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Arkadios Wealth Advisors’s Chevron CVX Stock Holding History

Arkadios 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 		$24.9M Sell
150,387
-4,790
-3% -$892K 0.38% 47
2026
Q1 		$32.1M Buy
155,177
+6,254
+4% +$1.14M 0.52% 35
2025
Q4 		$22.7M Buy
148,923
+23,845
+19% +$3.63M 0.44% 39
2025
Q3 		$19.4M Buy
125,078
+11,547
+10% +$1.79M 0.47% 35
2025
Q2 		$16.3M Buy
113,531
+9,486
+9% +$1.34M 0.48% 34
2025
Q1 		$17.4M Buy
104,045
+22,631
+28% +$3.54M 0.66% 24
2024
Q4 		$11.8M Buy
81,414
+2,445
+3% +$374K 0.64% 23
2024
Q3 		$11.6M Buy
78,969
+8,974
+13% +$1.34M 0.66% 22
2024
Q2 		$10.9M Buy
69,995
+16,719
+31% +$2.67M 0.74% 22
2024
Q1 		$8.4M Buy
53,276
+6,544
+14% +$987K 0.65% 29
2023
Q4 		$6.97M Buy
46,732
+21,281
+84% +$3.22M 0.59% 34
2023
Q3 		$4.29M Buy
25,451
+3,442
+16% +$556K 0.41% 54
2023
Q2 		$3.46M Buy
22,009
+7
+0% +$1.12K 0.4% 58
2023
Q1 		$3.59M Buy
22,002
+5,229
+31% +$877K 0.43% 56
2022
Q4 		$3.01M Buy
16,773
+5,130
+44% +$895K 0.4% 64
2022
Q3 		$1.67M Buy
11,643
+3,330
+40% +$508K 0.25% 105
2022
Q2 		$1.2M Sell
8,313
-164
-2% -$27.1K 0.18% 151
2022
Q1 		$1.38M Buy
8,477
+107
+1% +$15.3K 0.18% 139
2021
Q4 		$982K Sell
8,370
-4,442
-35% -$505K 0.13% 184
2021
Q3 		$1.3M Sell
12,812
-1,044
-8% -$104K 0.19% 128
2021
Q2 		$1.45M Buy
13,856
+7,265
+110% +$767K 0.18% 144
2021
Q1 		$690K Buy
6,591
+1,018
+18% +$99.4K 0.11% 205
2020
Q4 		$470K Buy
5,573
+3,371
+153% +$273K 0.1% 209
2020
Q3 		$161K Buy
2,202
+6
+0.3% +$505 0.08% 212
2020
Q2 		$194K Buy
2,196
+194
+10% +$17.4K 0.11% 156
2020
Q1 		$145K Sell
2,002
-300
-13% -$29.6K 0.09% 183
2019
Q4 		$257K Buy
+2,302
New +$271K 0.15% 128

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

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

Arkadios Wealth Advisors reduced its Chevron (CVX) stake by 3.1% in Q2 2026, selling an estimated $892K and leaving 150,387 shares worth $24.9M. The position accounts for 0.38% of the portfolio, ranked #47.

Arkadios Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.1M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Arkadios Wealth Advisors held 150,387 shares of Chevron worth $24.9M as of Q2 2026.
  • Arkadios Wealth Advisors sold 4,790 Chevron shares in Q2 2026, an estimated $892K.
  • Chevron made up 0.38% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Arkadios Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Chevron position peaked at $32.1M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.