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

Laurel 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	$4.75M	Sell	28,676 -157	-0.5%	-$29.2K	0.46%	44
2026 Q1	$5.24M	Buy	28,833 +1,556	+6%	+$284K	0.52%	44
2025 Q4	$4.16M	Buy	27,277 +596	+2%	+$90.8K	0.55%	47
2025 Q3	$4.14M	Buy	26,681 +686	+3%	+$106K	0.58%	48
2025 Q2	$3.72M	Sell	25,995 -45	-0.2%	-$6.34K	0.56%	47
2025 Q1	$4.36M	Buy	26,040 +116	+0.4%	+$18.2K	0.68%	39
2024 Q4	$3.75M	Buy	25,924 +1,259	+5%	+$193K	0.59%	45
2024 Q3	$3.63M	Buy	24,665 +589	+2%	+$87.7K	0.58%	45
2024 Q2	$3.77M	Sell	24,076 -904	-4%	-$144K	0.65%	41
2024 Q1	$3.94M	Buy	24,980 +84	+0.3%	+$12.7K	0.67%	38
2023 Q4	$3.71M	Sell	24,896 -94	-0.4%	-$14.2K	0.7%	38
2023 Q3	$4.21M	Sell	24,990 -1,139	-4%	-$184K	0.89%	31
2023 Q2	$4.11M	Sell	26,129 -65	-0.2%	-$10.4K	0.82%	35
2023 Q1	$4.27M	Buy	26,194 +933	+4%	+$156K	0.9%	35
2022 Q4	$4.53M	Buy	25,261 +1,388	+6%	+$242K	1.03%	30
2022 Q3	$3.43M	Buy	23,873 +1,505	+7%	+$230K	0.85%	34
2022 Q2	$3.24M	Buy	22,368 +1,210	+6%	+$200K	0.78%	39
2022 Q1	$3.44M	Buy	21,158 +1,023	+5%	+$147K	0.72%	40
2021 Q4	$2.36M	Buy	20,135 +738	+4%	+$83.8K	0.48%	59
2021 Q3	$1.97M	Buy	19,397 +401	+2%	+$40K	0.43%	64
2021 Q2	$1.99M	Buy	18,996 +593	+3%	+$62.6K	0.43%	64
2021 Q1	$1.93M	Buy	18,403 +482	+3%	+$47.1K	0.47%	57
2020 Q4	$1.51M	Sell	17,921 -1,226	-6%	-$99.3K	0.39%	64
2020 Q3	$1.38M	Sell	19,147 -1,455	-7%	-$122K	0.41%	62
2020 Q2	$1.84M	Sell	20,602 -64	-0.3%	-$5.73K	0.6%	53
2020 Q1	$1.5M	Buy	20,666 +3,179	+18%	+$314K	0.56%	57
2019 Q4	$2.11M	Buy	17,487 +341	+2%	+$40.2K	0.66%	51
2019 Q3	$2.03M	Sell	17,146 -204	-1%	-$24.8K	0.7%	44
2019 Q2	$2.16M	Sell	17,350 -268	-2%	-$32.4K	0.76%	42
2019 Q1	$2.17M	Buy	17,618 +511	+3%	+$60.5K	0.8%	40
2018 Q4	$1.86M	Buy	+17,107	New	+$1.98M	0.75%	42

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Laurel Wealth Advisors (North Carolina)'s CVX Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Chevron (CVX) stake by 0.54% in Q2 2026, selling an estimated $29.2K and leaving 28,676 shares worth $4.75M. The position accounts for 0.46% of the portfolio, ranked #44.

Laurel Wealth Advisors (North Carolina) first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.24M in Q1 2026. 787 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 28,676 shares of Chevron worth $4.75M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) sold 157 Chevron shares in Q2 2026, an estimated $29.2K.
Chevron made up 0.46% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #44 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s Chevron position peaked at $5.24M in Q1 2026.
787 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.