Twin Peaks Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$271K Buy
1,637
+125
+8% +$23.3K 0.06% 182
2026
Q1
$313K Buy
1,512
+183
+14% +$33.4K 0.08% 135
2025
Q4
$243K Buy
+1,329
New +$202K 0.07% 162
2025
Q3
Sell
-984
Closed -$152K 618
2025
Q2
$152K Buy
+984
New +$139K 0.05% 180

Other funds holding CVX

Twin Peaks Wealth Advisors's CVX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Chevron (CVX) stake by 8.3% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,637 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #182.

Twin Peaks Wealth Advisors first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. The position peaked at $313K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,637 shares of Chevron worth $271K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 125 Chevron shares in Q2 2026, an estimated $23.3K.
  • Chevron made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Twin Peaks Wealth Advisors first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
  • Twin Peaks Wealth Advisors's Chevron position peaked at $313K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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