Avior Wealth Management’s Chevron CVX Stock Holding History

Avior 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	$3.99M	Buy	24,085 +390	+2%	+$72.6K	0.11%	172
2026 Q1	$4.9M	Buy	23,695 +2,503	+12%	+$456K	0.14%	139
2025 Q4	$3.23M	Sell	21,192 -195	-0.9%	-$29.7K	0.1%	151
2025 Q3	$3.32M	Buy	21,387 +2,349	+12%	+$364K	0.11%	145
2025 Q2	$2.73M	Sell	19,038 -5,976	-24%	-$842K	0.09%	152
2025 Q1	$4.18M	Sell	25,014 -1,548	-6%	-$242K	0.16%	107
2024 Q4	$3.85M	Sell	26,562 -555	-2%	-$85K	0.14%	116
2024 Q3	$3.99M	Sell	27,117 -1,257	-4%	-$187K	0.16%	111
2024 Q2	$4.44M	Sell	28,374 -3,959	-12%	-$631K	0.19%	93
2024 Q1	$5.1M	Buy	32,333 +11,535	+55%	+$1.74M	0.24%	80
2023 Q4	$3.1M	Sell	20,798 -2,104	-9%	-$318K	0.19%	99
2023 Q3	$3.86M	Sell	22,902 -2,388	-9%	-$386K	0.26%	72
2023 Q2	$3.98M	Sell	25,290 -1,764	-7%	-$283K	0.26%	76
2023 Q1	$4.41M	Buy	27,054 +216	+0.8%	+$36.2K	0.3%	68
2022 Q4	$4.82M	Sell	26,838 -715	-3%	-$125K	0.36%	63
2022 Q3	$3.96M	Buy	27,553 +9,327	+51%	+$1.42M	0.33%	60
2022 Q2	$2.64M	Sell	18,226 -3,244	-15%	-$536K	0.27%	78
2022 Q1	$3.5M	Buy	21,470 +148	+0.7%	+$21.2K	0.3%	70
2021 Q4	$2.5M	Buy	21,322 +3,203	+18%	+$364K	0.21%	96
2021 Q3	$1.84M	Sell	18,119 -178	-1%	-$17.8K	0.15%	115
2021 Q2	$1.92M	Sell	18,297 -58	-0.3%	-$6.12K	0.19%	107
2021 Q1	$1.92M	Sell	18,355 -1,073	-6%	-$105K	0.21%	107
2020 Q4	$1.64M	Sell	19,428 -2,606	-12%	-$211K	0.2%	106
2020 Q3	$1.59M	Buy	22,034 +4,666	+27%	+$392K	0.23%	100
2020 Q2	$1.55M	Buy	17,368 +3,117	+22%	+$279K	0.24%	103
2020 Q1	$1.03M	Sell	14,251 -556	-4%	-$54.9K	0.2%	120
2019 Q4	$1.78M	Buy	14,807 +1,052	+8%	+$124K	0.29%	91
2019 Q3	$1.63M	Sell	13,755 -3,885	-22%	-$472K	0.29%	93
2019 Q2	$2.19M	Buy	17,640 +2,124	+14%	+$257K	0.39%	67
2019 Q1	$1.9M	Sell	15,516 -570	-4%	-$67.4K	0.4%	63
2018 Q4	$1.76M	Buy	16,086 +149	+0.9%	+$17.3K	0.42%	60
2018 Q3	$1.94M	Buy	15,937 +830	+5%	+$101K	0.41%	66
2018 Q2	$1.9M	Buy	15,107 +794	+6%	+$98.6K	0.43%	62
2018 Q1	$1.64M	Sell	14,313 -1,783	-11%	-$213K	0.38%	75
2017 Q4	$206K	Buy	16,096 +2,521	+19%	+$299K	0.05%	324
2017 Q3	$1.58M	Sell	13,575 -174	-1%	-$19K	0.52%	62
2017 Q2	$1.43M	Sell	13,749 -1,602	-10%	-$170K	0.58%	56
2017 Q1	$1.64M	Sell	15,351 -1,710	-10%	-$192K	0.55%	58
2016 Q4	$1.99M	Sell	17,061 -6,395	-27%	-$696K	0.74%	33
2016 Q3	$2.41M	Sell	23,456 -1,784	-7%	-$182K	0.94%	30
2016 Q2	$2.64M	Sell	25,240 -1,009	-4%	-$101K	1.12%	23
2016 Q1	$2.5M	Buy	26,249 +1,297	+5%	+$113K	1.11%	22
2015 Q4	$2.25M	Buy	24,952 +113	+0.5%	+$10.2K	1.23%	17
2015 Q3	$1.96M	Buy	24,839 +11,742	+90%	+$988K	1.15%	23
2015 Q2	$1.26M	Buy	13,097 +9,331	+248%	+$980K	0.99%	27
2015 Q1	$396K	Buy	3,766 +1,453	+63%	+$155K	0.31%	50
2014 Q4	$260K	Buy	2,313 +1,086	+89%	+$123K	0.21%	54
2014 Q3	$146K	Buy	1,227 +4	+0.3%	+$510	0.12%	71
2014 Q2	$160K	Sell	1,223 -437	-26%	-$54.4K	0.13%	65
2014 Q1	$197K	Buy	+1,660	New	+$193K	0.16%	58

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Avior Wealth Management increased its Chevron (CVX) stake by 1.6% in Q2 2026, buying an estimated $72.6K and bringing the position to 24,085 shares worth $3.99M. The position accounts for 0.11% of the portfolio, ranked #172.

Avior Wealth Management first reported a position in CVX in Q1 2014 and has held it in 50 quarters since. The position peaked at $5.1M in Q1 2024. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Avior Wealth Management held 24,085 shares of Chevron worth $3.99M as of Q2 2026.
Avior Wealth Management bought 390 Chevron shares in Q2 2026, an estimated $72.6K.
Chevron made up 0.11% of Avior Wealth Management's portfolio in Q2 2026, its #172 holding.
Avior Wealth Management first reported a position in Chevron in Q1 2014 and has held it in 50 quarters since.
Avior Wealth Management's Chevron position peaked at $5.1M in Q1 2024.
2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.