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Tulsa Wealth Advisors’s Chevron CVX Stock Holding History

Tulsa 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 		$711K Buy
4,290
+174
+4% +$32.4K 0.1% 84
2026
Q1 		$852K Sell
4,116
-2,259
-35% -$412K 0.15% 75
2025
Q4 		$972K Buy
+6,375
New +$971K 0.32% 53

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

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

Tulsa Wealth Advisors increased its Chevron (CVX) stake by 4.2% in Q2 2026, buying an estimated $32.4K and bringing the position to 4,290 shares worth $711K. The position accounts for 0.1% of the portfolio, ranked #84.

Tulsa Wealth Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $972K in Q4 2025. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tulsa Wealth Advisors held 4,290 shares of Chevron worth $711K as of Q2 2026.
  • Tulsa Wealth Advisors bought 174 Chevron shares in Q2 2026, an estimated $32.4K.
  • Chevron made up 0.1% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Tulsa Wealth Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Chevron position peaked at $972K in Q4 2025.
  • 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.