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

Guardian Wealth Advisors (North Carolina)’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 		$1.9M Buy
11,437
+284
+3% +$52.9K 0.11% 121
2026
Q1 		$2.31M Buy
11,153
+2,961
+36% +$540K 0.15% 97
2025
Q4 		$1.25M Buy
8,192
+48
+0.6% +$7.31K 0.08% 131
2025
Q3 		$1.26M Buy
8,144
+214
+3% +$33.1K 0.08% 125
2025
Q2 		$1.14M Buy
7,930
+406
+5% +$57.2K 0.08% 125
2025
Q1 		$1.26M Buy
7,524
+64
+0.9% +$10K 0.1% 111
2024
Q4 		$1.08M Buy
7,460
+1,081
+17% +$165K 0.09% 123
2024
Q3 		$939K Sell
6,379
-289
-4% -$43K 0.1% 107
2024
Q2 		$1.04M Buy
6,668
+116
+2% +$18.5K 0.12% 94
2024
Q1 		$1.03M Sell
6,552
-54
-0.8% -$8.15K 0.13% 97
2023
Q4 		$985K Sell
6,606
-364
-5% -$55.1K 0.15% 85
2023
Q3 		$1.18M Buy
6,970
+60
+0.9% +$9.69K 0.2% 72
2023
Q2 		$1.09M Buy
6,910
+197
+3% +$31.6K 0.19% 73
2023
Q1 		$1.1M Sell
6,713
-36
-0.5% -$6.04K 0.19% 69
2022
Q4 		$1.21M Sell
6,749
-116
-2% -$20.2K 0.23% 56
2022
Q3 		$986K Buy
6,865
+414
+6% +$63.1K 0.18% 64
2022
Q2 		$934K Buy
6,451
+2,418
+60% +$400K 0.17% 71
2022
Q1 		$657K Buy
4,033
+644
+19% +$92.4K 0.28% 61
2021
Q4 		$398K Buy
+3,389
New +$385K 0.17% 107

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 (North Carolina)'s CVX Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Chevron (CVX) stake by 2.5% in Q2 2026, buying an estimated $52.9K and bringing the position to 11,437 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #121.

Guardian Wealth Advisors (North Carolina) first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.31M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 11,437 shares of Chevron worth $1.9M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 284 Chevron shares in Q2 2026, an estimated $52.9K.
  • Chevron made up 0.11% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #121 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Chevron position peaked at $2.31M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.