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Octavia Wealth Advisors’s Chevron CVX Stock Holding History

Octavia 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 		$879K Sell
5,305
-3,674
-41% -$684K 0.08% 84
2026
Q1 		$1.86M Sell
8,979
-254
-3% -$46.3K 0.18% 51
2025
Q4 		$1.41M Sell
9,233
-683
-7% -$104K 0.13% 66
2025
Q3 		$1.54M Buy
9,916
+2,282
+30% +$353K 0.15% 58
2025
Q2 		$1.09M Sell
7,634
-2,400
-24% -$338K 0.12% 68
2025
Q1 		$1.68M Buy
10,034
+1,735
+21% +$272K 0.2% 53
2024
Q4 		$1.2M Buy
8,299
+2,661
+47% +$407K 0.15% 64
2024
Q3 		$830K Buy
5,638
+421
+8% +$62.7K 0.1% 82
2024
Q2 		$816K Buy
5,217
+301
+6% +$48K 0.11% 85
2024
Q1 		$775K Sell
4,916
-338
-6% -$51K 0.11% 86
2023
Q4 		$784K Buy
5,254
+68
+1% +$10.3K 0.14% 84
2023
Q3 		$874K Buy
5,186
+904
+21% +$146K 0.18% 71
2023
Q2 		$674K Buy
4,282
+369
+9% +$59.2K 0.14% 78
2023
Q1 		$638K Sell
3,913
-78
-2% -$13.1K 0.14% 79
2022
Q4 		$716K Sell
3,991
-249
-6% -$43.5K 0.18% 71
2022
Q3 		$609K Sell
4,240
-88
-2% -$13.4K 0.16% 78
2022
Q2 		$628K Sell
4,328
-287
-6% -$47.4K 0.16% 79
2022
Q1 		$751K Sell
4,615
-921
-17% -$132K 0.17% 74
2021
Q4 		$650K Buy
5,536
+888
+19% +$101K 0.14% 86
2021
Q3 		$471K Sell
4,648
-322
-6% -$32.1K 0.12% 101
2021
Q2 		$521K Buy
4,970
+764
+18% +$80.7K 0.14% 94
2021
Q1 		$441K Buy
4,206
+534
+15% +$52.1K 0.13% 100
2020
Q4 		$310K Buy
+3,672
New +$297K 0.1% 124

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Octavia Wealth Advisors reduced its Chevron (CVX) stake by 41% in Q2 2026, selling an estimated $684K and leaving 5,305 shares worth $879K. The position accounts for 0.08% of the portfolio, ranked #84.

Octavia Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Octavia Wealth Advisors held 5,305 shares of Chevron worth $879K as of Q2 2026.
  • Octavia Wealth Advisors sold 3,674 Chevron shares in Q2 2026, an estimated $684K.
  • Chevron made up 0.08% of Octavia Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Octavia Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Chevron position peaked at $1.86M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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