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Delos Wealth Advisors’s Chevron CVX Stock Holding History

Delos 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 		$238K Sell
1,435
-132
-8% -$24.6K 0.12% 75
2026
Q1 		$324K Hold
1,567
– – 0.19% 61
2025
Q4 		$239K Sell
1,567
-39
-2% -$5.94K 0.16% 52
2025
Q3 		$249K Sell
1,606
-960
-37% -$149K 0.17% 51
2025
Q2 		$367K Buy
2,566
+1
+0% +$141 0.29% 43
2025
Q1 		$429K Buy
2,565
+208
+9% +$32.6K 0.34% 43
2024
Q4 		$341K Hold
2,357
– – 0.27% 43
2024
Q3 		$347K Buy
2,357
+1,929
+451% +$287K 0.3% 46
2024
Q2 		$67K Hold
428
– – 0.06% 74
2024
Q1 		$67.5K Buy
428
+13
+3% +$1.96K 0.08% 61
2023
Q4 		$61.9K Sell
415
-123
-23% -$18.6K 0.09% 54
2023
Q3 		$86.6K Hold
538
– – 0.1% 55
2023
Q2 		$84.6K Buy
538
+1
+0.2% +$160 0.11% 54
2023
Q1 		$87.6K Hold
537
– – 0.11% 52
2022
Q4 		$96.4K Hold
537
– – 0.15% 49
2022
Q3 		$77K Buy
537
+1
+0.2% +$153 0.09% 48
2022
Q2 		$78K Sell
536
-1,874
-78% -$310K 0.09% 51
2022
Q1 		$392K Buy
2,410
+1,874
+350% +$269K 0.39% 44
2021
Q4 		$63K Buy
536
+500
+1,389% +$56.8K 0.06% 67
2021
Q3 		$4K Hold
36
– – ﹤0.01% 118
2021
Q2 		$4K Buy
+36
New +$3.8K 0.01% 115

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

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

Delos Wealth Advisors reduced its Chevron (CVX) stake by 8.4% in Q2 2026, selling an estimated $24.6K and leaving 1,435 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #75.

Delos Wealth Advisors first reported a position in CVX in Q2 2021 and has held it in 21 quarters since. The position peaked at $429K in Q1 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Delos Wealth Advisors held 1,435 shares of Chevron worth $238K as of Q2 2026.
  • Delos Wealth Advisors sold 132 Chevron shares in Q2 2026, an estimated $24.6K.
  • Chevron made up 0.12% of Delos Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Delos Wealth Advisors first reported a position in Chevron in Q2 2021 and has held it in 21 quarters since.
  • Delos Wealth Advisors's Chevron position peaked at $429K in Q1 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.