Flagship Wealth Advisors’s Chevron CVX Stock Holding History

Flagship 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	$1.23M	Buy	7,404 +1,488	+25%	+$277K	0.27%	54
2026 Q1	$847K	Sell	5,916 -1,546	-21%	-$282K	0.36%	48
2025 Q4	$1.14M	Sell	7,462 -65	-0.9%	-$9.9K	0.33%	49
2025 Q3	$1.17M	Buy	7,527 +211	+3%	+$32.7K	0.39%	45
2025 Q2	$1.05M	Sell	7,316 -30	-0.4%	-$4.23K	0.39%	45
2025 Q1	$1.23M	Sell	7,346 -50	-0.7%	-$7.83K	0.52%	36
2024 Q4	$1.07M	Buy	+7,396	New	+$1.13M	0.63%	29

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Flagship Wealth Advisors increased its Chevron (CVX) stake by 25% in Q2 2026, buying an estimated $277K and bringing the position to 7,404 shares worth $1.23M. The position accounts for 0.27% of the portfolio, ranked #54.

Flagship Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Flagship Wealth Advisors held 7,404 shares of Chevron worth $1.23M as of Q2 2026.
Flagship Wealth Advisors bought 1,488 Chevron shares in Q2 2026, an estimated $277K.
Chevron made up 0.27% of Flagship Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Flagship Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's Chevron position peaked at $1.23M in Q1 2025.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.