IWA
CVX icon

Icon Wealth Advisors’s Chevron CVX Stock Holding History

Icon 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 		$19.8M Buy
119,507
+3,959
+3% +$737K 1.19% 22
2026
Q1 		$22.2M Sell
115,548
-5,087
-4% -$928K 1.44% 20
2025
Q4 		$18.4M Sell
120,635
-1,677
-1% -$255K 1.23% 21
2025
Q3 		$19M Buy
122,312
+2,880
+2% +$446K 1.29% 19
2025
Q2 		$17.1M Buy
119,432
+5,830
+5% +$822K 1.22% 21
2025
Q1 		$19M Sell
113,602
-2,793
-2% -$437K 1.56% 14
2024
Q4 		$16.9M Buy
116,395
+1,549
+1% +$237K 1.39% 14
2024
Q3 		$16.9M Sell
114,846
-5,092
-4% -$758K 1.41% 15
2024
Q2 		$19.2M Buy
119,938
+3,482
+3% +$555K 1.71% 12
2024
Q1 		$18.4M Sell
116,456
-1,936
-2% -$292K 1.71% 12
2023
Q4 		$17.7M Buy
+118,392
New +$17.9M 1.84% 11
2022
Q4 		$24.1M Buy
134,294
+4,745
+4% +$828K 2.77% 5
2022
Q3 		$18.6M Buy
+129,549
New +$19.8M 2.26% 7

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

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

Icon Wealth Advisors increased its Chevron (CVX) stake by 3.4% in Q2 2026, buying an estimated $737K and bringing the position to 119,507 shares worth $19.8M. The position accounts for 1.19% of the portfolio, ranked #22.

Icon Wealth Advisors first reported a position in CVX in Q3 2022 and has held it in 13 quarters since. The position peaked at $24.1M in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Icon Wealth Advisors held 119,507 shares of Chevron worth $19.8M as of Q2 2026.
  • Icon Wealth Advisors bought 3,959 Chevron shares in Q2 2026, an estimated $737K.
  • Chevron made up 1.19% of Icon Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Icon Wealth Advisors first reported a position in Chevron in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Chevron position peaked at $24.1M in Q4 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.