AmeriServ Wealth Advisors’s Chevron CVX Stock Holding History

AmeriServ 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	–	Sell	-1,016	Closed	-$210K	–	56
2026 Q1	$210K	Buy	+1,016	New	+$185K	0.13%	57
2025 Q1	–	Sell	-1,473	Closed	-$213K	–	66
2024 Q4	$213K	Buy	+1,473	New	+$225K	0.12%	62
2022 Q4	–	Sell	-1,803	Closed	-$259K	–	46
2022 Q3	$259K	Hold	1,803	–	–	0.57%	37
2022 Q2	$261K	Hold	1,803	–	–	0.61%	42
2022 Q1	$294K	Hold	1,803	–	–	0.21%	56
2021 Q4	$212K	Buy	+1,803	New	+$205K	0.15%	62
2018 Q3	–	Sell	-2,543	Closed	-$322K	–	77
2018 Q2	$322K	Buy	2,543 +700	+38%	+$86.9K	0.43%	50
2018 Q1	$210K	Sell	1,843 -97	-5%	-$11.6K	0.24%	69
2017 Q4	$231K	Buy	+1,940	New	+$230K	0.22%	63
2015 Q1	–	Sell	-2,000	Closed	-$224K	–	98
2014 Q4	$224K	Hold	2,000	–	–	0.22%	110
2014 Q3	$239K	Hold	2,000	–	–	0.41%	90
2014 Q2	$261K	Sell	2,000 -200	-9%	-$24.9K	0.28%	97
2014 Q1	$262K	Sell	2,200 -6,655	-75%	-$774K	0.26%	102
2013 Q4	$1.11M	Hold	8,855	–	–	0.66%	42
2013 Q3	$1.08M	Hold	8,855	–	–	0.69%	42
2013 Q2	$1.05M	Buy	+8,855	New	+$1.07M	0.67%	45

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

AmeriServ Wealth Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,016 shares — an estimated $210K sold.

AmeriServ Wealth Advisors first reported a position in CVX in Q2 2013 and held it in 16 quarters. The position peaked at $1.11M in Q4 2013. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

AmeriServ Wealth Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,016 Chevron shares in Q2 2026, an estimated $210K.
AmeriServ Wealth Advisors first reported a position in Chevron in Q2 2013 and held it in 16 quarters.
AmeriServ Wealth Advisors's Chevron position peaked at $1.11M in Q4 2013.
4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.