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PCG Wealth Advisors’s Chevron CVX Stock Holding History

PCG 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 		– Sell
-1,096
Closed -$227K – 182
2026
Q1 		$227K Buy
+1,096
New +$200K 0.06% 155
2024
Q3 		– Sell
-1,490
Closed -$233K – 125
2024
Q2 		$233K Sell
1,490
-145
-9% -$23.1K 0.1% 105
2024
Q1 		$258K Buy
1,635
+163
+11% +$24.6K 0.12% 97
2023
Q4 		$220K Buy
+1,472
New +$223K 0.12% 94
2023
Q3 		– Sell
-1,295
Closed -$204K – 108
2023
Q2 		$204K Buy
1,295
+1
+0.1% +$160 0.13% 100
2023
Q1 		$211K Buy
1,294
+124
+11% +$20.8K 0.13% 100
2022
Q4 		$210K Sell
1,170
-410
-26% -$71.5K 0.13% 98
2022
Q3 		$225K Buy
+1,580
New +$241K 0.08% 123

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

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

PCG Wealth Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,096 shares — an estimated $227K sold.

PCG Wealth Advisors first reported a position in CVX in Q3 2022 and held it in 8 quarters. The position peaked at $258K in Q1 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • PCG Wealth Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • PCG Wealth Advisors sold 1,096 Chevron shares in Q2 2026, an estimated $227K.
  • PCG Wealth Advisors first reported a position in Chevron in Q3 2022 and held it in 8 quarters.
  • PCG Wealth Advisors's Chevron position peaked at $258K in Q1 2024.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.