CWC Advisors’s Chevron CVX Stock Holding History

CWC 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	$220K	Buy	1,325 +66	+5%	+$12.3K	0.1%	148
2026 Q1	$260K	Buy	+1,259	New	+$230K	0.12%	130

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

CWC Advisors's CVX Position: Q2 2026 in Review

CWC Advisors increased its Chevron (CVX) stake by 5.2% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,325 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #148.

CWC Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

CWC Advisors held 1,325 shares of Chevron worth $220K as of Q2 2026.
CWC Advisors bought 66 Chevron shares in Q2 2026, an estimated $12.3K.
Chevron made up 0.1% of CWC Advisors's portfolio in Q2 2026, its #148 holding.
CWC Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
CWC Advisors's Chevron position peaked at $260K in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.