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	$119K	Sell	708 -69,892	-99%	-$13M	0.01%	825
2026 Q1	$149K	Buy	70,600 +70,100	+14,020%	+$12.8M	0.01%	756
2025 Q4	$76.2K	Sell	500 -99,500	-100%	-$15.2M	﹤0.01%	954
2025 Q3	$155K	Buy	100,000 +98,500	+6,567%	+$15.3M	0.01%	921
2025 Q2	$215K	Buy	+1,500	New	+$211K	0.01%	866

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

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. 1,542 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.
1,542 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.