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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Chevron CVX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$388K Buy
2,338
+144
+7% +$26.8K 0.1% 128
2026
Q1 		$454K Sell
2,194
-48
-2% -$8.75K 0.13% 106
2025
Q4 		$342K Buy
2,242
+1,666
+289% +$254K 0.1% 124
2025
Q3 		$89.6K Buy
576
+365
+173% +$56.5K 0.03% 218
2025
Q2 		$30.3K Sell
211
-181
-46% -$25.5K 0.01% 312
2025
Q1 		$65.7K Buy
392
+2
+0.5% +$313 0.02% 233
2024
Q4 		$56.6K Buy
390
+2
+0.5% +$306 0.02% 247
2024
Q3 		$57.2K Sell
388
-173
-31% -$25.8K 0.03% 211
2024
Q2 		$87.8K Buy
561
+376
+203% +$60K 0.05% 163
2024
Q1 		$29.2K Sell
185
-48
-21% -$7.24K 0.02% 232
2023
Q4 		$34.8K Buy
233
+48
+26% +$7.26K 0.02% 207
2023
Q3 		$31.2K Hold
185
– – 0.02% 185
2023
Q2 		$29.1K Hold
185
– – 0.02% 186
2023
Q1 		$30.2K Hold
185
– – 0.02% 184
2022
Q4 		$33.2K Buy
+185
New +$32.3K 0.03% 177

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CVX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Chevron (CVX) stake by 6.6% in Q2 2026, buying an estimated $26.8K and bringing the position to 2,338 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #128.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $454K in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,338 shares of Chevron worth $388K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 144 Chevron shares in Q2 2026, an estimated $26.8K.
  • Chevron made up 0.1% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #128 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Chevron position peaked at $454K in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.