Madson Wealth Advisors’s Chevron CVX Stock Holding History

Madson 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	$602K	Buy	3,634 +2,352	+183%	+$438K	0.41%	44
2026 Q1	$265K	Buy	+1,282	New	+$234K	0.22%	70

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Madson Wealth Advisors increased its Chevron (CVX) stake by 183% in Q2 2026, buying an estimated $438K and bringing the position to 3,634 shares worth $602K. The position accounts for 0.41% of the portfolio, ranked #44.

Madson Wealth Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Madson Wealth Advisors held 3,634 shares of Chevron worth $602K as of Q2 2026.
Madson Wealth Advisors bought 2,352 Chevron shares in Q2 2026, an estimated $438K.
Chevron made up 0.41% of Madson Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Madson Wealth Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.