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Consilium Wealth Advisory’s Chevron CVX Stock Holding History

Consilium 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 		$1.29M Buy
7,780
+263
+3% +$49K 0.38% 44
2026
Q1 		$1.56M Buy
7,517
+1,753
+30% +$320K 0.53% 35
2025
Q4 		$878K Buy
5,764
+307
+6% +$46.8K 0.32% 50
2025
Q3 		$847K Buy
5,457
+235
+5% +$36.4K 0.33% 52
2025
Q2 		$748K Sell
5,222
-819
-14% -$115K 0.32% 52
2025
Q1 		$1.01M Sell
6,041
-47
-0.8% -$7.36K 0.51% 39
2024
Q4 		$882K Buy
6,088
+739
+14% +$113K 0.42% 45
2024
Q3 		$788K Buy
5,349
+236
+5% +$35.1K 0.43% 43
2024
Q2 		$800K Buy
5,113
+1,351
+36% +$215K 0.44% 43
2024
Q1 		$593K Buy
3,762
+221
+6% +$33.3K 0.33% 52
2023
Q4 		$528K Buy
3,541
+1,943
+122% +$294K 0.32% 56
2023
Q3 		$269K Sell
1,598
-4,754
-75% -$768K 0.19% 71
2023
Q2 		$1,000K Sell
6,352
-621
-9% -$99.6K 0.69% 27
2023
Q1 		$1.14M Sell
6,973
-897
-11% -$150K 0.97% 21
2022
Q4 		$1.41M Buy
7,870
+2,081
+36% +$363K 1.2% 18
2022
Q3 		$832K Sell
5,789
-304
-5% -$46.4K 0.93% 25
2022
Q2 		$882K Buy
6,093
+65
+1% +$10.7K 0.95% 29
2022
Q1 		$982K Sell
6,028
-1,852
-24% -$266K 0.7% 31
2021
Q4 		$925K Buy
+7,880
New +$895K 0.6% 43

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

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

Consilium Wealth Advisory increased its Chevron (CVX) stake by 3.5% in Q2 2026, buying an estimated $49K and bringing the position to 7,780 shares worth $1.29M. The position accounts for 0.38% of the portfolio, ranked #44.

Consilium Wealth Advisory first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Consilium Wealth Advisory held 7,780 shares of Chevron worth $1.29M as of Q2 2026.
  • Consilium Wealth Advisory bought 263 Chevron shares in Q2 2026, an estimated $49K.
  • Chevron made up 0.38% of Consilium Wealth Advisory's portfolio in Q2 2026, its #44 holding.
  • Consilium Wealth Advisory first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Consilium Wealth Advisory's Chevron position peaked at $1.56M in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.