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Medallion Wealth Advisors’s Chevron CVX Stock Holding History

Medallion 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 		$407K Sell
2,452
-357
-13% -$66.4K 0.13% 149
2026
Q1 		$581K Buy
2,809
+553
+25% +$101K 0.19% 114
2025
Q4 		$344K Buy
2,256
+1
+0% +$152 0.12% 170
2025
Q3 		$350K Buy
2,255
+61
+3% +$9.45K 0.12% 163
2025
Q2 		$318K Sell
2,194
-110
-5% -$15.5K 0.12% 167
2025
Q1 		$388K Buy
2,304
+94
+4% +$14.7K 0.18% 125
2024
Q4 		$331K Buy
+2,210
New +$338K 0.16% 134

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Medallion Wealth Advisors reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $66.4K and leaving 2,452 shares worth $407K. The position accounts for 0.13% of the portfolio, ranked #149.

Medallion Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $581K in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Medallion Wealth Advisors held 2,452 shares of Chevron worth $407K as of Q2 2026.
  • Medallion Wealth Advisors sold 357 Chevron shares in Q2 2026, an estimated $66.4K.
  • Chevron made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • Medallion Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Chevron position peaked at $581K in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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