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Alta Wealth Advisors’s Chevron CVX Stock Holding History

Alta 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 		$214K Sell
1,293
-65
-5% -$12.1K 0.06% 162
2026
Q1 		$281K Buy
1,358
+45
+3% +$8.21K 0.09% 145
2025
Q4 		$200K Sell
1,313
-52
-4% -$7.92K 0.07% 162
2025
Q3 		$212K Buy
+1,365
New +$211K 0.08% 149
2025
Q2 		– Sell
-3,206
Closed -$536K – 123
2025
Q1 		$536K Sell
3,206
-128
-4% -$20K 0.25% 73
2024
Q4 		$483K Sell
3,334
-10
-0.3% -$1.53K 0.21% 91
2024
Q3 		$492K Buy
3,344
+624
+23% +$92.9K 0.23% 86
2024
Q2 		$425K Hold
2,720
– – 0.21% 87
2024
Q1 		$429K Sell
2,720
-155
-5% -$23.4K 0.22% 89
2023
Q4 		$429K Sell
2,875
-5,996
-68% -$907K 0.24% 86
2023
Q3 		$1.5M Buy
8,871
+7,296
+463% +$1.18M 0.92% 31
2023
Q2 		$248K Buy
1,575
+1
+0.1% +$160 0.15% 124
2023
Q1 		$257K Buy
1,574
+101
+7% +$16.9K 0.16% 126
2022
Q4 		$264K Buy
+1,473
New +$257K 0.18% 128
2022
Q1 		– Sell
-1,739
Closed -$204K – 148
2021
Q4 		$204K Buy
+1,739
New +$198K 0.13% 140

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Alta Wealth Advisors reduced its Chevron (CVX) stake by 4.8% in Q2 2026, selling an estimated $12.1K and leaving 1,293 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #162.

Alta Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.5M in Q3 2023. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Alta Wealth Advisors held 1,293 shares of Chevron worth $214K as of Q2 2026.
  • Alta Wealth Advisors sold 65 Chevron shares in Q2 2026, an estimated $12.1K.
  • Chevron made up 0.06% of Alta Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Alta Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 15 quarters since.
  • Alta Wealth Advisors's Chevron position peaked at $1.5M in Q3 2023.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.