PWAC
CVX icon

Private Wealth Advisors (California)’s Chevron CVX Stock Holding History

Private Wealth Advisors (California)’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 		$218K Sell
1,318
-11
-0.8% -$2.05K 0.06% 86
2026
Q1 		$275K Sell
1,329
-51
-4% -$9.3K 0.08% 87
2025
Q4 		$210K Buy
1,380
+77
+6% +$11.7K 0.07% 88
2025
Q3 		$202K Sell
1,303
-1,141
-47% -$177K 0.07% 88
2025
Q2 		$350K Buy
2,444
+25
+1% +$3.52K 0.13% 73
2025
Q1 		$405K Buy
2,419
+23
+1% +$3.6K 0.15% 70
2024
Q4 		$347K Buy
2,396
+7
+0.3% +$1.07K 0.14% 72
2024
Q3 		$358K Buy
2,389
+25
+1% +$3.72K 0.14% 65
2024
Q2 		$370K Buy
2,364
+2
+0.1% +$319 0.14% 65
2024
Q1 		$373K Sell
2,362
-10
-0.4% -$1.51K 0.15% 63
2023
Q4 		$354K Sell
2,372
-44
-2% -$6.66K 0.14% 58
2023
Q3 		$407K Sell
2,416
-96
-4% -$15.5K 0.17% 59
2023
Q2 		$395K Sell
2,512
-119
-5% -$19.1K 0.16% 59
2023
Q1 		$429K Sell
2,631
-41
-2% -$6.87K 0.18% 60
2022
Q4 		$480K Sell
2,672
-24
-0.9% -$4.19K 0.16% 64
2022
Q3 		$387K Buy
2,696
+10
+0.4% +$1.52K 0.18% 56
2022
Q2 		$429K Buy
2,686
+6
+0.2% +$992 0.16% 57
2022
Q1 		$436K Sell
2,680
-12
-0.4% -$1.72K 0.14% 61
2021
Q4 		$316K Buy
2,692
+27
+1% +$3.07K 0.07% 79
2021
Q3 		$305K Buy
2,665
+33
+1% +$3.29K 0.07% 93
2021
Q2 		$276K Buy
2,632
+28
+1% +$2.96K 0.08% 78
2021
Q1 		$273K Buy
2,604
+37
+1% +$3.61K 0.09% 72
2020
Q4 		$239K Buy
+2,567
New +$208K 0.08% 66
2020
Q1 		– Sell
-2,478
Closed -$299K – 56
2019
Q4 		$299K Buy
2,478
+22
+0.9% +$2.59K 0.17% 68
2019
Q3 		$291K Sell
2,456
-38
-2% -$4.62K 0.19% 53
2019
Q2 		$307K Hold
2,494
– – 0.21% 50
2019
Q1 		$307K Buy
2,494
+22
+0.9% +$2.6K 0.21% 50
2018
Q4 		$269K Buy
+2,472
New +$286K 0.22% 47

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Private Wealth Advisors (California)'s CVX Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its Chevron (CVX) stake by 0.83% in Q2 2026, selling an estimated $2.05K and leaving 1,318 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #86.

Private Wealth Advisors (California) first reported a position in CVX in Q4 2018 and has held it in 28 quarters since. The position peaked at $480K in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Private Wealth Advisors (California) held 1,318 shares of Chevron worth $218K as of Q2 2026.
  • Private Wealth Advisors (California) sold 11 Chevron shares in Q2 2026, an estimated $2.05K.
  • Chevron made up 0.06% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #86 holding.
  • Private Wealth Advisors (California) first reported a position in Chevron in Q4 2018 and has held it in 28 quarters since.
  • Private Wealth Advisors (California)'s Chevron position peaked at $480K in Q4 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.