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SOA Wealth Advisors’s Chevron CVX Stock Holding History

SOA 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 		$630K Sell
3,798
-60
-2% -$11.2K 0.11% 112
2026
Q1 		$798K Buy
3,858
+260
+7% +$47.4K 0.15% 86
2025
Q4 		$548K Sell
3,598
-2,727
-43% -$415K 0.09% 118
2025
Q3 		$982K Buy
6,325
+123
+2% +$19K 0.17% 85
2025
Q2 		$888K Buy
6,202
+154
+3% +$21.7K 0.17% 85
2025
Q1 		$1.01M Buy
6,048
+43
+0.7% +$6.73K 0.21% 72
2024
Q4 		$870K Sell
6,005
-5
-0.1% -$765 0.16% 83
2024
Q3 		$885K Buy
6,010
+46
+0.8% +$6.85K 0.17% 78
2024
Q2 		$933K Sell
5,964
-157
-3% -$25K 0.19% 75
2024
Q1 		$966K Buy
6,121
+99
+2% +$14.9K 0.2% 69
2023
Q4 		$898K Buy
6,022
+155
+3% +$23.4K 0.2% 67
2023
Q3 		$989K Buy
5,867
+112
+2% +$18.1K 0.25% 62
2023
Q2 		$905K Buy
5,755
+37
+0.6% +$5.93K 0.21% 64
2023
Q1 		$933K Buy
5,718
+99
+2% +$16.6K 0.23% 62
2022
Q4 		$1.01M Sell
5,619
-539
-9% -$94.1K 0.27% 61
2022
Q3 		$884K Sell
6,158
-332
-5% -$50.6K 0.27% 61
2022
Q2 		$939K Sell
6,490
-360
-5% -$59.5K 0.28% 61
2022
Q1 		$1.11M Sell
6,850
-105
-2% -$15.1K 0.27% 66
2021
Q4 		$816K Buy
6,955
+58
+0.8% +$6.59K 0.2% 73
2021
Q3 		$699K Sell
6,897
-83
-1% -$8.28K 0.18% 80
2021
Q2 		$731K Buy
6,980
+249
+4% +$26.3K 0.19% 76
2021
Q1 		$705K Buy
6,731
+57
+0.9% +$5.57K 0.2% 76
2020
Q4 		$617K Buy
+6,674
New +$540K 0.17% 77

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
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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

SOA Wealth Advisors reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $11.2K and leaving 3,798 shares worth $630K. The position accounts for 0.11% of the portfolio, ranked #112.

SOA Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q1 2022. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SOA Wealth Advisors held 3,798 shares of Chevron worth $630K as of Q2 2026.
  • SOA Wealth Advisors sold 60 Chevron shares in Q2 2026, an estimated $11.2K.
  • Chevron made up 0.11% of SOA Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • SOA Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Chevron position peaked at $1.11M in Q1 2022.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.