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Etesian Wealth Advisors’s Chevron CVX Stock Holding History

Etesian 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 		$1.46M Sell
8,795
-254
-3% -$47.3K 0.43% 53
2026
Q1 		$1.87M Sell
9,049
-419
-4% -$76.4K 0.6% 44
2025
Q4 		$1.44M Sell
9,468
-255
-3% -$38.8K 0.45% 54
2025
Q3 		$1.51M Sell
9,723
-146
-1% -$22.6K 0.5% 53
2025
Q2 		$1.41M Sell
9,869
-46
-0.5% -$6.49K 0.53% 52
2025
Q1 		$1.66M Sell
9,915
-133
-1% -$20.8K 0.72% 39
2024
Q4 		$1.46M Buy
10,048
+817
+9% +$125K 0.64% 46
2024
Q3 		$1.36M Buy
9,231
+46
+0.5% +$6.85K 0.62% 50
2024
Q2 		$1.44M Sell
9,185
-42
-0.5% -$6.7K 0.81% 36
2024
Q1 		$1.46M Sell
9,227
-214
-2% -$32.3K 0.83% 40
2023
Q4 		$1.41M Buy
9,441
+10
+0.1% +$1.51K 0.85% 40
2023
Q3 		$1.59M Sell
9,431
-205
-2% -$33.1K 1.07% 31
2023
Q2 		$1.52M Sell
9,636
-258
-3% -$41.4K 0.99% 34
2023
Q1 		$1.61M Buy
9,894
+37
+0.4% +$6.2K 1.07% 33
2022
Q4 		$1.77M Buy
+9,857
New +$1.72M 1.29% 26

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Etesian Wealth Advisors reduced its Chevron (CVX) stake by 2.8% in Q2 2026, selling an estimated $47.3K and leaving 8,795 shares worth $1.46M. The position accounts for 0.43% of the portfolio, ranked #53.

Etesian Wealth Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Etesian Wealth Advisors held 8,795 shares of Chevron worth $1.46M as of Q2 2026.
  • Etesian Wealth Advisors sold 254 Chevron shares in Q2 2026, an estimated $47.3K.
  • Chevron made up 0.43% of Etesian Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Etesian Wealth Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Chevron position peaked at $1.87M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.