SWASL
CVX icon

Spartan Wealth Advisory Services LLC’s Chevron CVX Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$819K Sell
4,943
-118
-2% -$22K 0.07% 171
2026
Q1 		$1.05M Buy
+5,061
New +$923K 0.09% 149

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's CVX Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Chevron (CVX) stake by 2.3% in Q2 2026, selling an estimated $22K and leaving 4,943 shares worth $819K. The position accounts for 0.07% of the portfolio, ranked #171.

Spartan Wealth Advisory Services LLC first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.05M in Q1 2026. 3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 4,943 shares of Chevron worth $819K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 118 Chevron shares in Q2 2026, an estimated $22K.
  • Chevron made up 0.07% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #171 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Chevron position peaked at $1.05M in Q1 2026.
  • 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.