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Stratos Wealth Advisors’s Chevron CVX Stock Holding History

Stratos 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 		$2.8M Buy
13,552
+213
+2% +$38.8K 0.17% 125
2025
Q4 		$2.03M Sell
13,339
-59
-0.4% -$8.99K 0.1% 209
2025
Q3 		$2.08M Buy
13,398
+72
+0.5% +$11.2K 0.1% 209
2025
Q2 		$1.91M Buy
13,326
+1,783
+15% +$251K 0.1% 212
2025
Q1 		$1.93M Sell
11,543
-5,437
-32% -$851K 0.11% 192
2024
Q4 		$2.46M Sell
16,980
-1,505
-8% -$230K 0.12% 173
2024
Q3 		$2.72M Sell
18,485
-134
-0.7% -$19.9K 0.12% 179
2024
Q2 		$2.91M Buy
18,619
+569
+3% +$90.7K 0.14% 155
2024
Q1 		$2.85M Sell
18,050
-22,932
-56% -$3.46M 0.17% 144
2023
Q4 		$6.11M Buy
40,982
+1,322
+3% +$200K 0.35% 71
2023
Q3 		$6.69M Buy
39,660
+5,616
+16% +$907K 0.44% 48
2023
Q2 		$5.36M Sell
34,044
-784
-2% -$126K 0.38% 68
2023
Q1 		$5.68M Buy
34,828
+58
+0.2% +$9.72K 0.44% 52
2022
Q4 		$6.24M Buy
34,770
+1,513
+5% +$264K 0.52% 38
2022
Q3 		$4.78M Sell
33,257
-1,201
-3% -$183K 0.5% 41
2022
Q2 		$4.99M Buy
34,458
+1,608
+5% +$266K 0.45% 50
2022
Q1 		$5.35M Sell
32,850
-3,299
-9% -$473K 0.43% 53
2021
Q4 		$4.24M Buy
36,149
+1,848
+5% +$210K 0.31% 84
2021
Q3 		$3.48M Buy
34,301
+1,535
+5% +$153K 0.3% 93
2021
Q2 		$3.43M Buy
32,766
+6,611
+25% +$698K 0.3% 89
2021
Q1 		$2.74M Buy
26,155
+9,412
+56% +$919K 0.29% 95
2020
Q4 		$1.41M Buy
16,743
+2,966
+22% +$240K 0.19% 127
2020
Q3 		$992K Buy
13,777
+368
+3% +$30.9K 0.24% 101
2020
Q2 		$1.2M Buy
13,409
+7,060
+111% +$632K 0.37% 72
2020
Q1 		$460K Buy
6,349
+874
+16% +$86.4K 0.33% 74
2019
Q4 		$660K Sell
5,475
-3,413
-38% -$402K 0.37% 64
2019
Q3 		$1.05M Sell
8,888
-1,851
-17% -$225K 0.4% 65
2019
Q2 		$1.34M Buy
10,739
+960
+10% +$116K 0.53% 39
2019
Q1 		$1.21M Sell
9,779
-84
-0.9% -$9.94K 0.65% 38
2018
Q4 		$1.07M Buy
+9,863
New +$1.14M 0.72% 33

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

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

Stratos Wealth Advisors increased its Chevron (CVX) stake by 1.6% in Q1 2026, buying an estimated $38.8K and bringing the position to 13,552 shares worth $2.8M. The position accounts for 0.17% of the portfolio, ranked #125.

Stratos Wealth Advisors first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.69M in Q3 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Stratos Wealth Advisors held 13,552 shares of Chevron worth $2.8M as of Q1 2026.
  • Stratos Wealth Advisors bought 213 Chevron shares in Q1 2026, an estimated $38.8K.
  • Chevron made up 0.17% of Stratos Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • Stratos Wealth Advisors first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Chevron position peaked at $6.69M in Q3 2023.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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