International Private Wealth Advisors’s Chevron CVX Stock Holding History

International Private 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	$483K	Buy	+2,915	New	+$543K	0.25%	80
2026 Q1	–	Sell	-2,973	Closed	-$453K	–	153
2025 Q4	$453K	Buy	2,973 +11	+0.4%	+$1.68K	0.29%	74
2025 Q3	$460K	Sell	2,962 -314	-10%	-$48.6K	0.29%	76
2025 Q2	$469K	Buy	3,276 +1,406	+75%	+$198K	0.4%	61
2025 Q1	$313K	Buy	1,870 +96	+5%	+$15K	0.3%	99
2024 Q4	$257K	Buy	1,774 +28	+2%	+$4.29K	0.26%	121
2024 Q3	$257K	Sell	1,746 -59	-3%	-$8.78K	0.38%	95
2024 Q2	$282K	Sell	1,805 -900	-33%	-$144K	0.48%	77
2024 Q1	$427K	Buy	2,705 +1,041	+63%	+$157K	0.82%	34
2023 Q4	$248K	Buy	+1,664	New	+$252K	0.25%	70

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

International Private Wealth Advisors's CVX Position: Q2 2026 in Review

International Private Wealth Advisors opened a new position in Chevron (CVX) in Q2 2026: 2,915 shares worth $483K. The stake represents 0.25% of the portfolio and ranks #80 among its holdings. This is a return to the name: International Private Wealth Advisors previously reported a position in CVX as recently as Q4 2025.

International Private Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

International Private Wealth Advisors held 2,915 shares of Chevron worth $483K as of Q2 2026.
Chevron was a new International Private Wealth Advisors position in Q2 2026.
Chevron made up 0.25% of International Private Wealth Advisors's portfolio in Q2 2026, its #80 holding.
International Private Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.