FOCUS Wealth Advisors’s Chevron CVX Stock Holding History

FOCUS 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	–	Sell	-1,175	Closed	-$243K	–	64
2026 Q1	$243K	Buy	+1,175	New	+$214K	0.12%	57
2023 Q2	–	Sell	-9,796	Closed	-$1.6M	–	60
2023 Q1	$1.6M	Buy	9,796 +502	+5%	+$84.2K	1.05%	27
2022 Q4	$1.67M	Sell	9,294 -34	-0.4%	-$5.93K	1.15%	22
2022 Q3	$1.34M	Sell	9,328 -96	-1%	-$14.6K	0.95%	31
2022 Q2	$1.36M	Buy	+9,424	New	+$1.56M	0.93%	28

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 22.96% 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

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

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

FOCUS Wealth Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,175 shares — an estimated $243K sold.

FOCUS Wealth Advisors first reported a position in CVX in Q2 2022 and held it in 5 quarters. The position peaked at $1.67M in Q4 2022. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

FOCUS Wealth Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
FOCUS Wealth Advisors sold 1,175 Chevron shares in Q2 2026, an estimated $243K.
FOCUS Wealth Advisors first reported a position in Chevron in Q2 2022 and held it in 5 quarters.
FOCUS Wealth Advisors's Chevron position peaked at $1.67M in Q4 2022.
2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.