Centennial Wealth Advisory’s Chevron CVX Stock Holding History

Centennial Wealth Advisory’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	$1.05M	Buy	6,308 +4,441	+238%	+$827K	0.23%	63
2026 Q1	$386K	Sell	1,867 -5,477	-75%	-$999K	0.09%	121
2025 Q4	$1.12M	Buy	7,344 +208	+3%	+$31.7K	0.3%	48
2025 Q3	$1.11M	Buy	7,136 +534	+8%	+$82.7K	0.31%	47
2025 Q2	$947K	Buy	6,602 +2,422	+58%	+$341K	0.3%	49
2025 Q1	$700K	Buy	4,180 +232	+6%	+$36.3K	0.25%	48
2024 Q4	$572K	Sell	3,948 -1,505	-28%	-$230K	0.22%	56
2024 Q3	$803K	Buy	5,453 +299	+6%	+$44.5K	0.31%	32
2024 Q2	$806K	Sell	5,154 -603	-10%	-$96.2K	0.35%	38
2024 Q1	$908K	Buy	5,757 +124	+2%	+$18.7K	0.42%	39
2023 Q4	$840K	Sell	5,633 -66	-1%	-$9.98K	0.43%	38
2023 Q3	$961K	Sell	5,699 -26	-0.5%	-$4.2K	0.52%	42
2023 Q2	$901K	Sell	5,725 -1,929	-25%	-$309K	0.47%	41
2023 Q1	$1.25M	Buy	7,654 +1,572	+26%	+$264K	0.66%	36
2022 Q4	$1.09M	Buy	6,082 +1,904	+46%	+$332K	0.61%	37
2022 Q3	$600K	Sell	4,178 -919	-18%	-$140K	0.35%	40
2022 Q2	$738K	Buy	5,097 +2,994	+142%	+$495K	0.41%	44
2022 Q1	$342K	Buy	2,103 +121	+6%	+$17.4K	0.19%	62
2021 Q4	$233K	Buy	+1,982	New	+$225K	0.13%	79

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Centennial Wealth Advisory's CVX Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Chevron (CVX) stake by 238% in Q2 2026, buying an estimated $827K and bringing the position to 6,308 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #63.

Centennial Wealth Advisory first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q1 2023. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Centennial Wealth Advisory held 6,308 shares of Chevron worth $1.05M as of Q2 2026.
Centennial Wealth Advisory bought 4,441 Chevron shares in Q2 2026, an estimated $827K.
Chevron made up 0.23% of Centennial Wealth Advisory's portfolio in Q2 2026, its #63 holding.
Centennial Wealth Advisory first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Centennial Wealth Advisory's Chevron position peaked at $1.25M in Q1 2023.
772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.