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Strata Wealth Advisors’s Chevron CVX Stock Holding History

Strata 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
Q1 		$4.16M Sell
20,107
-4,073
-17% -$743K 1.14% 19
2025
Q4 		$3.69M Sell
24,180
-10,799
-31% -$1.64M 1.03% 18
2025
Q3 		$5.43M Buy
34,979
+28,127
+410% +$4.36M 1.43% 13
2025
Q2 		$981K Buy
6,852
+2,979
+77% +$420K 0.27% 40
2025
Q1 		$648K Buy
3,873
+118
+3% +$18.5K 0.2% 43
2024
Q4 		$544K Buy
+3,755
New +$575K 0.17% 49
2024
Q3 		– Sell
-1,676
Closed -$262K – 76
2024
Q2 		$262K Buy
+1,676
New +$267K 0.09% 63

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Strata Wealth Advisors's CVX Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Chevron (CVX) stake by 17% in Q1 2026, selling an estimated $743K and leaving 20,107 shares worth $4.16M. The position accounts for 1.14% of the portfolio, ranked #19.

Strata Wealth Advisors first reported a position in CVX in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.43M in Q3 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Strata Wealth Advisors held 20,107 shares of Chevron worth $4.16M as of Q1 2026.
  • Strata Wealth Advisors sold 4,073 Chevron shares in Q1 2026, an estimated $743K.
  • Chevron made up 1.14% of Strata Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Strata Wealth Advisors first reported a position in Chevron in Q2 2024 and has held it in 7 quarters since.
  • Strata Wealth Advisors's Chevron position peaked at $5.43M in Q3 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.