SVWAG
CVX icon

Sound View Wealth Advisors Group’s Chevron CVX Stock Holding History

Sound View Wealth Advisors Group’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 		$5.69M Sell
34,331
-1,326
-4% -$247K 0.35% 68
2026
Q1 		$7.38M Buy
35,657
+1,791
+5% +$327K 0.5% 53
2025
Q4 		$5.16M Sell
33,866
-3,766
-10% -$574K 0.35% 69
2025
Q3 		$5.84M Buy
37,632
+336
+0.9% +$52K 0.4% 60
2025
Q2 		$5.34M Buy
37,296
+1,865
+5% +$263K 0.39% 61
2025
Q1 		$5.93M Sell
35,431
-3,538
-9% -$554K 0.49% 54
2024
Q4 		$5.64M Sell
38,969
-2,241
-5% -$343K 0.45% 52
2024
Q3 		$6.07M Buy
41,210
+3,609
+10% +$537K 0.5% 51
2024
Q2 		$5.88M Buy
37,601
+361
+1% +$57.6K 0.61% 47
2024
Q1 		$5.87M Sell
37,240
-923
-2% -$139K 0.63% 44
2023
Q4 		$5.69M Buy
38,163
+1,019
+3% +$154K 0.63% 41
2023
Q3 		$6.26M Buy
37,144
+1,242
+3% +$201K 0.78% 36
2023
Q2 		$5.65M Sell
35,902
-907
-2% -$145K 0.74% 38
2023
Q1 		$6.01M Sell
36,809
-1,354
-4% -$227K 0.82% 34
2022
Q4 		$5.69M Buy
38,163
+7,238
+23% +$1.26M 0.63% 41
2022
Q3 		$4.44M Sell
30,925
-3
-0% -$458 1% 30
2022
Q2 		$4.48M Buy
30,928
+372
+1% +$61.5K 0.94% 32
2022
Q1 		$4.97M Buy
30,556
+388
+1% +$55.6K 0.95% 31
2021
Q4 		$3.54M Buy
30,168
+506
+2% +$57.5K 0.67% 42
2021
Q3 		$3.01M Sell
29,662
-1,221
-4% -$122K 0.63% 46
2021
Q2 		$3.23M Sell
30,883
-1,557
-5% -$164K 0.68% 43
2021
Q1 		$3.4M Sell
32,440
-330
-1% -$32.2K 0.79% 39
2020
Q4 		$2.77M Sell
32,770
-1,166
-3% -$94.4K 0.68% 42
2020
Q3 		$2.44M Sell
33,936
-379
-1% -$31.9K 0.64% 44
2020
Q2 		$3.06M Buy
34,315
+1,856
+6% +$166K 0.86% 36
2020
Q1 		$2.35M Sell
32,459
-680
-2% -$67.2K 0.81% 40
2019
Q4 		$3.99M Buy
33,139
+3,362
+11% +$396K 1.13% 25
2019
Q3 		$3.53M Sell
29,777
-108
-0.4% -$13.1K 1.05% 29
2019
Q2 		$3.72M Buy
+29,885
New +$3.61M 1.1% 24

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sound View Wealth Advisors Group's CVX Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Chevron (CVX) stake by 3.7% in Q2 2026, selling an estimated $247K and leaving 34,331 shares worth $5.69M. The position accounts for 0.35% of the portfolio, ranked #68.

Sound View Wealth Advisors Group first reported a position in CVX in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.38M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sound View Wealth Advisors Group held 34,331 shares of Chevron worth $5.69M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,326 Chevron shares in Q2 2026, an estimated $247K.
  • Chevron made up 0.35% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #68 holding.
  • Sound View Wealth Advisors Group first reported a position in Chevron in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Chevron position peaked at $7.38M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.