Principia Wealth Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
Principia Wealth Advisory's CVX Position: Q2 2026 in Review
Principia Wealth Advisory increased its Chevron (CVX) stake by 50% in Q2 2026, buying an estimated $11.2K and bringing the position to 181 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #150.
Principia Wealth Advisory first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Principia Wealth Advisory held 181 shares of Chevron worth $30K as of Q2 2026.
- Principia Wealth Advisory bought 60 Chevron shares in Q2 2026, an estimated $11.2K.
- Chevron made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #150 holding.
- Principia Wealth Advisory first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.