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Guardian Wealth Advisors (Minnesota)’s Chevron CVX Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$902K Sell
5,444
-137
-2% -$25.5K 0.45% 20
2026
Q1 		$1.15M Sell
5,581
-135
-2% -$24.6K 0.66% 16
2025
Q4 		$871K Sell
5,716
-518
-8% -$78.9K 0.49% 22
2025
Q3 		$968K Buy
6,234
+105
+2% +$16.3K 0.55% 19
2025
Q2 		$878K Buy
6,129
+155
+3% +$21.9K 0.52% 23
2025
Q1 		$999K Sell
5,974
-33
-0.5% -$5.17K 0.64% 20
2024
Q4 		$870K Buy
6,007
+8
+0.1% +$1.23K 0.56% 22
2024
Q3 		$884K Buy
5,999
+200
+3% +$29.8K 0.55% 23
2024
Q2 		$907K Sell
5,799
-10
-0.2% -$1.59K 0.59% 19
2024
Q1 		$916K Buy
5,809
+601
+12% +$90.7K 0.6% 20
2023
Q4 		$777K Buy
5,208
+195
+4% +$29.5K 0.54% 24
2023
Q3 		$845K Sell
5,013
-36
-0.7% -$5.82K 0.65% 21
2023
Q2 		$794K Buy
5,049
+75
+2% +$12K 0.58% 22
2023
Q1 		$812K Buy
4,974
+132
+3% +$22.1K 0.64% 23
2022
Q4 		$869K Sell
4,842
-1
-0% -$175 0.77% 20
2022
Q3 		$696K Sell
4,843
-49
-1% -$7.47K 0.68% 22
2022
Q2 		$708K Buy
4,892
+130
+3% +$21.5K 0.65% 22
2022
Q1 		$775K Sell
4,762
-188
-4% -$27K 0.64% 23
2021
Q4 		$581K Buy
4,950
+151
+3% +$17.2K 0.47% 35
2021
Q3 		$487K Sell
4,799
-844
-15% -$84.2K 0.43% 39
2021
Q2 		$591K Buy
5,643
+18
+0.3% +$1.9K 0.51% 31
2021
Q1 		$589K Buy
5,625
+192
+4% +$18.7K 0.55% 32
2020
Q4 		$459K Buy
+5,433
New +$440K 0.46% 39

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Guardian Wealth Advisors (Minnesota)'s CVX Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Chevron (CVX) stake by 2.5% in Q2 2026, selling an estimated $25.5K and leaving 5,444 shares worth $902K. The position accounts for 0.45% of the portfolio, ranked #20.

Guardian Wealth Advisors (Minnesota) first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 5,444 shares of Chevron worth $902K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) sold 137 Chevron shares in Q2 2026, an estimated $25.5K.
  • Chevron made up 0.45% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #20 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s Chevron position peaked at $1.15M in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.