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Vanguard Capital Wealth Advisors’s Chevron CVX Stock Holding History

Vanguard Capital 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 		$467K Buy
2,818
+50
+2% +$9.31K 0.32% 62
2026
Q1 		$573K Buy
2,768
+400
+17% +$72.9K 0.53% 40
2025
Q4 		$361K Buy
2,368
+310
+15% +$47.2K 0.29% 71
2025
Q3 		$320K Sell
2,058
-360
-15% -$55.8K 0.26% 84
2025
Q2 		$346K Buy
2,418
+264
+12% +$37.2K 0.34% 63
2025
Q1 		$360K Sell
2,154
-304
-12% -$47.6K 0.44% 51
2024
Q4 		$356K Buy
2,458
+100
+4% +$15.3K 0.39% 61
2024
Q3 		$347K Sell
2,358
-1,151
-33% -$171K 0.37% 62
2024
Q2 		$549K Sell
3,509
-56
-2% -$8.93K 0.37% 56
2024
Q1 		$562K Buy
3,565
+225
+7% +$34K 0.4% 57
2023
Q4 		$498K Sell
3,340
-195
-6% -$29.5K 0.4% 60
2023
Q3 		$596K Buy
3,535
+1,131
+47% +$183K 0.55% 42
2023
Q2 		$378K Sell
2,404
-1,199
-33% -$192K 0.34% 66
2023
Q1 		$588K Buy
3,603
+1,103
+44% +$185K 0.59% 43
2022
Q4 		$449K Buy
2,500
+404
+19% +$70.5K 0.52% 51
2022
Q3 		$302K Buy
2,096
+144
+7% +$22K 0.37% 65
2022
Q2 		$282K Buy
1,952
+211
+12% +$34.9K 0.32% 79
2022
Q1 		$283K Sell
1,741
-353
-17% -$50.6K 0.2% 104
2021
Q4 		$245K Sell
2,094
-1,035
-33% -$118K 0.18% 111
2021
Q3 		$317 Buy
+3,129
New +$312K 0.21% 94
2018
Q4 		– Sell
-1,928
Closed -$235K – 111
2018
Q3 		$235K Sell
1,928
-177
-8% -$21.5K 0.27% 101
2018
Q2 		$268K Sell
2,105
-19
-0.9% -$2.36K 0.36% 89
2018
Q1 		$238K Sell
2,124
-77
-3% -$9.21K 0.31% 89
2017
Q4 		$276K Buy
+2,201
New +$261K 0.35% 86

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vanguard Capital Wealth Advisors's CVX Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors increased its Chevron (CVX) stake by 1.8% in Q2 2026, buying an estimated $9.31K and bringing the position to 2,818 shares worth $467K. The position accounts for 0.32% of the portfolio, ranked #62.

Vanguard Capital Wealth Advisors first reported a position in CVX in Q4 2017 and has held it in 24 quarters since. The position peaked at $596K in Q3 2023. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 2,818 shares of Chevron worth $467K as of Q2 2026.
  • Vanguard Capital Wealth Advisors bought 50 Chevron shares in Q2 2026, an estimated $9.31K.
  • Chevron made up 0.32% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Chevron in Q4 2017 and has held it in 24 quarters since.
  • Vanguard Capital Wealth Advisors's Chevron position peaked at $596K in Q3 2023.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.