FSM Wealth Advisors’s Chevron CVX Stock Holding History

FSM 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	$1.72M	Buy	10,375 +944	+10%	+$176K	0.18%	73
2026 Q1	$1.95M	Buy	9,431 +372	+4%	+$67.8K	0.25%	52
2025 Q4	$1.38M	Sell	9,059 -2,273	-20%	-$346K	0.19%	70
2025 Q3	$1.76M	Buy	11,332 +983	+9%	+$152K	0.25%	62
2025 Q2	$1.53M	Buy	10,349 +4,299	+71%	+$606K	0.25%	60
2025 Q1	$1.01M	Sell	6,050 -902	-13%	-$141K	0.23%	60
2024 Q4	$1.11M	Sell	6,952 -357	-5%	-$54.6K	0.27%	51
2024 Q3	$1.08M	Buy	7,309 +108	+1%	+$16.1K	0.29%	52
2024 Q2	$1.13M	Sell	7,201 -114	-2%	-$18.2K	0.38%	48
2024 Q1	$1.15M	Buy	7,315 +298	+4%	+$45K	0.41%	46
2023 Q4	$1.05M	Buy	7,017 +1,594	+29%	+$241K	0.45%	45
2023 Q3	$914K	Buy	5,423 +207	+4%	+$33.4K	0.46%	44
2023 Q2	$825K	Buy	5,216 +906	+21%	+$145K	0.41%	50
2023 Q1	$703K	Buy	4,310 +669	+18%	+$112K	0.41%	58
2022 Q4	$653K	Sell	3,641 -547	-13%	-$95.5K	0.46%	54
2022 Q3	$602K	Buy	4,188 +1,473	+54%	+$225K	0.5%	51
2022 Q2	$416K	Buy	+2,715	New	+$449K	0.41%	67

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 22.94% 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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

FSM Wealth Advisors increased its Chevron (CVX) stake by 10% in Q2 2026, buying an estimated $176K and bringing the position to 10,375 shares worth $1.72M. The position accounts for 0.18% of the portfolio, ranked #73.

FSM Wealth Advisors first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.95M in Q1 2026. 2,332 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

FSM Wealth Advisors held 10,375 shares of Chevron worth $1.72M as of Q2 2026.
FSM Wealth Advisors bought 944 Chevron shares in Q2 2026, an estimated $176K.
Chevron made up 0.18% of FSM Wealth Advisors's portfolio in Q2 2026, its #73 holding.
FSM Wealth Advisors first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
FSM Wealth Advisors's Chevron position peaked at $1.95M in Q1 2026.
2,332 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.