CAWM
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Capital Advisors Wealth Management’s Chevron CVX Stock Holding History

Capital Advisors 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 		$1.79M Buy
10,790
+303
+3% +$56.4K 0.21% 72
2026
Q1 		$2.17M Buy
10,487
+608
+6% +$111K 0.29% 62
2025
Q4 		$1.51M Sell
9,879
-162
-2% -$24.7K 0.21% 72
2025
Q3 		$1.56M Buy
10,041
+172
+2% +$26.6K 0.22% 65
2025
Q2 		$1.41M Sell
9,869
-688
-7% -$97K 0.22% 62
2025
Q1 		$1.77M Sell
10,557
-5,754
-35% -$901K 0.31% 53
2024
Q4 		$2.36M Buy
16,311
+165
+1% +$25.3K 0.42% 45
2024
Q3 		$2.38M Sell
16,146
-355
-2% -$52.8K 0.44% 43
2024
Q2 		$2.58M Buy
16,501
+1,077
+7% +$172K 0.51% 39
2024
Q1 		$2.43M Buy
15,424
+634
+4% +$95.7K 0.5% 38
2023
Q4 		$2.21M Sell
14,790
-530
-3% -$80.2K 0.5% 38
2023
Q3 		$2.58M Buy
15,320
+442
+3% +$71.4K 0.67% 33
2023
Q2 		$2.34M Buy
14,878
+579
+4% +$92.8K 0.6% 37
2023
Q1 		$2.33M Buy
14,299
+435
+3% +$72.9K 0.65% 36
2022
Q4 		$2.49M Sell
13,864
-2,396
-15% -$418K 0.75% 30
2022
Q3 		$2.34M Buy
16,260
+4,768
+41% +$727K 0.78% 30
2022
Q2 		$1.66M Buy
11,492
+2,318
+25% +$383K 0.54% 33
2022
Q1 		$1.49M Buy
9,174
+802
+10% +$115K 0.46% 40
2021
Q4 		$982K Buy
8,372
+889
+12% +$101K 0.3% 46
2021
Q3 		$759K Buy
7,483
+1,019
+16% +$102K 0.27% 50
2021
Q2 		$677K Buy
6,464
+1,243
+24% +$131K 0.25% 52
2021
Q1 		$547K Buy
+5,221
New +$510K 0.24% 56

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Capital Advisors Wealth Management's CVX Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Chevron (CVX) stake by 2.9% in Q2 2026, buying an estimated $56.4K and bringing the position to 10,790 shares worth $1.79M. The position accounts for 0.21% of the portfolio, ranked #72.

Capital Advisors Wealth Management first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.58M in Q3 2023. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Capital Advisors Wealth Management held 10,790 shares of Chevron worth $1.79M as of Q2 2026.
  • Capital Advisors Wealth Management bought 303 Chevron shares in Q2 2026, an estimated $56.4K.
  • Chevron made up 0.21% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Capital Advisors Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's Chevron position peaked at $2.58M in Q3 2023.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.