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Roberts Wealth Advisors’s Chevron CVX Stock Holding History

Roberts 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 		$749K Sell
4,517
-1,350
-23% -$251K 0.17% 75
2026
Q1 		$1.21M Buy
5,867
+416
+8% +$75.9K 0.31% 69
2025
Q4 		$831K Sell
5,451
-850
-13% -$129K 0.22% 72
2025
Q3 		$978K Buy
6,301
+185
+3% +$28.7K 0.26% 68
2025
Q2 		$876K Hold
6,116
– – 0.25% 67
2025
Q1 		$1.02M Sell
6,116
-163
-3% -$25.5K 0.32% 66
2024
Q4 		$994K Buy
6,279
+1,062
+20% +$163K 0.3% 62
2024
Q3 		$776K Buy
5,217
+959
+23% +$143K 0.25% 66
2024
Q2 		$651K Buy
4,258
+699
+20% +$111K 0.22% 67
2024
Q1 		$561K Buy
+3,559
New +$537K 0.21% 71
2023
Q4 		– Sell
-3,627
Closed -$600K – 63
2023
Q3 		$600K Sell
3,627
-133
-4% -$21.5K 0.26% 68
2023
Q2 		$592K Sell
3,760
-86
-2% -$13.8K 0.26% 65
2023
Q1 		$650K Buy
3,846
+51
+1% +$8.55K 0.3% 64
2022
Q4 		$660K Buy
3,795
+1,095
+41% +$191K 0.32% 66
2022
Q3 		$436K Sell
2,700
-110
-4% -$16.8K 0.21% 67
2022
Q2 		$401K Buy
2,810
+110
+4% +$18.2K 0.17% 74
2022
Q1 		$443K Sell
2,700
-75
-3% -$10.8K 0.17% 76
2021
Q4 		$331K Sell
2,775
-581
-17% -$66K 0.12% 82
2021
Q3 		$340K Buy
+3,356
New +$335K 0.13% 82

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Roberts Wealth Advisors reduced its Chevron (CVX) stake by 23% in Q2 2026, selling an estimated $251K and leaving 4,517 shares worth $749K. The position accounts for 0.17% of the portfolio, ranked #75.

Roberts Wealth Advisors first reported a position in CVX in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Roberts Wealth Advisors held 4,517 shares of Chevron worth $749K as of Q2 2026.
  • Roberts Wealth Advisors sold 1,350 Chevron shares in Q2 2026, an estimated $251K.
  • Chevron made up 0.17% of Roberts Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Roberts Wealth Advisors first reported a position in Chevron in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Chevron position peaked at $1.21M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.