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Avion Wealth’s Chevron CVX Stock Holding History

Avion Wealth’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 		$713K Buy
4,306
+91
+2% +$16.9K 0.13% 46
2026
Q1 		$872K Buy
4,215
+81
+2% +$14.8K 0.18% 40
2025
Q4 		$630K Sell
4,134
-10
-0.2% -$1.52K 0.13% 47
2025
Q3 		$643K Buy
4,144
+200
+5% +$31K 0.14% 46
2025
Q2 		$564K Sell
3,944
-144
-4% -$20.3K 0.13% 48
2025
Q1 		$592K Hold
4,088
– – 0.15% 45
2024
Q4 		$592K Buy
4,088
+474
+13% +$72.6K 0.15% 45
2024
Q3 		$532K Buy
3,614
+34
+0.9% +$5.06K 0.14% 44
2024
Q2 		$560K Buy
3,580
+80
+2% +$12.8K 0.15% 43
2024
Q1 		$553K Buy
3,500
+13
+0.4% +$1.96K 0.15% 40
2023
Q4 		$520K Sell
3,487
-584
-14% -$88.3K 0.15% 43
2023
Q3 		$686K Sell
4,071
-912
-18% -$147K 0.2% 40
2023
Q2 		$784K Buy
4,983
+30
+0.6% +$4.81K 0.21% 39
2023
Q1 		$889K Buy
4,953
+24
+0.5% +$4.02K 0.24% 33
2022
Q4 		$708K Hold
4,929
– – 0.22% 38
2022
Q3 		$708K Buy
4,929
+26
+0.5% +$3.96K 0.22% 38
2022
Q2 		$710K Buy
4,903
+478
+11% +$79K 0.22% 38
2022
Q1 		$720K Sell
4,425
-559
-11% -$80.2K 0.21% 34
2021
Q4 		$585K Buy
4,984
+614
+14% +$69.7K 0.17% 36
2021
Q3 		$443K Sell
4,370
-100
-2% -$9.97K 0.13% 34
2021
Q2 		$468K Buy
4,470
+3,472
+348% +$367K 0.14% 31
2021
Q1 		$105K Sell
998
-772
-44% -$75.4K 0.04% 69
2020
Q4 		$149K Buy
1,770
+663
+60% +$53.7K 0.05% 50
2020
Q3 		$80K Buy
1,107
+4
+0.4% +$336 0.03% 69
2020
Q2 		$98K Buy
1,103
+4
+0.4% +$358 0.03% 57
2020
Q1 		$80K Buy
+1,099
New +$109K 0.03% 61

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Avion Wealth's CVX Position: Q2 2026 in Review

Avion Wealth increased its Chevron (CVX) stake by 2.2% in Q2 2026, buying an estimated $16.9K and bringing the position to 4,306 shares worth $713K. The position accounts for 0.13% of the portfolio, ranked #46.

Avion Wealth first reported a position in CVX in Q1 2020 and has held it in 26 quarters since. The position peaked at $889K in Q1 2023. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Avion Wealth held 4,306 shares of Chevron worth $713K as of Q2 2026.
  • Avion Wealth bought 91 Chevron shares in Q2 2026, an estimated $16.9K.
  • Chevron made up 0.13% of Avion Wealth's portfolio in Q2 2026, its #46 holding.
  • Avion Wealth first reported a position in Chevron in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Chevron position peaked at $889K in Q1 2023.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.