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Motive Wealth Advisors’s Chevron CVX Stock Holding History

Motive 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 		$251K Buy
1,513
+144
+11% +$26.8K 0.1% 85
2026
Q1 		$283K Sell
1,369
-4
-0.3% -$729 0.13% 68
2025
Q4 		$209K Sell
1,373
-274
-17% -$41.7K 0.09% 91
2025
Q3 		$256K Buy
1,647
+207
+14% +$32.1K 0.11% 71
2025
Q2 		$206K Buy
1,440
+181
+14% +$25.5K 0.09% 84
2025
Q1 		$211K Buy
+1,259
New +$197K 0.11% 67
2024
Q4 		– Sell
-1,362
Closed -$213K – 76
2024
Q3 		$213K Hold
1,362
– – 0.13% 65
2024
Q2 		$213K Sell
1,362
-28
-2% -$4.46K 0.13% 65
2024
Q1 		$219K Buy
+1,390
New +$210K 0.13% 67
2023
Q4 		– Sell
-1,314
Closed -$222K – 46
2023
Q3 		$222K Sell
1,314
-68
-5% -$11K 0.24% 47
2023
Q2 		$217K Buy
1,382
+29
+2% +$4.65K 0.23% 51
2023
Q1 		$221K Sell
1,353
-321
-19% -$53.8K 0.24% 49
2022
Q4 		$300K Buy
1,674
+178
+12% +$31.1K 0.23% 47
2022
Q3 		$215K Buy
+1,496
New +$228K 0.17% 55

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Motive Wealth Advisors increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $26.8K and bringing the position to 1,513 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #85.

Motive Wealth Advisors first reported a position in CVX in Q3 2022 and has held it in 14 quarters since. The position peaked at $300K in Q4 2022. 1,091 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Motive Wealth Advisors held 1,513 shares of Chevron worth $251K as of Q2 2026.
  • Motive Wealth Advisors bought 144 Chevron shares in Q2 2026, an estimated $26.8K.
  • Chevron made up 0.1% of Motive Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Motive Wealth Advisors first reported a position in Chevron in Q3 2022 and has held it in 14 quarters since.
  • Motive Wealth Advisors's Chevron position peaked at $300K in Q4 2022.
  • 1,091 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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