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

Alliance Wealth Advisors (Utah)’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 		$425K Sell
2,563
-191
-7% -$35.5K 0.08% 154
2026
Q1 		$570K Sell
2,754
-875
-24% -$160K 0.12% 116
2025
Q4 		$553K Sell
3,629
-782
-18% -$119K 0.12% 161
2025
Q3 		$685K Buy
4,411
+671
+18% +$104K 0.16% 146
2025
Q2 		$536K Buy
3,740
+222
+6% +$31.3K 0.13% 155
2025
Q1 		$588K Buy
3,518
+757
+27% +$119K 0.15% 146
2024
Q4 		$400K Sell
2,761
-43
-2% -$6.58K 0.1% 181
2024
Q3 		$413K Buy
2,804
+154
+6% +$22.9K 0.11% 173
2024
Q2 		$415K Sell
2,650
-222
-8% -$35.4K 0.12% 158
2024
Q1 		$453K Buy
2,872
+392
+16% +$59.2K 0.14% 151
2023
Q4 		$370K Sell
2,480
-480
-16% -$72.6K 0.12% 168
2023
Q3 		$499K Buy
2,960
+91
+3% +$14.7K 0.18% 117
2023
Q2 		$451K Buy
2,869
+57
+2% +$9.14K 0.17% 131
2023
Q1 		$459K Buy
2,812
+9
+0.3% +$1.51K 0.18% 122
2022
Q4 		$503K Buy
+2,803
New +$489K 0.23% 106

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

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

Alliance Wealth Advisors (Utah) reduced its Chevron (CVX) stake by 6.9% in Q2 2026, selling an estimated $35.5K and leaving 2,563 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #154.

Alliance Wealth Advisors (Utah) first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $685K in Q3 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,563 shares of Chevron worth $425K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 191 Chevron shares in Q2 2026, an estimated $35.5K.
  • Chevron made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #154 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Chevron position peaked at $685K in Q3 2025.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.