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Atlas Private Wealth Advisors’s Chevron CVX Stock Holding History

Atlas Private 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 		$373K Sell
2,251
-113
-5% -$21K 0.08% 101
2026
Q1 		$489K Sell
2,364
-515
-18% -$93.9K 0.12% 82
2025
Q4 		$439K Sell
2,879
-968
-25% -$147K 0.1% 90
2025
Q3 		$597K Sell
3,847
-2,765
-42% -$428K 0.15% 75
2025
Q2 		$946K Sell
6,612
-1,857
-22% -$262K 0.12% 86
2025
Q1 		$1.42M Sell
8,469
-3,118
-27% -$488K 0.2% 63
2024
Q4 		$1.68M Buy
11,587
+212
+2% +$32.5K 0.24% 57
2024
Q3 		$1.68M Buy
11,375
+78
+0.7% +$11.6K 0.24% 52
2024
Q2 		$1.77M Buy
11,297
+5,802
+106% +$925K 0.29% 48
2024
Q1 		$867K Sell
5,495
-6,067
-52% -$916K 0.29% 45
2023
Q4 		$1.72M Sell
11,562
-48
-0.4% -$7.26K 0.32% 41
2023
Q3 		$1.96M Buy
11,610
+2,046
+21% +$330K 0.37% 46
2023
Q2 		$1.5M Buy
9,564
+5,128
+116% +$822K 0.3% 61
2023
Q1 		$724K Sell
4,436
-332
-7% -$55.7K 0.33% 61
2022
Q4 		$856K Sell
4,768
-195
-4% -$34K 0.46% 45
2022
Q3 		$713K Buy
4,963
+254
+5% +$38.7K 0.43% 57
2022
Q2 		$682K Sell
4,709
-718
-13% -$119K 0.41% 62
2022
Q1 		$884K Sell
5,427
-7,864
-59% -$1.13M 0.39% 54
2021
Q4 		$1.56M Sell
13,291
-29
-0.2% -$3.29K 0.72% 39
2021
Q3 		$1.35M Buy
13,320
+628
+5% +$62.6K 0.71% 27
2021
Q2 		$1.33M Sell
12,692
-25
-0.2% -$2.64K 0.72% 26
2021
Q1 		$1.33M Buy
12,717
+977
+8% +$95.4K 0.74% 27
2020
Q4 		$991K Buy
11,740
+1,923
+20% +$156K 0.66% 32
2020
Q3 		$707K Buy
9,817
+971
+11% +$81.7K 0.59% 37
2020
Q2 		$789K Buy
+8,846
New +$792K 0.7% 30

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Atlas Private Wealth Advisors's CVX Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Chevron (CVX) stake by 4.8% in Q2 2026, selling an estimated $21K and leaving 2,251 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #101.

Atlas Private Wealth Advisors first reported a position in CVX in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.96M in Q3 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Atlas Private Wealth Advisors held 2,251 shares of Chevron worth $373K as of Q2 2026.
  • Atlas Private Wealth Advisors sold 113 Chevron shares in Q2 2026, an estimated $21K.
  • Chevron made up 0.08% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Atlas Private Wealth Advisors first reported a position in Chevron in Q2 2020 and has held it in 25 quarters since.
  • Atlas Private Wealth Advisors's Chevron position peaked at $1.96M in Q3 2023.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.