Talisman Wealth Advisors’s Chevron CVX Stock Holding History

Talisman 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	$436K	Sell	2,633 -408	-13%	-$75.9K	0.32%	65
2026 Q1	$629K	Sell	3,041 -352	-10%	-$64.2K	0.51%	47
2025 Q4	$517K	Sell	3,393 -47	-1%	-$7.16K	0.4%	58
2025 Q3	$534K	Sell	3,440 -40	-1%	-$6.2K	0.44%	56
2025 Q2	$498K	Sell	3,480 -792	-19%	-$112K	0.46%	52
2025 Q1	$715K	Sell	4,272 -93	-2%	-$14.6K	0.73%	37
2024 Q4	$632K	Sell	4,365 -76	-2%	-$11.6K	0.67%	42
2024 Q3	$650K	Sell	4,441 -86	-2%	-$12.8K	0.68%	40
2024 Q2	$708K	Buy	4,527 +110	+2%	+$17.5K	0.82%	37
2024 Q1	$697K	Sell	4,417 -256	-5%	-$38.6K	0.88%	35
2023 Q4	$697K	Sell	4,673 -185	-4%	-$28K	1.03%	32
2023 Q3	$819K	Sell	4,858 -320	-6%	-$51.7K	1.42%	20
2023 Q2	$815K	Buy	5,178 +21	+0.4%	+$3.37K	1.39%	22
2023 Q1	$841K	Buy	5,157 +485	+10%	+$81.3K	1.52%	19
2022 Q4	$839K	Buy	+4,672	New	+$815K	1.78%	16

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Talisman Wealth Advisors reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $75.9K and leaving 2,633 shares worth $436K. The position accounts for 0.32% of the portfolio, ranked #65.

Talisman Wealth Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $841K in Q1 2023. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Talisman Wealth Advisors held 2,633 shares of Chevron worth $436K as of Q2 2026.
Talisman Wealth Advisors sold 408 Chevron shares in Q2 2026, an estimated $75.9K.
Chevron made up 0.32% of Talisman Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Talisman Wealth Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Talisman Wealth Advisors's Chevron position peaked at $841K in Q1 2023.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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