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Encompass Wealth Advisors’s Chevron CVX Stock Holding History

Encompass 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 		$524K Buy
3,163
+2
+0.1% +$372 0.16% 59
2026
Q1 		$654K Sell
3,161
-701
-18% -$128K 0.23% 48
2025
Q4 		$589K Buy
3,862
+66
+2% +$10.1K 0.2% 52
2025
Q3 		$589K Sell
3,796
-71
-2% -$11K 0.2% 58
2025
Q2 		$554K Buy
3,867
+4
+0.1% +$564 0.2% 55
2025
Q1 		$646K Sell
3,863
-80
-2% -$12.5K 0.26% 53
2024
Q4 		$571K Sell
3,943
-2,261
-36% -$346K 0.23% 56
2024
Q3 		$914K Buy
6,204
+251
+4% +$37.4K 0.23% 90
2024
Q2 		$931K Sell
5,953
-243
-4% -$38.7K 0.25% 84
2024
Q1 		$977K Sell
6,196
-2
-0% -$302 0.26% 83
2023
Q4 		$924K Buy
6,198
+112
+2% +$16.9K 0.28% 70
2023
Q3 		$1.03M Sell
6,086
-23
-0.4% -$3.71K 0.34% 59
2023
Q2 		$961K Sell
6,109
-13
-0.2% -$2.08K 0.31% 60
2023
Q1 		$999K Buy
6,122
+2,200
+56% +$369K 0.34% 57
2022
Q4 		$704K Sell
3,922
-11
-0.3% -$1.92K 0.26% 70
2022
Q3 		$565K Sell
3,933
-59
-1% -$9K 0.21% 90
2022
Q2 		$578K Sell
3,992
-84
-2% -$13.9K 0.2% 93
2022
Q1 		$664K Buy
4,076
+169
+4% +$24.2K 0.17% 105
2021
Q4 		$458K Sell
3,907
-1
-0% -$114 0.11% 137
2021
Q3 		$396K Sell
3,908
-2,202
-36% -$220K 0.1% 147
2021
Q2 		$640K Buy
6,110
+100
+2% +$10.6K 0.16% 115
2021
Q1 		$637K Sell
6,010
-316
-5% -$30.9K 0.16% 110
2020
Q4 		$534K Buy
+6,326
New +$512K 0.31% 59

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

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

Encompass Wealth Advisors increased its Chevron (CVX) stake by 0.06% in Q2 2026, buying an estimated $372 and bringing the position to 3,163 shares worth $524K. The position accounts for 0.16% of the portfolio, ranked #59.

Encompass Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q3 2023. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Encompass Wealth Advisors held 3,163 shares of Chevron worth $524K as of Q2 2026.
  • Encompass Wealth Advisors bought 2 Chevron shares in Q2 2026, an estimated $372.
  • Chevron made up 0.16% of Encompass Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Encompass Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Chevron position peaked at $1.03M in Q3 2023.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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