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Strategies Wealth Advisors’s Chevron CVX Stock Holding History

Strategies 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 		$468K Sell
2,823
-1,220
-30% -$227K 0.04% 125
2026
Q1 		$836K Buy
4,043
+157
+4% +$28.6K 0.08% 70
2025
Q4 		$592K Buy
3,886
+5
+0.1% +$762 0.06% 84
2025
Q3 		$603K Buy
3,881
+166
+4% +$25.7K 0.06% 89
2025
Q2 		$532K Sell
3,715
-402
-10% -$56.7K 0.06% 96
2025
Q1 		$689K Buy
+4,117
New +$644K 0.08% 72

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

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

Strategies Wealth Advisors reduced its Chevron (CVX) stake by 30% in Q2 2026, selling an estimated $227K and leaving 2,823 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #125.

Strategies Wealth Advisors first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $836K in Q1 2026. 4,136 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Strategies Wealth Advisors held 2,823 shares of Chevron worth $468K as of Q2 2026.
  • Strategies Wealth Advisors sold 1,220 Chevron shares in Q2 2026, an estimated $227K.
  • Chevron made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Strategies Wealth Advisors first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Chevron position peaked at $836K in Q1 2026.
  • 4,136 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.