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Cerro Pacific Wealth Advisors’s Chevron CVX Stock Holding History

Cerro Pacific 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 		$5.43M Buy
32,755
+120
+0.4% +$22.3K 1.23% 24
2026
Q1 		$6.75M Buy
32,635
+1,182
+4% +$216K 1.77% 20
2025
Q4 		$4.79M Buy
31,453
+6,975
+28% +$1.06M 1.29% 23
2025
Q3 		$3.8M Sell
24,478
-405
-2% -$62.7K 1.04% 25
2025
Q2 		$3.56M Sell
24,883
-2,741
-10% -$386K 0.99% 26
2025
Q1 		$4M Sell
27,624
-5,937
-18% -$929K 1.3% 21
2024
Q4 		$4.94M Sell
33,561
-51
-0.2% -$7.81K 1.64% 19
2024
Q3 		$5.26M Buy
33,612
+6,035
+22% +$898K 1.99% 13
2024
Q2 		$4.31M Buy
+27,577
New +$4.4M 1.65% 13
2023
Q1 		$3.99M Buy
24,452
+177
+0.7% +$29.7K 2.21% 11
2022
Q4 		$4.36M Buy
24,275
+116
+0.5% +$20.2K 2.31% 8
2022
Q3 		$3.47M Buy
24,159
+14,346
+146% +$2.19M 2.11% 10
2022
Q2 		$1.42M Sell
9,813
-748
-7% -$124K 0.89% 26
2022
Q1 		$1.72M Sell
10,561
-368
-3% -$52.8K 1.05% 21
2021
Q4 		$1.28M Sell
10,929
-1,426
-12% -$162K 0.81% 27
2021
Q3 		$1.25M Sell
12,355
-3,910
-24% -$390K 0.9% 23
2021
Q2 		$1.7M Buy
+16,265
New +$1.72M 1.26% 15
2020
Q4 		$2.88M Buy
+34,100
New +$2.76M 1.72% 11

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cerro Pacific Wealth Advisors's CVX Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Chevron (CVX) stake by 0.37% in Q2 2026, buying an estimated $22.3K and bringing the position to 32,755 shares worth $5.43M. The position accounts for 1.23% of the portfolio, ranked #24.

Cerro Pacific Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.75M in Q1 2026. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 32,755 shares of Chevron worth $5.43M as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 120 Chevron shares in Q2 2026, an estimated $22.3K.
  • Chevron made up 1.23% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Chevron position peaked at $6.75M in Q1 2026.
  • 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.