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Amplius Wealth Advisors’s Chevron CVX Stock Holding History

Amplius 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 		$516K Buy
3,114
+368
+13% +$68.5K 0.04% 126
2026
Q1 		$568K Sell
2,746
-52
-2% -$9.48K 0.05% 99
2025
Q4 		$426K Sell
2,798
-91
-3% -$13.9K 0.04% 117
2025
Q3 		$449K Sell
2,889
-341
-11% -$52.8K 0.04% 115
2025
Q2 		$463K Sell
3,230
-149
-4% -$21K 0.04% 127
2025
Q1 		$565K Buy
3,379
+192
+6% +$30.1K 0.06% 104
2024
Q4 		$462K Sell
3,187
-191
-6% -$29.2K 0.05% 114
2024
Q3 		$497K Sell
3,378
-152
-4% -$22.6K 0.05% 99
2024
Q2 		$552K Sell
3,530
-873
-20% -$139K 0.06% 93
2024
Q1 		$694K Buy
4,403
+51
+1% +$7.7K 0.08% 84
2023
Q4 		$649K Sell
4,352
-361
-8% -$54.6K 0.08% 82
2023
Q3 		$795K Sell
4,713
-1,190
-20% -$192K 0.11% 74
2023
Q2 		$929K Buy
5,903
+319
+6% +$51.1K 0.13% 68
2023
Q1 		$911K Buy
5,584
+205
+4% +$34.4K 0.13% 72
2022
Q4 		$965K Sell
5,379
-1,227
-19% -$214K 0.15% 73
2022
Q3 		$949K Buy
6,606
+2,522
+62% +$385K 0.17% 62
2022
Q2 		$591K Buy
4,084
+236
+6% +$39K 0.1% 80
2022
Q1 		$626K Sell
3,848
-155
-4% -$22.2K 0.1% 87
2021
Q4 		$469K Buy
+4,003
New +$455K 0.06% 113

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Chevron (CVX) stake by 13% in Q2 2026, buying an estimated $68.5K and bringing the position to 3,114 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #126.

Amplius Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $965K in Q4 2022. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Amplius Wealth Advisors held 3,114 shares of Chevron worth $516K as of Q2 2026.
  • Amplius Wealth Advisors bought 368 Chevron shares in Q2 2026, an estimated $68.5K.
  • Chevron made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Amplius Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Chevron position peaked at $965K in Q4 2022.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.