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Gaddis Premier Wealth Advisors’s Chevron CVX Stock Holding History

Gaddis Premier 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 		$988K Buy
5,958
+160
+3% +$29.8K 0.6% 32
2026
Q1 		$1.2M Sell
5,798
-132
-2% -$24.1K 0.88% 21
2025
Q4 		$904K Buy
+5,930
New +$903K 0.69% 28

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gaddis Premier Wealth Advisors's CVX Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors increased its Chevron (CVX) stake by 2.8% in Q2 2026, buying an estimated $29.8K and bringing the position to 5,958 shares worth $988K. The position accounts for 0.6% of the portfolio, ranked #32.

Gaddis Premier Wealth Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Gaddis Premier Wealth Advisors held 5,958 shares of Chevron worth $988K as of Q2 2026.
  • Gaddis Premier Wealth Advisors bought 160 Chevron shares in Q2 2026, an estimated $29.8K.
  • Chevron made up 0.6% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Gaddis Premier Wealth Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Gaddis Premier Wealth Advisors's Chevron position peaked at $1.2M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.