High Net Worth Advisory Group’s Chevron CVX Stock Holding History

High Net Worth Advisory Group’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	$1.57M	Sell	9,475 -1,391	-13%	-$259K	0.33%	70
2026 Q1	$2.25M	Buy	10,866 +113	+1%	+$20.6K	0.52%	50
2025 Q4	$1.64M	Buy	10,753 +1,303	+14%	+$198K	0.38%	62
2025 Q3	$1.47M	Sell	9,450 -1,475	-14%	-$228K	0.35%	63
2025 Q2	$1.56M	Sell	10,925 -473	-4%	-$66.7K	0.41%	55
2025 Q1	$1.91M	Buy	11,398 +102	+0.9%	+$16K	0.54%	47
2024 Q4	$1.64M	Sell	11,296 -2,155	-16%	-$330K	0.46%	55
2024 Q3	$1.98M	Buy	13,451 +435	+3%	+$64.7K	0.54%	43
2024 Q2	$2.04M	Buy	13,016 +866	+7%	+$138K	0.62%	41
2024 Q1	$1.92M	Buy	12,150 +2,251	+23%	+$340K	0.6%	39
2023 Q4	$1.48M	Sell	9,899 -991	-9%	-$150K	0.55%	50
2023 Q3	$1.84M	Buy	10,890 +673	+7%	+$109K	0.74%	34
2023 Q2	$1.61M	Buy	10,217 +643	+7%	+$103K	0.62%	44
2023 Q1	$1.56M	Sell	9,574 -66	-0.7%	-$11.1K	0.64%	41
2022 Q4	$1.73M	Sell	9,640 -169	-2%	-$29.5K	0.67%	36
2022 Q3	$1.41M	Buy	9,809 +773	+9%	+$118K	0.6%	45
2022 Q2	$1.31M	Sell	9,036 -1,713	-16%	-$283K	0.54%	49
2022 Q1	$1.75M	Sell	10,749 -3,080	-22%	-$442K	0.64%	39
2021 Q4	$1.62M	Buy	+13,829	New	+$1.57M	0.57%	41

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

High Net Worth Advisory Group's CVX Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $259K and leaving 9,475 shares worth $1.57M. The position accounts for 0.33% of the portfolio, ranked #70.

High Net Worth Advisory Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.25M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

High Net Worth Advisory Group held 9,475 shares of Chevron worth $1.57M as of Q2 2026.
High Net Worth Advisory Group sold 1,391 Chevron shares in Q2 2026, an estimated $259K.
Chevron made up 0.33% of High Net Worth Advisory Group's portfolio in Q2 2026, its #70 holding.
High Net Worth Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Chevron position peaked at $2.25M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.