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Phoenix Wealth Advisors’s Chevron CVX Stock Holding History

Phoenix 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 		$519K Buy
3,129
+717
+30% +$133K 0.17% 83
2026
Q1 		$499K Hold
2,412
– – 0.2% 83
2025
Q4 		$368K Buy
2,412
+1
+0% +$152 0.14% 98
2025
Q3 		$374K Buy
2,411
+717
+42% +$111K 0.14% 97
2025
Q2 		$243K Buy
1,694
+1
+0.1% +$141 0.1% 114
2025
Q1 		$283K Sell
1,693
-2
-0.1% -$313 0.12% 102
2024
Q4 		$246K Buy
1,695
+2
+0.1% +$306 0.11% 105
2024
Q3 		$249K Sell
1,693
-2,550
-60% -$380K 0.12% 112
2024
Q2 		$664K Buy
4,243
+2,590
+157% +$413K 0.33% 63
2024
Q1 		$261K Hold
1,653
– – 0.16% 103
2023
Q4 		$247K Sell
1,653
-423
-20% -$64K 0.17% 101
2023
Q3 		$350K Buy
2,076
+423
+26% +$68.3K 0.21% 71
2023
Q2 		$260K Hold
1,653
– – 0.15% 94
2023
Q1 		$270K Hold
1,653
– – 0.17% 85
2022
Q4 		$297K Sell
1,653
-109
-6% -$19K 0.18% 80
2022
Q3 		$253K Sell
1,762
-25
-1% -$3.81K 0.25% 85
2022
Q2 		$259K Sell
1,787
-153
-8% -$25.3K 0.26% 91
2022
Q1 		$320K Sell
1,940
-500
-20% -$71.7K 0.33% 66
2021
Q4 		$286K Buy
2,440
+1,000
+69% +$114K 0.22% 94
2021
Q3 		$146K Buy
1,440
+462
+47% +$46.1K 0.11% 129
2021
Q2 		$102K Buy
978
+60
+7% +$6.33K 0.07% 155
2021
Q1 		$97K Sell
918
-103
-10% -$10.1K 0.08% 156
2020
Q4 		$86K Buy
+1,021
New +$82.7K 0.07% 155

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Phoenix Wealth Advisors increased its Chevron (CVX) stake by 30% in Q2 2026, buying an estimated $133K and bringing the position to 3,129 shares worth $519K. The position accounts for 0.17% of the portfolio, ranked #83.

Phoenix Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $664K in Q2 2024. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Phoenix Wealth Advisors held 3,129 shares of Chevron worth $519K as of Q2 2026.
  • Phoenix Wealth Advisors bought 717 Chevron shares in Q2 2026, an estimated $133K.
  • Chevron made up 0.17% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Phoenix Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Chevron position peaked at $664K in Q2 2024.
  • 2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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