San Luis Wealth Advisors’s Chevron CVX Stock Holding History

San Luis 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	$969K	Sell	5,845 -66	-1%	-$12.3K	0.15%	106
2026 Q1	$1.22M	Sell	5,911 -743	-11%	-$135K	0.2%	73
2025 Q4	$1.01M	Sell	6,654 -107	-2%	-$16.3K	0.17%	86
2025 Q3	$1.05M	Buy	6,761 +735	+12%	+$114K	0.19%	72
2025 Q2	$863K	Sell	6,026 -3,824	-39%	-$539K	0.19%	67
2025 Q1	$1.65M	Buy	9,850 +2,391	+32%	+$374K	0.37%	48
2024 Q4	$1.08M	Buy	7,459 +205	+3%	+$31.4K	0.2%	53
2024 Q3	$1.07M	Buy	7,254 +320	+5%	+$47.6K	0.22%	50
2024 Q2	$1.08M	Buy	+6,934	New	+$1.11M	0.26%	46
2023 Q3	–	Sell	-6,980	Closed	-$1.1M	–	91
2023 Q2	$1.1M	Sell	6,980 -369	-5%	-$59.2K	0.39%	67
2023 Q1	$1.2M	Buy	+7,349	New	+$1.23M	0.46%	60
2022 Q2	–	Sell	-8,522	Closed	-$1M	–	155
2022 Q1	$1M	Buy	+8,522	New	+$1.22M	0.49%	45
2021 Q4	–	Sell	-8,537	Closed	-$866K	–	99
2021 Q3	$866K	Buy	+8,537	New	+$852K	0.48%	59
2020 Q4	$1.29M	Buy	+15,306	New	+$1.24M	0.83%	33

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

San Luis Wealth Advisors's CVX Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Chevron (CVX) stake by 1.1% in Q2 2026, selling an estimated $12.3K and leaving 5,845 shares worth $969K. The position accounts for 0.15% of the portfolio, ranked #106.

San Luis Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.65M in Q1 2025. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

San Luis Wealth Advisors held 5,845 shares of Chevron worth $969K as of Q2 2026.
San Luis Wealth Advisors sold 66 Chevron shares in Q2 2026, an estimated $12.3K.
Chevron made up 0.15% of San Luis Wealth Advisors's portfolio in Q2 2026, its #106 holding.
San Luis Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 14 quarters since.
San Luis Wealth Advisors's Chevron position peaked at $1.65M in Q1 2025.
2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.