Fulcrum Wealth Advisors’s Chevron CVX Stock Holding History

Fulcrum 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	-1,867	Closed	-$386K	–	84
2026 Q1	$386K	Sell	1,867 -431	-19%	-$78.6K	0.32%	46
2025 Q4	$350K	Buy	+2,298	New	+$350K	0.29%	51

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Fulcrum Wealth Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,867 shares — an estimated $386K sold.

Fulcrum Wealth Advisors first reported a position in CVX in Q4 2025 and held it in 2 quarters. The position peaked at $386K in Q1 2026. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Fulcrum Wealth Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Fulcrum Wealth Advisors sold 1,867 Chevron shares in Q2 2026, an estimated $386K.
Fulcrum Wealth Advisors first reported a position in Chevron in Q4 2025 and held it in 2 quarters.
Fulcrum Wealth Advisors's Chevron position peaked at $386K in Q1 2026.
4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.