Benchmark Financial Wealth Advisors’s Chevron CVX Stock Holding History

Benchmark Financial 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	$575K	Buy	3,470 +271	+8%	+$50.4K	0.14%	79
2026 Q1	$662K	Buy	3,199 +929	+41%	+$169K	0.18%	65
2025 Q4	$346K	Buy	2,270 +251	+12%	+$38.2K	0.1%	90
2025 Q3	$313K	Buy	2,019 +293	+17%	+$45.4K	0.09%	91
2025 Q2	$247K	Sell	1,726 -57	-3%	-$8.04K	0.08%	97
2025 Q1	$298K	Buy	+1,783	New	+$279K	0.11%	81
2019 Q3	–	Sell	-1,880	Closed	-$234K	–	35
2019 Q2	$234K	Buy	1,880 +128	+7%	+$15.5K	0.23%	31
2019 Q1	$216K	Buy	+1,752	New	+$207K	0.23%	32

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

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

Benchmark Financial Wealth Advisors's CVX Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Chevron (CVX) stake by 8.5% in Q2 2026, buying an estimated $50.4K and bringing the position to 3,470 shares worth $575K. The position accounts for 0.14% of the portfolio, ranked #79.

Benchmark Financial Wealth Advisors first reported a position in CVX in Q1 2019 and has held it in 8 quarters since. The position peaked at $662K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Benchmark Financial Wealth Advisors held 3,470 shares of Chevron worth $575K as of Q2 2026.
Benchmark Financial Wealth Advisors bought 271 Chevron shares in Q2 2026, an estimated $50.4K.
Chevron made up 0.14% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Benchmark Financial Wealth Advisors first reported a position in Chevron in Q1 2019 and has held it in 8 quarters since.
Benchmark Financial Wealth Advisors's Chevron position peaked at $662K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.