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IVC Wealth Advisors’s Chevron CVX Stock Holding History

IVC 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 		$513K Buy
3,092
+15
+0.5% +$2.79K 0.2% 94
2026
Q1 		$637K Buy
3,077
+30
+1% +$5.47K 0.28% 71
2025
Q4 		$464K Buy
3,047
+75
+3% +$11.4K 0.2% 92
2025
Q3 		$462K Buy
2,972
+272
+10% +$42.1K 0.21% 93
2025
Q2 		$387K Buy
2,700
+264
+11% +$37.2K 0.19% 100
2025
Q1 		$408K Buy
2,436
+119
+5% +$18.6K 0.22% 91
2024
Q4 		$336K Buy
2,317
+293
+14% +$44.8K 0.19% 107
2024
Q3 		$298K Sell
2,024
-13
-0.6% -$1.94K 0.16% 125
2024
Q2 		$319K Sell
2,037
-9
-0.4% -$1.44K 0.18% 112
2024
Q1 		$323K Buy
2,046
+34
+2% +$5.13K 0.19% 114
2023
Q4 		$300K Sell
2,012
-555
-22% -$83.9K 0.19% 111
2023
Q3 		$433K Buy
2,567
+4
+0.2% +$646 0.29% 86
2023
Q2 		$403K Buy
2,563
+456
+22% +$73.1K 0.26% 94
2023
Q1 		$344K Sell
2,107
-15
-0.7% -$2.52K 0.24% 92
2022
Q4 		$381K Sell
2,122
-20
-0.9% -$3.49K 0.28% 88
2022
Q3 		$308K Sell
2,142
-38
-2% -$5.79K 0.25% 96
2022
Q2 		$316K Sell
2,180
-35
-2% -$5.79K 0.24% 101
2022
Q1 		$361K Buy
2,215
+226
+11% +$32.4K 0.24% 100
2021
Q4 		$233K Sell
1,989
-231
-10% -$26.2K 0.15% 125
2021
Q3 		$225K Buy
2,220
+3
+0.1% +$299 0.16% 121
2021
Q2 		$232K Buy
2,217
+53
+2% +$5.59K 0.16% 118
2021
Q1 		$227K Buy
+2,164
New +$211K 0.18% 113

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

IVC Wealth Advisors increased its Chevron (CVX) stake by 0.49% in Q2 2026, buying an estimated $2.79K and bringing the position to 3,092 shares worth $513K. The position accounts for 0.2% of the portfolio, ranked #94.

IVC Wealth Advisors first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $637K in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • IVC Wealth Advisors held 3,092 shares of Chevron worth $513K as of Q2 2026.
  • IVC Wealth Advisors bought 15 Chevron shares in Q2 2026, an estimated $2.79K.
  • Chevron made up 0.2% of IVC Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • IVC Wealth Advisors first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • IVC Wealth Advisors's Chevron position peaked at $637K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.