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Midland Wealth Advisors’s Chevron CVX Stock Holding History

Midland 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 		$1.97M Buy
11,879
+251
+2% +$46.7K 0.09% 46
2026
Q1 		$2.41M Sell
11,628
-730
-6% -$133K 0.12% 39
2025
Q4 		$1.88M Sell
12,358
-962
-7% -$147K 0.1% 46
2025
Q3 		$2.07M Sell
13,320
-927
-7% -$144K 0.11% 44
2025
Q2 		$2.04M Buy
14,247
+565
+4% +$79.6K 0.11% 45
2025
Q1 		$2.29M Sell
13,682
-876
-6% -$137K 0.13% 40
2024
Q4 		$2.11M Sell
14,558
-953
-6% -$146K 0.13% 49
2024
Q3 		$2.28M Sell
15,511
-235
-1% -$35K 0.13% 46
2024
Q2 		$2.46M Sell
15,746
-949
-6% -$151K 0.15% 42
2024
Q1 		$2.63M Sell
16,695
-142
-0.8% -$21.4K 0.16% 35
2023
Q4 		$2.51M Buy
+16,837
New +$2.55M 0.17% 32

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

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

Midland Wealth Advisors increased its Chevron (CVX) stake by 2.2% in Q2 2026, buying an estimated $46.7K and bringing the position to 11,879 shares worth $1.97M. The position accounts for 0.09% of the portfolio, ranked #46.

Midland Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q1 2024. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Midland Wealth Advisors held 11,879 shares of Chevron worth $1.97M as of Q2 2026.
  • Midland Wealth Advisors bought 251 Chevron shares in Q2 2026, an estimated $46.7K.
  • Chevron made up 0.09% of Midland Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Midland Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Chevron position peaked at $2.63M in Q1 2024.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.