AWAG
CVX icon

ARS Wealth Advisors Group’s Chevron CVX Stock Holding History

ARS Wealth Advisors Group’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 		$22.3M Buy
134,565
+1,349
+1% +$251K 1.75% 15
2026
Q1 		$27.6M Buy
133,216
+1,384
+1% +$252K 2.33% 14
2025
Q4 		$20.1M Buy
131,832
+3,240
+3% +$493K 1.81% 15
2025
Q3 		$20M Buy
128,592
+5,117
+4% +$792K 1.97% 15
2025
Q2 		$17.7M Buy
123,475
+4,594
+4% +$648K 2.04% 18
2025
Q1 		$19.9M Buy
118,881
+549
+0.5% +$85.9K 2.81% 11
2024
Q4 		$17.1M Buy
118,332
+375
+0.3% +$57.4K 2.35% 13
2024
Q3 		$17.4M Buy
117,957
+5,662
+5% +$843K 2.13% 17
2024
Q2 		$17.6M Buy
112,295
+52,938
+89% +$8.44M 2.28% 15
2024
Q1 		$9.36M Sell
59,357
-2,856
-5% -$431K 1.26% 26
2023
Q4 		$9.28M Sell
62,213
-4,231
-6% -$640K 1.37% 27
2023
Q3 		$11.2M Buy
66,444
+1,087
+2% +$176K 1.84% 18
2023
Q2 		$10.3M Sell
65,357
-2,407
-4% -$386K 1.63% 21
2023
Q1 		$11.1M Sell
67,764
-5,696
-8% -$955K 2.04% 15
2022
Q4 		$13.2M Sell
73,460
-5,770
-7% -$1.01M 2.17% 12
2022
Q3 		$11.4M Buy
79,230
+2,364
+3% +$361K 1.74% 16
2022
Q2 		$11.1M Buy
76,866
+67,959
+763% +$11.2M 1.53% 19
2022
Q1 		$1.45M Sell
8,907
-800
-8% -$115K 0.25% 50
2021
Q4 		$1.14M Buy
9,707
+881
+10% +$100K 0.19% 53
2021
Q3 		$895K Buy
+8,826
New +$880K 0.16% 57

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

ARS Wealth Advisors Group's CVX Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Chevron (CVX) stake by 1% in Q2 2026, buying an estimated $251K and bringing the position to 134,565 shares worth $22.3M. The position accounts for 1.75% of the portfolio, ranked #15.

ARS Wealth Advisors Group first reported a position in CVX in Q3 2021 and has held it in 20 quarters since. The position peaked at $27.6M in Q1 2026. 1,688 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ARS Wealth Advisors Group held 134,565 shares of Chevron worth $22.3M as of Q2 2026.
  • ARS Wealth Advisors Group bought 1,349 Chevron shares in Q2 2026, an estimated $251K.
  • Chevron made up 1.75% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #15 holding.
  • ARS Wealth Advisors Group first reported a position in Chevron in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Chevron position peaked at $27.6M in Q1 2026.
  • 1,688 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.