AWM
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Aviso Wealth Management’s Chevron CVX Stock Holding History

Aviso 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 		$3.49M Sell
21,049
-283
-1% -$52.7K 1.19% 20
2026
Q1 		$4.41M Buy
21,332
+34
+0.2% +$6.2K 1.99% 12
2025
Q4 		$3.25M Buy
21,298
+1,367
+7% +$208K 1.36% 20
2025
Q3 		$3.1M Buy
19,931
+1,220
+7% +$189K 1.35% 19
2025
Q2 		$2.68M Buy
18,711
+3,276
+21% +$462K 1.25% 19
2025
Q1 		$2.58M Buy
15,435
+1,561
+11% +$244K 1.37% 17
2024
Q4 		$2.01M Buy
13,874
+7,695
+125% +$1.18M 1.03% 19
2024
Q3 		$910K Buy
6,179
+1,142
+23% +$170K 0.49% 55
2024
Q2 		$788K Sell
5,037
-1,554
-24% -$248K 0.47% 58
2024
Q1 		$1.04M Buy
6,591
+2,947
+81% +$445K 0.66% 41
2023
Q4 		$543K Buy
+3,644
New +$551K 0.39% 62

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Aviso Wealth Management reduced its Chevron (CVX) stake by 1.3% in Q2 2026, selling an estimated $52.7K and leaving 21,049 shares worth $3.49M. The position accounts for 1.19% of the portfolio, ranked #20.

Aviso Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.41M in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aviso Wealth Management held 21,049 shares of Chevron worth $3.49M as of Q2 2026.
  • Aviso Wealth Management sold 283 Chevron shares in Q2 2026, an estimated $52.7K.
  • Chevron made up 1.19% of Aviso Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Aviso Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Chevron position peaked at $4.41M in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.