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Pacific Excel Wealth Advisors’s Chevron CVX Stock Holding History

Pacific Excel 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 		$332K Sell
2,001
-11,406
-85% -$2.12M 0.13% 134
2026
Q1 		$2.77M Buy
13,407
+6,456
+93% +$1.18M 2.92% 3
2025
Q4 		$1.06M Buy
+6,951
New +$1.06M 2.01% 7

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pacific Excel Wealth Advisors's CVX Position: Q2 2026 in Review

Pacific Excel Wealth Advisors reduced its Chevron (CVX) stake by 85% in Q2 2026, selling an estimated $2.12M and leaving 2,001 shares worth $332K. The position accounts for 0.13% of the portfolio, ranked #134.

Pacific Excel Wealth Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.77M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pacific Excel Wealth Advisors held 2,001 shares of Chevron worth $332K as of Q2 2026.
  • Pacific Excel Wealth Advisors sold 11,406 Chevron shares in Q2 2026, an estimated $2.12M.
  • Chevron made up 0.13% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Pacific Excel Wealth Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Pacific Excel Wealth Advisors's Chevron position peaked at $2.77M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.