Canvas Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$416K Sell
2,510
-85
-3% -$15.8K 0.06% 160
2026
Q1
$537K Buy
2,595
+85
+3% +$15.5K 0.09% 123
2025
Q4
$383K Sell
2,510
-439
-15% -$66.9K 0.07% 135
2025
Q3
$453K Buy
2,949
+680
+30% +$105K 0.08% 120
2025
Q2
$355K Buy
2,269
+403
+22% +$56.8K 0.07% 127
2025
Q1
$256K Sell
1,866
-161
-8% -$25.2K 0.07% 153
2024
Q4
$294K Sell
2,027
-1,030
-34% -$158K 0.07% 131
2024
Q3
$450K Buy
3,057
+1,186
+63% +$177K 0.12% 98
2024
Q2
$299K Buy
1,871
+80
+4% +$12.8K 0.09% 112
2024
Q1
$280K Buy
+1,791
New +$270K 0.09% 105
2023
Q2
Sell
-1,274
Closed -$213K 131
2023
Q1
$213K Sell
1,274
-134
-10% -$22.5K 0.09% 132
2022
Q4
$250K Buy
+1,408
New +$246K 0.1% 125

Other funds holding CVX

Canvas Wealth Advisors's CVX Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Chevron (CVX) stake by 3.3% in Q2 2026, selling an estimated $15.8K and leaving 2,510 shares worth $416K. The position accounts for 0.06% of the portfolio, ranked #160.

Canvas Wealth Advisors first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. The position peaked at $537K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Canvas Wealth Advisors held 2,510 shares of Chevron worth $416K as of Q2 2026.
  • Canvas Wealth Advisors sold 85 Chevron shares in Q2 2026, an estimated $15.8K.
  • Chevron made up 0.06% of Canvas Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Canvas Wealth Advisors first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
  • Canvas Wealth Advisors's Chevron position peaked at $537K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.