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TrueWealth Advisors’s Chevron CVX Stock Holding History

TrueWealth 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 		$1.76M Sell
10,635
-58
-0.5% -$10.8K 0.4% 40
2026
Q1 		$2.21M Sell
10,693
-210
-2% -$38.3K 0.56% 30
2025
Q4 		$1.66M Sell
10,903
-102
-0.9% -$15.5K 0.43% 44
2025
Q3 		$1.71M Sell
11,005
-188
-2% -$29.1K 0.46% 44
2025
Q2 		$1.6M Sell
11,193
-191
-2% -$26.9K 0.47% 41
2025
Q1 		$1.9M Sell
11,384
-205
-2% -$32.1K 0.63% 36
2024
Q4 		$1.68M Buy
11,589
+3,696
+47% +$566K 0.56% 41
2024
Q3 		$1.16M Sell
7,893
-3,818
-33% -$568K 0.39% 57
2024
Q2 		$1.83M Sell
11,711
-136
-1% -$21.7K 0.68% 31
2024
Q1 		$1.87M Buy
11,847
+27
+0.2% +$4.07K 0.72% 30
2023
Q4 		$1.76M Sell
11,820
-715
-6% -$108K 0.68% 30
2023
Q3 		$2.11M Sell
12,535
-491
-4% -$79.3K 0.89% 25
2023
Q2 		$2.05M Sell
13,026
-56
-0.4% -$8.98K 0.84% 29
2023
Q1 		$2.13M Buy
13,082
+8
+0.1% +$1.34K 0.9% 25
2022
Q4 		$2.35M Buy
13,074
+503
+4% +$87.8K 1.03% 21
2022
Q3 		$1.81M Buy
12,571
+14
+0.1% +$2.13K 0.86% 24
2022
Q2 		$1.82M Buy
12,557
+4,960
+65% +$820K 0.85% 27
2022
Q1 		$892K Hold
7,597
– – 0.4% 54
2021
Q4 		$892K Buy
7,597
+526
+7% +$59.7K 0.4% 54
2021
Q3 		$717K Sell
7,071
-372
-5% -$37.1K 0.4% 55
2021
Q2 		$780K Buy
7,443
+579
+8% +$61.1K 0.46% 49
2021
Q1 		$696K Sell
6,864
-162
-2% -$15.8K 0.45% 49
2020
Q4 		$644K Buy
+7,026
New +$569K 0.55% 45

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TrueWealth Advisors's CVX Position: Q2 2026 in Review

TrueWealth Advisors reduced its Chevron (CVX) stake by 0.54% in Q2 2026, selling an estimated $10.8K and leaving 10,635 shares worth $1.76M. The position accounts for 0.4% of the portfolio, ranked #40.

TrueWealth Advisors first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.35M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • TrueWealth Advisors held 10,635 shares of Chevron worth $1.76M as of Q2 2026.
  • TrueWealth Advisors sold 58 Chevron shares in Q2 2026, an estimated $10.8K.
  • Chevron made up 0.4% of TrueWealth Advisors's portfolio in Q2 2026, its #40 holding.
  • TrueWealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Chevron position peaked at $2.35M in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.