PWA
CVX icon

Physician Wealth Advisors’s Chevron CVX Stock Holding History

Physician 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 		$476K Sell
2,872
-388
-12% -$72.2K 0.06% 122
2026
Q1 		$674K Buy
3,260
+197
+6% +$35.9K 0.09% 87
2025
Q4 		$467K Sell
3,063
-61
-2% -$9.29K 0.07% 110
2025
Q3 		$485K Buy
3,124
+363
+13% +$56.2K 0.07% 108
2025
Q2 		$395K Sell
2,761
-53
-2% -$7.47K 0.06% 120
2025
Q1 		$471K Buy
2,814
+12
+0.4% +$1.88K 0.08% 99
2024
Q4 		$406K Buy
2,802
+1
+0% +$153 0.07% 111
2024
Q3 		$414K Sell
2,801
-48
-2% -$7.14K 0.07% 105
2024
Q2 		$449K Sell
2,849
-42
-1% -$6.7K 0.08% 100
2024
Q1 		$452K Buy
2,891
+26
+0.9% +$3.92K 0.1% 94
2023
Q4 		$408K Sell
2,865
-56
-2% -$8.47K 0.09% 97
2023
Q3 		$487K Buy
2,921
+43
+1% +$6.95K 0.13% 79
2023
Q2 		$452K Sell
2,878
-10
-0.3% -$1.6K 0.11% 83
2023
Q1 		$493K Buy
2,888
+2
+0.1% +$335 0.13% 79
2022
Q4 		$522K Buy
2,886
+84
+3% +$14.7K 0.14% 75
2022
Q3 		$444K Buy
2,802
+2
+0.1% +$305 0.14% 79
2022
Q2 		$450K Sell
2,800
-483
-15% -$79.8K 0.13% 82
2022
Q1 		$550K Buy
3,283
+554
+20% +$79.5K 0.15% 80
2021
Q4 		$341K Buy
2,729
+11
+0.4% +$1.25K 0.09% 114
2021
Q3 		$298K Buy
2,718
+47
+2% +$4.69K 0.08% 121
2021
Q2 		$264K Buy
2,671
+2
+0.1% +$211 0.08% 125
2021
Q1 		$279K Buy
2,669
+1
+0% +$98 0.09% 117
2020
Q4 		$253K Sell
2,668
-351
-12% -$28.4K 0.09% 118
2020
Q3 		$218K Sell
3,019
-437
-13% -$36.8K 0.09% 120
2020
Q2 		$310K Buy
+3,456
New +$309K 0.12% 100

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $72.2K and leaving 2,872 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #122.

Physician Wealth Advisors first reported a position in CVX in Q2 2020 and has held it in 25 quarters since. The position peaked at $674K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Physician Wealth Advisors held 2,872 shares of Chevron worth $476K as of Q2 2026.
  • Physician Wealth Advisors sold 388 Chevron shares in Q2 2026, an estimated $72.2K.
  • Chevron made up 0.06% of Physician Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Physician Wealth Advisors first reported a position in Chevron in Q2 2020 and has held it in 25 quarters since.
  • Physician Wealth Advisors's Chevron position peaked at $674K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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