Consilio Wealth Advisors’s Chevron CVX Stock Holding History

Consilio 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	$256K	Buy	1,547 +2	+0.1%	+$372	0.06%	92
2026 Q1	$320K	Buy	1,545 +97	+7%	+$17.7K	0.09%	69
2025 Q4	$221K	Buy	1,448 +13	+0.9%	+$1.98K	0.06%	90
2025 Q3	$223K	Buy	+1,435	New	+$222K	0.07%	87
2025 Q2	–	Sell	-1,567	Closed	-$262K	–	86
2025 Q1	$262K	Buy	1,567 +167	+12%	+$26.1K	0.11%	57
2024 Q4	$203K	Buy	+1,400	New	+$214K	0.08%	70
2024 Q3	–	Sell	-1,390	Closed	-$217K	–	75
2024 Q2	$217K	Buy	1,390 +72	+5%	+$11.5K	0.1%	58
2024 Q1	$208K	Buy	+1,318	New	+$199K	0.1%	60

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Consilio Wealth Advisors increased its Chevron (CVX) stake by 0.13% in Q2 2026, buying an estimated $372 and bringing the position to 1,547 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #92.

Consilio Wealth Advisors first reported a position in CVX in Q1 2024 and has held it in 8 quarters since. The position peaked at $320K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Consilio Wealth Advisors held 1,547 shares of Chevron worth $256K as of Q2 2026.
Consilio Wealth Advisors bought 2 Chevron shares in Q2 2026, an estimated $372.
Chevron made up 0.06% of Consilio Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Consilio Wealth Advisors first reported a position in Chevron in Q1 2024 and has held it in 8 quarters since.
Consilio Wealth Advisors's Chevron position peaked at $320K in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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