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Archvest Wealth Advisors’s Chevron CVX Stock Holding History

Archvest 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 		$408K Buy
2,461
+219
+10% +$40.8K 0.24% 47
2026
Q1 		$464K Sell
2,242
-524
-19% -$95.6K 0.3% 40
2025
Q4 		$422K Buy
2,766
+422
+18% +$64.3K 0.27% 41
2025
Q3 		$364K Sell
2,344
-377
-14% -$58.4K 0.32% 45
2025
Q2 		$390K Buy
2,721
+230
+9% +$32.4K 0.34% 45
2025
Q1 		$417K Sell
2,491
-62
-2% -$9.71K 0.34% 47
2024
Q4 		$370K Buy
2,553
+41
+2% +$6.28K 0.27% 47
2024
Q3 		$370K Buy
2,512
+94
+4% +$14K 0.23% 47
2024
Q2 		$378K Buy
2,418
+421
+21% +$67.1K 0.25% 44
2024
Q1 		$318K Sell
1,997
-106
-5% -$16K 0.22% 48
2023
Q4 		$314K Sell
2,103
-221
-10% -$33.4K 0.24% 44
2023
Q3 		$392K Sell
2,324
-11
-0.5% -$1.78K 0.32% 35
2023
Q2 		$367K Buy
2,335
+99
+4% +$15.9K 0.3% 36
2023
Q1 		$365K Sell
2,236
-922
-29% -$155K 0.32% 34
2022
Q4 		$567K Buy
3,158
+18
+0.6% +$3.14K 0.56% 26
2022
Q3 		$451K Buy
+3,140
New +$479K 0.46% 25

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

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

Archvest Wealth Advisors increased its Chevron (CVX) stake by 9.8% in Q2 2026, buying an estimated $40.8K and bringing the position to 2,461 shares worth $408K. The position accounts for 0.24% of the portfolio, ranked #47.

Archvest Wealth Advisors first reported a position in CVX in Q3 2022 and has held it in 16 quarters since. The position peaked at $567K in Q4 2022. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Archvest Wealth Advisors held 2,461 shares of Chevron worth $408K as of Q2 2026.
  • Archvest Wealth Advisors bought 219 Chevron shares in Q2 2026, an estimated $40.8K.
  • Chevron made up 0.24% of Archvest Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Archvest Wealth Advisors first reported a position in Chevron in Q3 2022 and has held it in 16 quarters since.
  • Archvest Wealth Advisors's Chevron position peaked at $567K in Q4 2022.
  • 4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.