AWM
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Avaii Wealth Management’s Chevron CVX Stock Holding History

Avaii 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 		$478K Buy
2,884
+764
+36% +$142K 0.14% 96
2026
Q1 		$439K Sell
2,120
-43,372
-95% -$7.91M 0.15% 83
2025
Q4 		$6.93M Buy
45,492
+533
+1% +$81.2K 2.51% 16
2025
Q3 		$6.98M Buy
44,959
+42,774
+1,958% +$6.62M 2.66% 14
2025
Q2 		$313K Buy
+2,185
New +$308K 0.14% 93
2024
Q2 		– Sell
-1,332
Closed -$210K – 146
2024
Q1 		$210K Sell
1,332
-12
-0.9% -$1.81K 0.12% 134
2023
Q4 		$200K Sell
1,344
-167
-11% -$25.3K 0.13% 138
2023
Q3 		$255K Buy
1,511
+101
+7% +$16.3K 0.19% 111
2023
Q2 		$222K Sell
1,410
-418
-23% -$67K 0.17% 132
2023
Q1 		$298K Buy
1,828
+319
+21% +$53.5K 0.26% 92
2022
Q4 		$271K Buy
+1,509
New +$263K 0.24% 97

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

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

Avaii Wealth Management increased its Chevron (CVX) stake by 36% in Q2 2026, buying an estimated $142K and bringing the position to 2,884 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #96.

Avaii Wealth Management first reported a position in CVX in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.98M in Q3 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Avaii Wealth Management held 2,884 shares of Chevron worth $478K as of Q2 2026.
  • Avaii Wealth Management bought 764 Chevron shares in Q2 2026, an estimated $142K.
  • Chevron made up 0.14% of Avaii Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Avaii Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 11 quarters since.
  • Avaii Wealth Management's Chevron position peaked at $6.98M in Q3 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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