Financial Network Wealth Advisors’s Chevron CVX Stock Holding History

Financial Network 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	$313K	Buy	1,888 +66	+4%	+$12.3K	0.32%	69
2026 Q1	$377K	Sell	1,822 -20	-1%	-$3.65K	0.39%	48
2025 Q4	$281K	Buy	1,842 +3	+0.2%	+$457	0.29%	74
2025 Q3	$286K	Buy	1,839 +31	+2%	+$4.8K	0.31%	68
2025 Q2	$259K	Hold	1,808	–	–	0.31%	67
2025 Q1	$302K	Buy	1,808 +280	+18%	+$43.8K	0.4%	54
2024 Q4	$221K	Sell	1,528 -1,498	-50%	-$229K	0.41%	53
2024 Q3	$446K	Sell	3,026 -58	-2%	-$8.63K	0.37%	57
2024 Q2	$482K	Buy	3,084 +99	+3%	+$15.8K	0.36%	62
2024 Q1	$471K	Buy	2,985 +99	+3%	+$14.9K	0.47%	60
2023 Q4	$430K	Buy	+2,886	New	+$436K	0.46%	56

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Financial Network Wealth Advisors's CVX Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Chevron (CVX) stake by 3.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,888 shares worth $313K. The position accounts for 0.32% of the portfolio, ranked #69.

Financial Network Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $482K in Q2 2024. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Financial Network Wealth Advisors held 1,888 shares of Chevron worth $313K as of Q2 2026.
Financial Network Wealth Advisors bought 66 Chevron shares in Q2 2026, an estimated $12.3K.
Chevron made up 0.32% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Financial Network Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's Chevron position peaked at $482K in Q2 2024.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.