Carolina Wealth Advisors’s Chevron CVX Stock Holding History

Carolina 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	–	Sell	-10	Closed	-$2.07K	–	283
2026 Q1	$2.07K	Buy	+10	New	+$1.82K	﹤0.01%	257
2025 Q2	–	Sell	-46	Closed	-$7.7K	–	284
2025 Q1	$7.7K	Hold	46	–	–	﹤0.01%	151
2024 Q4	$6.66K	Sell	46 -239	-84%	-$36.6K	﹤0.01%	169
2024 Q3	$42K	Buy	285 +46	+19%	+$6.85K	0.02%	125
2024 Q2	$37.4K	Sell	239 -14	-6%	-$2.23K	0.02%	104
2024 Q1	$39.9K	Hold	253	–	–	0.02%	111
2023 Q4	$37.7K	Hold	253	–	–	0.02%	122
2023 Q3	$42.7K	Hold	253	–	–	0.02%	127
2023 Q2	$39.8K	Hold	253	–	–	0.02%	112
2023 Q1	$41.3K	Hold	253	–	–	0.02%	115
2022 Q4	$45K	Buy	253 +14	+6%	+$2.44K	0.03%	103
2022 Q3	$34K	Hold	239	–	–	0.03%	108
2022 Q2	$35K	Hold	239	–	–	0.02%	127
2022 Q1	$39K	Hold	239	–	–	0.02%	132
2021 Q4	$28K	Hold	239	–	–	0.02%	155
2021 Q3	$24K	Hold	239	–	–	0.02%	154
2021 Q2	$25K	Hold	239	–	–	0.02%	155
2021 Q1	$25K	Sell	239 -35	-13%	-$3.42K	0.02%	161
2020 Q4	$23K	Hold	274	–	–	0.02%	111
2020 Q3	$20K	Hold	274	–	–	0.02%	101
2020 Q2	$24K	Sell	274 -30	-10%	-$2.69K	0.02%	80
2020 Q1	$22K	Buy	+304	New	+$30K	0.03%	69

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

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

Carolina Wealth Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 10 shares — an estimated $2.07K sold.

Carolina Wealth Advisors first reported a position in CVX in Q1 2020 and held it in 22 quarters. The position peaked at $45K in Q4 2022. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Carolina Wealth Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 10 Chevron shares in Q2 2026, an estimated $2.07K.
Carolina Wealth Advisors first reported a position in Chevron in Q1 2020 and held it in 22 quarters.
Carolina Wealth Advisors's Chevron position peaked at $45K in Q4 2022.
2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.