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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
Q2 		$3.35M Buy
20,180
+73
+0.4% +$13.6K 0.82% 21
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

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
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

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

Strata Wealth Advisors increased its Chevron (CVX) stake by 0.36% in Q2 2026, buying an estimated $13.6K and bringing the position to 20,180 shares worth $3.35M. The position accounts for 0.82% of the portfolio, ranked #21.

Strata Wealth Advisors first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.43M in Q3 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Strata Wealth Advisors held 20,180 shares of Chevron worth $3.35M as of Q2 2026.
  • Strata Wealth Advisors bought 73 Chevron shares in Q2 2026, an estimated $13.6K.
  • Chevron made up 0.82% of Strata Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Strata Wealth Advisors first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • Strata Wealth Advisors's Chevron position peaked at $5.43M in Q3 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.