Frazier Financial Advisors’s Chevron CVX Stock Holding History

Frazier Financial 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	$149K	Sell	900 -5	-0.6%	-$931	0.08%	92
2026 Q1	$187K	Buy	905 +239	+36%	+$43.6K	0.1%	72
2025 Q4	$102K	Buy	666 +330	+98%	+$50.3K	0.06%	107
2025 Q3	$52.2K	Hold	336	–	–	0.03%	152
2025 Q2	$48.1K	Hold	336	–	–	0.03%	154
2025 Q1	$56.2K	Sell	336 -126	-27%	-$19.7K	0.04%	128
2024 Q4	$66.2K	Sell	462 -319	-41%	-$48.8K	0.05%	113
2024 Q3	$115K	Sell	781 -272	-26%	-$40.5K	0.09%	86
2024 Q2	$165K	Sell	1,053 -20	-2%	-$3.19K	0.13%	67
2024 Q1	$169K	Buy	1,073 +261	+32%	+$39.4K	0.14%	67
2023 Q4	$121K	Buy	+812	New	+$123K	0.11%	73

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Frazier Financial Advisors's CVX Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Chevron (CVX) stake by 0.55% in Q2 2026, selling an estimated $931 and leaving 900 shares worth $149K. The position accounts for 0.08% of the portfolio, ranked #92.

Frazier Financial Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $187K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Frazier Financial Advisors held 900 shares of Chevron worth $149K as of Q2 2026.
Frazier Financial Advisors sold 5 Chevron shares in Q2 2026, an estimated $931.
Chevron made up 0.08% of Frazier Financial Advisors's portfolio in Q2 2026, its #92 holding.
Frazier Financial Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's Chevron position peaked at $187K in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.