Martel Wealth Advisors’s Chevron CVX Stock Holding History

Martel 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	$593K	Hold	3,580	–	–	0.09%	41
2026 Q1	$741K	Buy	3,580 +2,000	+127%	+$365K	0.13%	35
2025 Q4	$241K	Hold	1,580	–	–	0.04%	66
2025 Q3	$245K	Hold	1,580	–	–	0.04%	64
2025 Q2	$226K	Sell	1,580 -138	-8%	-$19.5K	0.04%	66
2025 Q1	$287K	Sell	1,718 -112	-6%	-$17.5K	0.06%	56
2024 Q4	$265K	Hold	1,830	–	–	0.05%	59
2024 Q3	$276K	Hold	1,830	–	–	0.06%	42
2024 Q2	$286K	Buy	1,830 +125	+7%	+$19.9K	0.06%	40
2024 Q1	$269K	Sell	1,705 -23	-1%	-$3.47K	0.06%	41
2023 Q4	$258K	Buy	+1,728	New	+$261K	0.06%	47
2019 Q2	–	Sell	-1,958	Closed	-$241K	–	40
2019 Q1	$241K	Hold	1,958	–	–	0.09%	36
2018 Q4	$213K	Hold	1,958	–	–	0.09%	39
2018 Q3	$239K	Buy	+1,958	New	+$238K	0.09%	34

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Martel Wealth Advisors held its Chevron (CVX) position steady in Q2 2026 at 3,580 shares worth $593K. The position accounts for 0.09% of the portfolio, ranked #41.

Martel Wealth Advisors first reported a position in CVX in Q3 2018 and has held it in 14 quarters since. The position peaked at $741K in Q1 2026. 2,332 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Martel Wealth Advisors held 3,580 shares of Chevron worth $593K as of Q2 2026.
Martel Wealth Advisors left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.09% of Martel Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Martel Wealth Advisors first reported a position in Chevron in Q3 2018 and has held it in 14 quarters since.
Martel Wealth Advisors's Chevron position peaked at $741K in Q1 2026.
2,332 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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