PFWA
CVX icon

Paces Ferry Wealth Advisors’s Chevron CVX Stock Holding History

Paces Ferry 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 		$354K Buy
2,138
+3
+0.1% +$558 0.13% 92
2026
Q1 		$442K Sell
2,135
-209
-9% -$38.1K 0.18% 75
2025
Q4 		$357K Sell
2,344
-132
-5% -$20.1K 0.15% 88
2025
Q3 		$384K Buy
2,476
+611
+33% +$94.6K 0.16% 78
2025
Q2 		$267K Sell
1,865
-545
-23% -$76.8K 0.12% 97
2025
Q1 		$403K Buy
2,410
+11
+0.5% +$1.72K 0.2% 71
2024
Q4 		$347K Buy
2,399
+683
+40% +$105K 0.17% 79
2024
Q3 		$253K Sell
1,716
-738
-30% -$110K 0.15% 99
2024
Q2 		$384K Buy
2,454
+8
+0.3% +$1.28K 0.23% 73
2024
Q1 		$386K Buy
2,446
+52
+2% +$7.85K 0.25% 72
2023
Q4 		$357K Buy
2,394
+179
+8% +$27.1K 0.25% 75
2023
Q3 		$373K Buy
2,215
+7
+0.3% +$1.13K 0.3% 65
2023
Q2 		$347K Buy
2,208
+46
+2% +$7.38K 0.26% 71
2023
Q1 		$353K Buy
2,162
+305
+16% +$51.1K 0.28% 76
2022
Q4 		$333K Buy
1,857
+141
+8% +$24.6K 0.32% 74
2022
Q3 		$246K Buy
1,716
+37
+2% +$5.64K 0.27% 79
2022
Q2 		$243K Buy
1,679
+7
+0.4% +$1.16K 0.24% 87
2022
Q1 		$272K Sell
1,672
-1,492
-47% -$214K 0.22% 92
2021
Q4 		$371K Sell
3,164
-656
-17% -$74.5K 0.27% 75
2021
Q3 		$387K Sell
3,820
-77
-2% -$7.68K 0.31% 76
2021
Q2 		$408K Buy
3,897
+129
+3% +$13.6K 0.31% 72
2021
Q1 		$395K Buy
+3,768
New +$368K 0.34% 69
2020
Q4 		– Sell
-3,437
Closed -$247K – 353
2020
Q3 		$247K Buy
+3,437
New +$289K 0.22% 84

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Paces Ferry Wealth Advisors's CVX Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Chevron (CVX) stake by 0.14% in Q2 2026, buying an estimated $558 and bringing the position to 2,138 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #92.

Paces Ferry Wealth Advisors first reported a position in CVX in Q3 2020 and has held it in 23 quarters since. The position peaked at $442K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Paces Ferry Wealth Advisors held 2,138 shares of Chevron worth $354K as of Q2 2026.
  • Paces Ferry Wealth Advisors bought 3 Chevron shares in Q2 2026, an estimated $558.
  • Chevron made up 0.13% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Paces Ferry Wealth Advisors first reported a position in Chevron in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Chevron position peaked at $442K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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