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B. Riley Wealth Advisors’s Chevron CVX Stock Holding History

B. Riley Wealth Advisors’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 		$4.43M Sell
26,293
-620
-2% -$115K 0.24% 98
2026
Q1 		$5.67M Sell
26,913
-3,623
-12% -$661K 0.36% 71
2025
Q4 		$4.65M Sell
30,536
-1,833
-6% -$279K 0.21% 99
2025
Q3 		$5.03M Sell
32,369
-1,149
-3% -$178K 0.23% 86
2025
Q2 		$4.8M Buy
+33,518
New +$4.73M 0.23% 97
2024
Q4 		$11.8M Sell
81,570
-5,396
-6% -$826K 0.39% 48
2024
Q3 		$13M Sell
86,966
-25,830
-23% -$3.84M 0.36% 53
2024
Q2 		$17.6M Sell
112,796
-9,029
-7% -$1.44M 0.45% 33
2024
Q1 		$20.5M Sell
121,825
-4,853
-4% -$732K 0.56% 33
2023
Q4 		$18.9M Buy
126,678
+4,853
+4% +$734K 0.51% 31
2023
Q3 		$20.5M Sell
121,825
-222,637
-65% -$36M 0.56% 33
2023
Q2 		$54.2M Buy
344,462
+221,824
+181% +$35.6M 1.22% 9
2023
Q1 		$20M Buy
122,638
+4,561
+4% +$765K 0.53% 34
2022
Q4 		$21.2M Buy
118,077
+1,864
+2% +$325K 0.59% 28
2022
Q3 		$16.7M Buy
116,213
+61,137
+111% +$9.32M 0.5% 37
2022
Q2 		$7.98M Sell
55,076
-2,759
-5% -$456K 0.34% 64
2022
Q1 		$9.42M Buy
57,835
+5,425
+10% +$778K 0.31% 66
2021
Q4 		$6.15M Buy
52,410
+5,238
+11% +$595K 0.18% 122
2021
Q3 		$4.79M Buy
47,172
+4,571
+11% +$456K 0.15% 149
2021
Q2 		$4.46M Buy
42,601
+4,451
+12% +$470K 0.15% 167
2021
Q1 		$3.99M Buy
38,150
+5,232
+16% +$511K 0.14% 168
2020
Q4 		$2.78M Sell
32,918
-12,269
-27% -$993K 0.15% 156
2020
Q3 		$3.4M Buy
45,187
+4,894
+12% +$412K 0.18% 131
2020
Q2 		$3.6M Sell
40,293
-1,277
-3% -$114K 0.24% 103
2020
Q1 		$3.01M Sell
41,570
-6,183
-13% -$611K 0.26% 94
2019
Q4 		$5.75M Buy
47,753
+15,763
+49% +$1.86M 0.49% 43
2019
Q3 		$3.79M Buy
31,990
+1,995
+7% +$242K 0.37% 56
2019
Q2 		$3.73M Sell
29,995
-184
-0.6% -$22.2K 0.41% 53
2019
Q1 		$3.72M Sell
30,179
-1,757
-6% -$208K 0.46% 49
2018
Q4 		$3.48M Sell
31,936
-936
-3% -$108K 0.49% 44
2018
Q3 		$4.02M Sell
32,872
-1,213
-4% -$147K 0.48% 46
2018
Q2 		$4.31M Buy
34,085
+2,267
+7% +$281K 0.57% 39
2018
Q1 		$3.63M Buy
31,818
+219
+0.7% +$26.2K 0.51% 41
2017
Q4 		$3.96M Sell
31,599
-298
-0.9% -$35.3K 0.53% 40
2017
Q3 		$3.75M Sell
31,897
-501
-2% -$54.7K 0.62% 36
2017
Q2 		$3.38M Buy
32,398
+414
+1% +$43.9K 0.61% 33
2017
Q1 		$3.44M Sell
31,984
-1,555
-5% -$174K 0.69% 33
2016
Q4 		$3.95M Sell
33,539
-14,475
-30% -$1.58M 0.8% 24
2016
Q3 		$4.29M Sell
48,014
-3,425
-7% -$350K 0.84% 16
2016
Q2 		$4.69M Buy
51,439
+1,752
+4% +$176K 0.94% 11
2016
Q1 		$4.08M Buy
49,687
+1,734
+4% +$152K 0.94% 13
2015
Q4 		$4.32M Buy
47,953
+237
+0.5% +$21.4K 0.87% 15
2015
Q3 		$3.76M Buy
47,716
+3,301
+7% +$278K 0.9% 14
2015
Q2 		$4.29M Sell
44,415
-3,876
-8% -$407K 1.07% 9
2015
Q1 		$5.07M Sell
48,291
-6,926
-13% -$739K 1.24% 5
2014
Q4 		$33K Buy
55,217
+19,327
+54% +$2.2M 0.7% 14
2014
Q3 		$4.28M Sell
35,890
-41,446
-54% -$5.29M 1.11% 4
2014
Q2 		$5.42M Buy
77,336
+39,820
+106% +$4.95M 1.27% 2
2014
Q1 		$4.46M Buy
37,516
+759
+2% +$88.3K 1.35% 4
2013
Q4 		$4.59M Buy
36,757
+151
+0.4% +$18.3K 1.47% 5
2013
Q3 		$4.45M Buy
36,606
+995
+3% +$122K 1.52% 5
2013
Q2 		$4.21M Buy
+35,611
New +$4.3M 1.43% 6

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

B. Riley Wealth Advisors's CVX Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Chevron (CVX) stake by 2.3% in Q2 2026, selling an estimated $115K and leaving 26,293 shares worth $4.43M. The position accounts for 0.24% of the portfolio, ranked #98.

B. Riley Wealth Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.2M in Q2 2023. 1,452 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • B. Riley Wealth Advisors held 26,293 shares of Chevron worth $4.43M as of Q2 2026.
  • B. Riley Wealth Advisors sold 620 Chevron shares in Q2 2026, an estimated $115K.
  • Chevron made up 0.24% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • B. Riley Wealth Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Chevron position peaked at $54.2M in Q2 2023.
  • 1,452 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.