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Cura Wealth Advisors’s Chevron CVX Stock Holding History

Cura 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
2025
Q3 		– Sell
-1,455
Closed -$208K – 135
2025
Q2 		$208K Buy
+1,455
New +$205K 0.08% 107

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Cura Wealth Advisors increased its Chevron (CVX) stake by 13% in Q2 2026, buying an estimated $41.3K and bringing the position to 1,880 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #92.

Cura Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cura Wealth Advisors held 1,880 shares of Chevron worth $312K as of Q2 2026.
  • Cura Wealth Advisors bought 222 Chevron shares in Q2 2026, an estimated $41.3K.
  • Chevron made up 0.13% of Cura Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Cura Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Cura Wealth Advisors's Chevron position peaked at $343K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.