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Foster Victor Wealth Advisors’s Chevron CVX Stock Holding History

Foster Victor 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 		$16.3M Buy
89,445
+2,656
+3% +$494K 0.85% 51
2026
Q1 		$16.2M Buy
86,789
+8,027
+10% +$1.46M 0.93% 43
2025
Q4 		$13.1M Sell
78,762
-1,730
-2% -$263K 0.76% 58
2025
Q3 		$12.4M Buy
80,492
+6,576
+9% +$1.02M 0.77% 61
2025
Q2 		$11.3M Buy
73,916
+5,238
+8% +$738K 0.77% 59
2025
Q1 		$9.31M Buy
68,678
+3,077
+5% +$482K 0.75% 60
2024
Q4 		$10.6M Buy
65,601
+4,861
+8% +$744K 0.81% 57
2024
Q3 		$9.09M Buy
60,740
+6,486
+12% +$965K 0.73% 62
2024
Q2 		$8.56M Buy
54,254
+51,947
+2,252% +$8.28M 0.72% 56
2024
Q1 		$373K Sell
2,307
-1,578
-41% -$238K 0.03% 124
2023
Q4 		$581K Buy
3,885
+1,219
+46% +$184K 0.06% 114
2023
Q3 		$433K Sell
2,666
-518
-16% -$83.7K 0.05% 109
2023
Q2 		$498K Buy
3,184
+576
+22% +$92.3K 0.06% 110
2023
Q1 		$441K Buy
2,608
+1,441
+123% +$242K 0.05% 112
2022
Q4 		$206K Buy
+1,167
New +$204K 0.03% 148
2022
Q2 		– Sell
-1,234
Closed -$203K – 141
2022
Q1 		$203K Buy
+1,234
New +$177K 0.03% 129

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Foster Victor Wealth Advisors's CVX Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Chevron (CVX) stake by 3.1% in Q2 2026, buying an estimated $494K and bringing the position to 89,445 shares worth $16.3M. The position accounts for 0.85% of the portfolio, ranked #51.

Foster Victor Wealth Advisors first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. 2,353 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Foster Victor Wealth Advisors held 89,445 shares of Chevron worth $16.3M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 2,656 Chevron shares in Q2 2026, an estimated $494K.
  • Chevron made up 0.85% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Foster Victor Wealth Advisors first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.