Provenance Wealth Advisors’s Chevron CVX Stock Holding History

Provenance 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	$498K	Buy	3,006 +693	+30%	+$129K	0.05%	79
2026 Q1	$479K	Hold	2,313	–	–	0.05%	72
2025 Q4	$353K	Sell	2,313 -37	-2%	-$5.63K	0.04%	80
2025 Q3	$365K	Sell	2,350 -20	-0.8%	-$3.1K	0.05%	84
2025 Q2	$339K	Sell	2,370 -2,320	-49%	-$327K	0.05%	88
2025 Q1	$785K	Sell	4,690 -5,685	-55%	-$890K	0.11%	47
2024 Q4	$1.5M	Buy	10,375 +2,623	+34%	+$401K	0.19%	32
2024 Q3	$1.14M	Buy	7,752 +427	+6%	+$63.6K	0.14%	59
2024 Q2	$1.15M	Buy	7,325 +135	+2%	+$21.5K	0.16%	53
2024 Q1	$1.13M	Buy	7,190 +270	+4%	+$40.7K	0.16%	58
2023 Q4	$1.03M	Buy	6,920 +418	+6%	+$63.2K	0.14%	62
2023 Q3	$1.1M	Buy	+6,502	New	+$1.05M	0.18%	44

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Provenance Wealth Advisors increased its Chevron (CVX) stake by 30% in Q2 2026, buying an estimated $129K and bringing the position to 3,006 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #79.

Provenance Wealth Advisors first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2024. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Provenance Wealth Advisors held 3,006 shares of Chevron worth $498K as of Q2 2026.
Provenance Wealth Advisors bought 693 Chevron shares in Q2 2026, an estimated $129K.
Chevron made up 0.05% of Provenance Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Provenance Wealth Advisors first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Chevron position peaked at $1.5M in Q4 2024.
2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.