022
Q3 		$346K Sell
2,412
-89
-4% -$13.6K 0.32% 69
2022
Q2 		$362K Buy
2,501
+9
+0.4% +$1.49K 0.31% 71
2022
Q1 		$406K Sell
2,492
-3,887
-61% -$557K 0.34% 65
2021
Q4 		$749K Buy
6,379
+13
+0.2% +$1.48K 0.61% 40
2021
Q3 		$646K Buy
6,366
+79
+1% +$7.88K 0.57% 41
2021
Q2 		$658K Sell
6,287
-21
-0.3% -$2.22K 0.59% 42
2021
Q1 		$661K Sell
6,308
-63
-1% -$6.15K 0.65% 40
2020
Q4 		$538K Buy
+6,371
New +$516K 0.56% 47

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s CVX Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Chevron (CVX) stake by 0.51% in Q2 2026, buying an estimated $2.61K and bringing the position to 2,758 shares worth $457K. The position accounts for 0.15% of the portfolio, ranked #97.

Alliance Wealth Advisors (Pennsylvania) first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $749K in Q4 2021. 713 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 2,758 shares of Chevron worth $457K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 14 Chevron shares in Q2 2026, an estimated $2.61K.
  • Chevron made up 0.15% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #97 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Chevron position peaked at $749K in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.