Core Wealth Advisors (Florida)’s Chevron CVX Stock Holding History

Core Wealth Advisors (Florida)’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	$895K	Buy	5,401 +1,173	+28%	+$218K	0.18%	52
2026 Q1	$875K	Hold	4,228	–	–	0.21%	44
2025 Q4	$644K	Buy	4,228 +406	+11%	+$61.8K	0.17%	52
2025 Q3	$594K	Buy	+3,822	New	+$592K	0.15%	50
2025 Q2	–	Sell	-1,266	Closed	-$212K	–	74
2025 Q1	$212K	Buy	+1,266	New	+$198K	0.07%	64
2024 Q3	–	Sell	-1,279	Closed	-$200K	–	59
2024 Q2	$200K	Buy	1,279 +89	+7%	+$14.2K	0.07%	55
2024 Q1	$188K	Hold	1,190	–	–	0.06%	55
2023 Q4	$178K	Buy	1,190 +1,019	+596%	+$154K	0.07%	51
2023 Q3	$28.8K	Sell	171 -12,065	-99%	-$1.95M	0.01%	98
2023 Q2	$1.93M	Buy	12,236 +750	+7%	+$120K	0.77%	17
2023 Q1	$1.87M	Buy	11,486 +3,028	+36%	+$508K	0.75%	19
2022 Q4	$1.52M	Buy	+8,458	New	+$1.48M	0.66%	18
2022 Q1	–	Sell	-500	Closed	-$59K	–	203
2021 Q4	$59K	Buy	+500	New	+$56.8K	0.04%	79
2020 Q2	–	Sell	-530	Closed	-$38K	–	134
2020 Q1	$38K	Buy	530 +11	+2%	+$1.09K	0.03%	57
2019 Q4	$63K	Buy	+519	New	+$61.1K	0.04%	46

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Core Wealth Advisors (Florida)'s CVX Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Chevron (CVX) stake by 28% in Q2 2026, buying an estimated $218K and bringing the position to 5,401 shares worth $895K. The position accounts for 0.18% of the portfolio, ranked #52.

Core Wealth Advisors (Florida) first reported a position in CVX in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.93M in Q2 2023. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Core Wealth Advisors (Florida) held 5,401 shares of Chevron worth $895K as of Q2 2026.
Core Wealth Advisors (Florida) bought 1,173 Chevron shares in Q2 2026, an estimated $218K.
Chevron made up 0.18% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #52 holding.
Core Wealth Advisors (Florida) first reported a position in Chevron in Q4 2019 and has held it in 15 quarters since.
Core Wealth Advisors (Florida)'s Chevron position peaked at $1.93M in Q2 2023.
4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.