AWM
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Aprio Wealth Management’s Chevron CVX Stock Holding History

Aprio Wealth Management’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 		$4.38M Sell
26,442
-149
-0.6% -$27.7K 0.22% 95
2026
Q1 		$5.5M Buy
26,591
+16,570
+165% +$3.02M 0.3% 70
2025
Q4 		$4.07M Buy
10,021
+1,135
+13% +$173K 0.23% 84
2025
Q3 		$1.38M Buy
8,886
+1,595
+22% +$247K 0.14% 102
2025
Q2 		$1.04M Buy
7,291
+106
+1% +$14.9K 0.12% 108
2025
Q1 		$1.2M Buy
7,185
+2,138
+42% +$335K 0.15% 91
2024
Q4 		$731K Buy
5,047
+495
+11% +$75.8K 0.11% 106
2024
Q3 		$670K Sell
4,552
-1,073
-19% -$160K 0.11% 105
2024
Q2 		$880K Buy
5,625
+2,874
+104% +$458K 0.16% 76
2024
Q1 		$434K Buy
2,751
+1,340
+95% +$202K 0.09% 109
2023
Q4 		$210K Sell
1,411
-111
-7% -$16.8K 0.05% 178
2023
Q3 		$257K Buy
1,522
+127
+9% +$20.5K 0.07% 129
2023
Q2 		$220K Buy
+1,395
New +$224K 0.06% 135
2023
Q1 		– Sell
-1,367
Closed -$245K – 135
2022
Q4 		$245K Buy
+1,367
New +$239K 0.09% 101
2022
Q3 		– Sell
-2,825
Closed -$409K – 115
2022
Q2 		$409K Buy
2,825
+978
+53% +$162K 0.16% 53
2022
Q1 		$301K Buy
+1,847
New +$265K 0.11% 71
2020
Q1 		– Sell
-3,585
Closed -$432K – 64
2019
Q4 		$432K Buy
+3,585
New +$422K 0.32% 38

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 22.96% 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

Aprio Wealth Management's CVX Position: Q2 2026 in Review

Aprio Wealth Management reduced its Chevron (CVX) stake by 0.56% in Q2 2026, selling an estimated $27.7K and leaving 26,442 shares worth $4.38M. The position accounts for 0.22% of the portfolio, ranked #95.

Aprio Wealth Management first reported a position in CVX in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.5M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aprio Wealth Management held 26,442 shares of Chevron worth $4.38M as of Q2 2026.
  • Aprio Wealth Management sold 149 Chevron shares in Q2 2026, an estimated $27.7K.
  • Chevron made up 0.22% of Aprio Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Aprio Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 17 quarters since.
  • Aprio Wealth Management's Chevron position peaked at $5.5M in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.