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Lineweaver Wealth Advisors’s Chevron CVX Stock Holding History

Lineweaver 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 		$3.92M Buy
23,676
+1,358
+6% +$253K 0.46% 49
2026
Q1 		$4.62M Buy
22,318
+1,228
+6% +$224K 0.62% 36
2025
Q4 		$3.21M Buy
21,090
+570
+3% +$86.8K 0.44% 46
2025
Q3 		$3.19M Buy
20,520
+565
+3% +$87.5K 0.47% 42
2025
Q2 		$2.86M Sell
19,955
-910
-4% -$128K 0.45% 47
2025
Q1 		$3.49M Sell
20,865
-1,398
-6% -$219K 0.59% 38
2024
Q4 		$3.23M Buy
22,263
+2,050
+10% +$314K 0.6% 36
2024
Q3 		$2.98M Buy
20,213
+185
+0.9% +$27.5K 0.57% 37
2024
Q2 		$3.13M Sell
20,028
-573
-3% -$91.4K 0.65% 33
2024
Q1 		$3.25M Buy
20,601
+1,122
+6% +$169K 0.77% 31
2023
Q4 		$2.91M Buy
19,479
+7,406
+61% +$1.12M 0.75% 30
2023
Q3 		$2.04M Buy
12,073
+5,459
+83% +$882K 0.59% 33
2023
Q2 		$1.04M Buy
6,614
+164
+3% +$26.3K 0.3% 62
2023
Q1 		$1.05M Buy
6,450
+205
+3% +$34.4K 0.32% 63
2022
Q4 		$1.12M Sell
6,245
-119
-2% -$20.8K 0.34% 57
2022
Q3 		$914K Sell
6,364
-175
-3% -$26.7K 0.3% 61
2022
Q2 		$946K Buy
6,539
+99
+2% +$16.4K 0.31% 58
2022
Q1 		$1.05M Sell
6,440
-422
-6% -$60.5K 0.3% 57
2021
Q4 		$805K Buy
6,862
+85
+1% +$9.65K 0.23% 69
2021
Q3 		$687K Buy
6,777
+2,233
+49% +$223K 0.21% 66
2021
Q2 		$476K Sell
4,544
-29
-0.6% -$3.06K 0.16% 71
2021
Q1 		$479K Buy
4,573
+926
+25% +$90.4K 0.17% 66
2020
Q4 		$308K Buy
3,647
+175
+5% +$14.2K 0.12% 76
2020
Q3 		$250K Buy
3,472
+1,004
+41% +$84.4K 0.11% 76
2020
Q2 		$220K Buy
+2,468
New +$221K 0.11% 74

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Lineweaver Wealth Advisors increased its Chevron (CVX) stake by 6.1% in Q2 2026, buying an estimated $253K and bringing the position to 23,676 shares worth $3.92M. The position accounts for 0.46% of the portfolio, ranked #49.

Lineweaver Wealth Advisors first reported a position in CVX in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.62M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lineweaver Wealth Advisors held 23,676 shares of Chevron worth $3.92M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,358 Chevron shares in Q2 2026, an estimated $253K.
  • Chevron made up 0.46% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Lineweaver Wealth Advisors first reported a position in Chevron in Q2 2020 and has held it in 25 quarters since.
  • Lineweaver Wealth Advisors's Chevron position peaked at $4.62M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.