Avidian Wealth Enterprises’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.8M | Buy |
77,432
+5,129
| +7% | +$955K | 0.36% | 50 |
|
|
2026
Q1 | $15M | Buy |
72,303
+21,611
| +43% | +$3.94M | 0.47% | 35 |
|
|
2025
Q4 | $7.73M | Buy |
50,692
+3,894
| +8% | +$593K | 0.28% | 58 |
|
|
2025
Q3 | $7.27M | Buy |
46,798
+4,488
| +11% | +$695K | 0.27% | 59 |
|
|
2025
Q2 | $6.06M | Sell |
42,310
-511
| -1% | -$72K | 0.25% | 69 |
|
|
2025
Q1 | $7.16M | Buy |
42,821
+1,259
| +3% | +$197K | 0.32% | 53 |
|
|
2024
Q4 | $6.02M | Buy |
41,562
+82
| +0.2% | +$12.6K | 0.27% | 59 |
|
|
2024
Q3 | $6.11M | Buy |
41,480
+785
| +2% | +$117K | 0.28% | 61 |
|
|
2024
Q2 | $6.37M | Buy |
40,695
+4,176
| +11% | +$666K | 0.26% | 58 |
|
|
2024
Q1 | $5.76M | Buy |
36,519
+2,462
| +7% | +$372K | 0.28% | 58 |
|
|
2023
Q4 | $5.08M | Sell |
34,057
-1,475
| -4% | -$223K | 0.31% | 62 |
|
|
2023
Q3 | $5.99M | Buy |
35,532
+842
| +2% | +$136K | 0.42% | 48 |
|
|
2023
Q2 | $5.46M | Sell |
34,690
-18,785
| -35% | -$3.01M | 0.36% | 62 |
|
|
2023
Q1 | $8.73M | Buy |
53,475
+1,724
| +3% | +$289K | 0.48% | 52 |
|
|
2022
Q4 | $9.29M | Buy |
51,751
+5,613
| +12% | +$979K | 0.6% | 34 |
|
|
2022
Q3 | $6.63M | Buy |
46,138
+1,142
| +3% | +$174K | 0.48% | 45 |
|
|
2022
Q2 | $6.51M | Buy |
44,996
+212
| +0.5% | +$35K | 0.46% | 47 |
|
|
2022
Q1 | $7.29M | Sell |
44,784
-6,805
| -13% | -$976K | 0.45% | 43 |
|
|
2021
Q4 | $6.05M | Buy |
51,589
+5,123
| +11% | +$582K | 0.38% | 51 |
|
|
2021
Q3 | $4.71M | Buy |
46,466
+4,978
| +12% | +$497K | 0.36% | 48 |
|
|
2021
Q2 | $4.34M | Sell |
41,488
-663
| -2% | -$70K | 0.33% | 52 |
|
|
2021
Q1 | $4.42M | Sell |
42,151
-962
| -2% | -$93.9K | 0.38% | 45 |
|
|
2020
Q4 | $3.64M | Buy |
43,113
+5,270
| +14% | +$427K | 0.35% | 48 |
|
|
2020
Q3 | $2.73M | Buy |
37,843
+6,893
| +22% | +$580K | 0.31% | 56 |
|
|
2020
Q2 | $2.76M | Buy |
30,950
+2,921
| +10% | +$262K | 0.37% | 46 |
|
|
2020
Q1 | $2.03M | Buy |
28,029
+6,531
| +30% | +$645K | 0.33% | 42 |
|
|
2019
Q4 | $2.59M | Sell |
21,498
-935
| -4% | -$110K | 0.37% | 37 |
|
|
2019
Q3 | $2.66M | Buy |
22,433
+2,596
| +13% | +$315K | 0.44% | 30 |
|
|
2019
Q2 | $2.47M | Sell |
19,837
-3,319
| -14% | -$401K | 0.58% | 21 |
|
|
2019
Q1 | $2.85M | Sell |
23,156
-205
| -0.9% | -$24.3K | 0.63% | 22 |
|
|
2018
Q4 | $2.54M | Buy |
23,361
+15,528
| +198% | +$1.8M | 0.89% | 22 |
|
|
2018
Q3 | $958K | Sell |
7,833
-2,419
| -24% | -$293K | 0.3% | 37 |
|
|
2018
Q2 | $1.3M | Buy |
10,252
+6,709
| +189% | +$833K | 0.41% | 26 |
|
|
2018
Q1 | $404K | Sell |
3,543
-170
| -5% | -$20.3K | 0.14% | 59 |
|
|
2017
Q4 | $465K | Buy |
3,713
+134
| +4% | +$15.9K | 0.12% | 52 |
|
|
2017
Q3 | $421K | Buy |
3,579
+463
| +15% | +$50.5K | 0.16% | 53 |
|
|
2017
Q2 | $325K | Buy |
3,116
+192
| +7% | +$20.3K | 0.14% | 60 |
|
|
2017
Q1 | $314K | Sell |
2,924
-919
| -24% | -$103K | 0.12% | 60 |
|
|
2016
Q4 | $453K | Buy |
3,843
+1,146
| +42% | +$125K | 0.2% | 39 |
|
|
2016
Q3 | $13.1M | Sell |
2,697
-24
| -0.9% | -$2.45K | 5.32% | 7 |
|
|
2016
Q2 | $285K | Sell |
2,721
-342
| -11% | -$34.4K | 0.1% | 50 |
|
|
2016
Q1 | $292K | Buy |
3,063
+220
| +8% | +$19.2K | 0.16% | 44 |
|
|
2015
Q4 | $256K | Buy |
2,843
+3
| +0.1% | +$271 | 0.13% | 32 |
|
|
2015
Q3 | $224K | Buy |
2,840
+84
| +3% | +$7.07K | 0.14% | 26 |
|
|
2015
Q2 | $266K | Buy |
+2,756
| New | +$289K | 0.11% | 28 |
|
Other funds holding CVX
Avidian Wealth Enterprises's CVX Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its Chevron (CVX) stake by 7.1% in Q2 2026, buying an estimated $955K and bringing the position to 77,432 shares worth $12.8M. The position accounts for 0.36% of the portfolio, ranked #50.
Avidian Wealth Enterprises first reported a position in CVX in Q2 2015 and has held it in 45 quarters since. The position peaked at $15M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Avidian Wealth Enterprises held 77,432 shares of Chevron worth $12.8M as of Q2 2026.
- Avidian Wealth Enterprises bought 5,129 Chevron shares in Q2 2026, an estimated $955K.
- Chevron made up 0.36% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #50 holding.
- Avidian Wealth Enterprises first reported a position in Chevron in Q2 2015 and has held it in 45 quarters since.
- Avidian Wealth Enterprises's Chevron position peaked at $15M in Q1 2026.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.