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Moss Adams Wealth Advisors’s Chevron CVX Stock Holding History

Moss Adams 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 		$1.19M Sell
7,207
-346
-5% -$64.4K 0.07% 83
2026
Q1 		$1.56M Buy
7,553
+639
+9% +$117K 0.11% 58
2025
Q4 		$1.05M Sell
6,914
-1,193
-15% -$182K 0.08% 81
2025
Q3 		$1.26M Buy
8,107
+1,348
+20% +$209K 0.1% 63
2025
Q2 		$968K Buy
6,759
+173
+3% +$24.4K 0.09% 82
2025
Q1 		$1.1M Buy
6,586
+571
+9% +$89.4K 0.12% 59
2024
Q4 		$871K Sell
6,015
-420
-7% -$64.3K 0.09% 68
2024
Q3 		$948K Buy
6,435
+245
+4% +$36.5K 0.1% 61
2024
Q2 		$968K Buy
6,190
+779
+14% +$124K 0.13% 49
2024
Q1 		$854K Buy
5,411
+74
+1% +$11.2K 0.14% 54
2023
Q4 		$796K Buy
5,337
+1,312
+33% +$198K 0.17% 38
2023
Q3 		$679K Sell
4,025
-344
-8% -$55.6K 0.23% 35
2023
Q2 		$687K Buy
4,369
+132
+3% +$21.2K 0.22% 38
2023
Q1 		$691K Sell
4,237
-13
-0.3% -$2.18K 0.24% 36
2022
Q4 		$763K Buy
+4,250
New +$742K 0.38% 42

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Moss Adams Wealth Advisors's CVX Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Chevron (CVX) stake by 4.6% in Q2 2026, selling an estimated $64.4K and leaving 7,207 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #83.

Moss Adams Wealth Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q1 2026. 1,509 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Moss Adams Wealth Advisors held 7,207 shares of Chevron worth $1.19M as of Q2 2026.
  • Moss Adams Wealth Advisors sold 346 Chevron shares in Q2 2026, an estimated $64.4K.
  • Chevron made up 0.07% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Moss Adams Wealth Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Moss Adams Wealth Advisors's Chevron position peaked at $1.56M in Q1 2026.
  • 1,509 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.