Prevail Innovative Wealth Advisors’s Chevron CVX Stock Holding History

Prevail Innovative 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	Sell	2,138 -11,321	-84%	-$2.11M	0.05%	148
2026 Q1	$2.78M	Buy	13,459 +1,301	+11%	+$237K	0.47%	67
2025 Q4	$1.85M	Buy	12,158 +961	+9%	+$146K	0.33%	113
2025 Q3	$1.74M	Buy	11,197 +4,315	+63%	+$668K	0.34%	107
2025 Q2	$985K	Buy	6,882 +1,394	+25%	+$197K	0.22%	132
2025 Q1	$918K	Buy	5,488 +3,246	+145%	+$508K	0.24%	111
2024 Q4	$325K	Buy	2,242 +842	+60%	+$129K	0.09%	137
2024 Q3	$206K	Sell	1,400 -16,456	-92%	-$2.45M	0.06%	154
2024 Q2	$2.79M	Buy	17,856 +2,917	+20%	+$465K	0.99%	40
2024 Q1	$2.36M	Buy	14,939 +4,148	+38%	+$626K	0.88%	39
2023 Q4	$1.61M	Buy	+10,791	New	+$1.63M	0.77%	56

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CVX Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Chevron (CVX) stake by 84% in Q2 2026, selling an estimated $2.11M and leaving 2,138 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #148.

Prevail Innovative Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.79M in Q2 2024. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Prevail Innovative Wealth Advisors held 2,138 shares of Chevron worth $354K as of Q2 2026.
Prevail Innovative Wealth Advisors sold 11,321 Chevron shares in Q2 2026, an estimated $2.11M.
Chevron made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #148 holding.
Prevail Innovative Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Prevail Innovative Wealth Advisors's Chevron position peaked at $2.79M in Q2 2024.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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