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Sax Wealth Advisors’s Chevron CVX Stock Holding History

Sax 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 		$2.94M Buy
14,190
+2,159
+18% +$402K 0.12% 121
2026
Q1 		$1.83M Sell
12,031
-115
-0.9% -$21K 0.09% 126
2025
Q4 		$1.85M Buy
12,146
+1,372
+13% +$209K 0.09% 128
2025
Q3 		$1.67M Buy
10,774
+834
+8% +$129K 0.09% 121
2025
Q2 		$1.42M Buy
9,940
+832
+9% +$117K 0.09% 131
2025
Q1 		$1.52M Buy
9,108
+3,865
+74% +$605K 0.11% 102
2024
Q4 		$759K Sell
5,243
-259
-5% -$39.6K 0.06% 147
2024
Q3 		$810K Sell
5,502
-3,628
-40% -$540K 0.07% 108
2024
Q2 		$1.43M Buy
9,130
+1,160
+15% +$185K 0.14% 74
2024
Q1 		$1.26M Buy
7,970
+4,553
+133% +$687K 0.15% 61
2023
Q4 		$510K Sell
3,417
-258
-7% -$39K 0.08% 119
2023
Q3 		$620K Buy
3,675
+845
+30% +$136K 0.12% 96
2023
Q2 		$445K Hold
2,830
– – 0.09% 120
2023
Q1 		$462K Hold
2,830
– – 0.1% 113
2022
Q4 		$508K Hold
2,830
– – 0.12% 103
2022
Q3 		$407K Buy
2,830
+2
+0.1% +$305 0.1% 113
2022
Q2 		$409K Buy
2,828
+3
+0.1% +$496 0.1% 117
2022
Q1 		$460K Buy
2,825
+620
+28% +$88.9K 0.11% 111
2021
Q4 		$259K Buy
+2,205
New +$250K 0.05% 154
2021
Q3 		– Sell
-1,972
Closed -$207K – 172
2021
Q2 		$207K Buy
+1,972
New +$208K 0.07% 150

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Sax Wealth Advisors increased its Chevron (CVX) stake by 18% in Q2 2026, buying an estimated $402K and bringing the position to 14,190 shares worth $2.94M. The position accounts for 0.12% of the portfolio, ranked #121.

Sax Wealth Advisors first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. 1,004 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sax Wealth Advisors held 14,190 shares of Chevron worth $2.94M as of Q2 2026.
  • Sax Wealth Advisors bought 2,159 Chevron shares in Q2 2026, an estimated $402K.
  • Chevron made up 0.12% of Sax Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Sax Wealth Advisors first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.