Avantax Advisory Services’s Chevron CVX Stock Holding History

Avantax Advisory Services’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
2025 Q2	$43.9M	Buy	306,855 +47,502	+18%	+$6.7M	0.24%	59
2025 Q1	$43.4M	Buy	259,353 +36,767	+17%	+$5.76M	0.26%	55
2024 Q4	$32.2M	Sell	222,586 -25,667	-10%	-$3.93M	0.2%	75
2024 Q3	$36.6M	Sell	248,253 -860	-0.3%	-$128K	0.24%	61
2024 Q2	$39M	Buy	249,113 +106,421	+75%	+$17M	0.28%	48
2024 Q1	$22.5M	Sell	142,692 -15,330	-10%	-$2.31M	0.2%	81
2023 Q4	$23.6M	Sell	158,022 -11,891	-7%	-$1.8M	0.23%	62
2023 Q3	$28.7M	Buy	169,913 +16,427	+11%	+$2.65M	0.32%	36
2023 Q2	$24.2M	Sell	153,486 -2,328	-1%	-$373K	0.28%	50
2023 Q1	$25.4M	Buy	155,814 +10,693	+7%	+$1.79M	0.31%	37
2022 Q4	$26M	Sell	145,121 -21,361	-13%	-$3.73M	0.35%	35
2022 Q3	$23.9M	Buy	166,482 +20,899	+14%	+$3.19M	0.37%	32
2022 Q2	$21.1M	Buy	145,583 +5,841	+4%	+$966K	0.32%	42
2022 Q1	$22.7M	Sell	139,742 -15,355	-10%	-$2.2M	0.31%	41
2021 Q4	$18.2M	Buy	155,097 +19,478	+14%	+$2.21M	0.27%	58
2021 Q3	$13.7M	Buy	135,619 +7,373	+6%	+$735K	0.23%	67
2021 Q2	$13.4M	Buy	128,246 +17,300	+16%	+$1.83M	0.24%	68
2021 Q1	$11.6M	Buy	110,946 +2,947	+3%	+$288K	0.25%	69
2020 Q4	$9.12M	Sell	107,999 -154,342	-59%	-$12.5M	0.22%	79
2020 Q3	$18.9M	Buy	262,341 +169,595	+183%	+$14.3M	0.3%	57
2020 Q2	$8.27M	Buy	92,746 +11,046	+14%	+$989K	0.24%	75
2020 Q1	$5.91M	Sell	81,700 -4,317	-5%	-$427K	0.18%	88
2019 Q4	$10.4M	Buy	86,017 +6,205	+8%	+$731K	0.24%	66
2019 Q3	$9.47M	Buy	79,812 +4,066	+5%	+$494K	0.38%	35
2019 Q2	$9.43M	Sell	75,746 -458	-0.6%	-$55.4K	0.42%	31
2019 Q1	$9.39M	Buy	76,204 +7,493	+11%	+$886K	0.5%	20
2018 Q4	$7.47M	Buy	+68,711	New	+$7.96M	1.26%	14

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's CVX Position: Q2 2025 in Review

Avantax Advisory Services increased its Chevron (CVX) stake by 18% in Q2 2025, buying an estimated $6.7M and bringing the position to 306,855 shares worth $43.9M. The position accounts for 0.24% of the portfolio, ranked #59.

Avantax Advisory Services first reported a position in CVX in Q4 2018 and has held it in 27 quarters since. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Avantax Advisory Services held 306,855 shares of Chevron worth $43.9M as of Q2 2025.
Avantax Advisory Services bought 47,502 Chevron shares in Q2 2025, an estimated $6.7M.
Chevron made up 0.24% of Avantax Advisory Services's portfolio in Q2 2025, its #59 holding.
Avantax Advisory Services first reported a position in Chevron in Q4 2018 and has held it in 27 quarters since.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.