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One Wealth Advisors’s Chevron CVX Stock Holding History

One 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 		$526K Hold
3,176
– – 0.06% 181
2026
Q1 		$657K Buy
3,176
+245
+8% +$44.7K 0.08% 138
2025
Q4 		$447K Sell
2,931
-416
-12% -$63.4K 0.05% 185
2025
Q3 		$520K Buy
3,347
+15
+0.5% +$2.32K 0.07% 159
2025
Q2 		$477K Sell
3,332
-73
-2% -$10.3K 0.07% 161
2025
Q1 		$570K Buy
3,405
+180
+6% +$28.2K 0.09% 137
2024
Q4 		$467K Sell
3,225
-102
-3% -$15.6K 0.07% 126
2024
Q3 		$490K Buy
3,327
+4
+0.1% +$595 0.08% 132
2024
Q2 		$482K Sell
3,323
-37
-1% -$5.9K 0.1% 102
2024
Q1 		$530K Buy
3,360
+93
+3% +$14K 0.09% 120
2023
Q4 		$487K Sell
3,267
-41
-1% -$6.2K 0.09% 109
2023
Q3 		$558K Buy
3,308
+35
+1% +$5.65K 0.12% 91
2023
Q2 		$515K Buy
3,273
+174
+6% +$27.9K 0.11% 102
2023
Q1 		$506K Buy
3,099
+334
+12% +$56K 0.12% 100
2022
Q4 		$496K Buy
2,765
+23
+0.8% +$4.01K 0.11% 98
2022
Q3 		$394K Buy
2,742
+852
+45% +$130K 0.13% 94
2022
Q2 		$274K Sell
1,890
-23
-1% -$3.8K 0.07% 143
2022
Q1 		$311K Buy
1,913
+157
+9% +$22.5K 0.08% 142
2021
Q4 		$206K Sell
1,756
-299
-15% -$34K 0.05% 189
2021
Q3 		$208K Buy
+2,055
New +$205K 0.06% 198
2019
Q2 		– Sell
-151
Closed -$19K – 197
2019
Q1 		$19K Buy
+151
New +$17.9K 0.02% 270
2018
Q4 		– Sell
-156
Closed -$19K – 189
2018
Q3 		$19K Buy
156
+18
+13% +$2.18K 0.01% 321
2018
Q2 		$17K Hold
138
– – 0.01% 319
2018
Q1 		$16K Buy
138
+4
+3% +$478 0.01% 305
2017
Q4 		$17K Buy
+134
New +$15.9K 0.01% 334

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

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

One Wealth Advisors held its Chevron (CVX) position steady in Q2 2026 at 3,176 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #181.

One Wealth Advisors first reported a position in CVX in Q4 2017 and has held it in 25 quarters since. The position peaked at $657K in Q1 2026. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • One Wealth Advisors held 3,176 shares of Chevron worth $526K as of Q2 2026.
  • One Wealth Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.06% of One Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • One Wealth Advisors first reported a position in Chevron in Q4 2017 and has held it in 25 quarters since.
  • One Wealth Advisors's Chevron position peaked at $657K in Q1 2026.
  • 2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.