Avondale Wealth Management’s Chevron CVX Stock Holding History

Avondale 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	$629K	Hold	3,797	–	–	0.26%	37
2026 Q1	$786K	Buy	+3,797	New	+$692K	0.39%	35
2023 Q4	–	Sell	-220	Closed	-$33.3K	–	121
2023 Q3	$37.1K	Hold	220	–	–	0.03%	88
2023 Q2	$34.6K	Hold	220	–	–	0.03%	91
2023 Q1	$35.9K	Sell	220 -500	-69%	-$83.8K	0.03%	91
2022 Q4	$129K	Buy	720 +500	+227%	+$87.3K	0.11%	44
2022 Q3	$32K	Hold	220	–	–	0.03%	82
2022 Q2	$32K	Hold	220	–	–	0.04%	74
2022 Q1	$36K	Hold	220	–	–	0.04%	71
2021 Q4	$26K	Buy	+220	New	+$25K	0.03%	84

Other funds holding CVX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Avondale Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 3,797 shares worth $629K. The position accounts for 0.26% of the portfolio, ranked #37.

Avondale Wealth Management first reported a position in CVX in Q4 2021 and has held it in 10 quarters since. The position peaked at $786K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Avondale Wealth Management held 3,797 shares of Chevron worth $629K as of Q2 2026.
Avondale Wealth Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.26% of Avondale Wealth Management's portfolio in Q2 2026, its #37 holding.
Avondale Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 10 quarters since.
Avondale Wealth Management's Chevron position peaked at $786K in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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