Exit Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.74M Buy
16,512
+3,158
+24% +$588K 1.25% 24
2026
Q1
$2.76M Buy
+13,354
New +$2.44M 1.42% 14

Other funds holding CVX

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

Exit Wealth Advisors increased its Chevron (CVX) stake by 24% in Q2 2026, buying an estimated $588K and bringing the position to 16,512 shares worth $2.74M. The position accounts for 1.25% of the portfolio, ranked #24.

Exit Wealth Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.76M in Q1 2026. 4,106 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Exit Wealth Advisors held 16,512 shares of Chevron worth $2.74M as of Q2 2026.
  • Exit Wealth Advisors bought 3,158 Chevron shares in Q2 2026, an estimated $588K.
  • Chevron made up 1.25% of Exit Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Exit Wealth Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Exit Wealth Advisors's Chevron position peaked at $2.76M in Q1 2026.
  • 4,106 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.