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Opal Wealth Advisors’s Chevron CVX Stock Holding History

Opal 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 		$527K Buy
3,178
+233
+8% +$43.4K 0.11% 94
2026
Q1 		$609K Buy
2,945
+321
+12% +$58.5K 0.14% 84
2025
Q4 		$400K Sell
2,624
-672
-20% -$102K 0.1% 120
2025
Q3 		$512K Buy
3,296
+794
+32% +$123K 0.14% 89
2025
Q2 		$358K Sell
2,502
-176
-7% -$24.8K 0.1% 111
2025
Q1 		$448K Buy
2,678
+834
+45% +$131K 0.14% 86
2024
Q4 		$267K Sell
1,844
-67
-4% -$10.3K 0.08% 141
2024
Q3 		$281K Sell
1,911
-323
-14% -$48.1K 0.09% 135
2024
Q2 		$349K Sell
2,234
-664
-23% -$106K 0.11% 106
2024
Q1 		$457K Sell
2,898
-1,667
-37% -$252K 0.16% 86
2023
Q4 		$681K Sell
4,565
-253
-5% -$38.3K 0.27% 61
2023
Q3 		$812K Buy
4,818
+524
+12% +$84.6K 0.48% 35
2023
Q2 		$676K Buy
4,294
+1,360
+46% +$218K 0.34% 38
2023
Q1 		$479K Buy
2,934
+822
+39% +$138K 0.28% 44
2022
Q4 		$379K Sell
2,112
-431
-17% -$75.2K 0.21% 67
2022
Q3 		$365K Buy
2,543
+34
+1% +$5.18K 0.27% 54
2022
Q2 		$363K Buy
2,509
+489
+24% +$80.8K 0.24% 56
2022
Q1 		$329K Buy
2,020
+75
+4% +$10.8K 0.29% 60
2021
Q4 		$228K Buy
+1,945
New +$221K 0.14% 108
2021
Q3 		– Sell
-2,106
Closed -$221K – 86
2021
Q2 		$221K Buy
2,106
+33
+2% +$3.48K 0.21% 71
2021
Q1 		$217K Buy
+2,073
New +$202K 0.24% 70

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

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

Opal Wealth Advisors increased its Chevron (CVX) stake by 7.9% in Q2 2026, buying an estimated $43.4K and bringing the position to 3,178 shares worth $527K. The position accounts for 0.11% of the portfolio, ranked #94.

Opal Wealth Advisors first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $812K in Q3 2023. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Opal Wealth Advisors held 3,178 shares of Chevron worth $527K as of Q2 2026.
  • Opal Wealth Advisors bought 233 Chevron shares in Q2 2026, an estimated $43.4K.
  • Chevron made up 0.11% of Opal Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Opal Wealth Advisors first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • Opal Wealth Advisors's Chevron position peaked at $812K in Q3 2023.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.