AWE
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Avidian Wealth Enterprises’s Chevron CVX Stock Holding History

Avidian Wealth Enterprises’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
2022
Q1 		– Sell
-200
Closed -$23K – 506
2021
Q4 		$23K Buy
+200
New +$22.7K ﹤0.01% 528
2020
Q3 		– Sell
-200
Closed -$1K – 286
2020
Q2 		$1K Buy
+200
New +$17.9K ﹤0.01% 259

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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. 2,046 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.
  • 2,046 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.