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Visionary Wealth Advisors’s Chevron CVX Stock Holding History

Visionary 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 		$13.5M Buy
81,320
+2,016
+3% +$375K 0.53% 44
2026
Q1 		$16.4M Sell
79,304
-400
-0.5% -$72.9K 0.73% 35
2025
Q4 		$12.1M Buy
79,704
+1,009
+1% +$154K 0.55% 44
2025
Q3 		$12.2M Sell
78,695
-292
-0.4% -$45.2K 0.57% 43
2025
Q2 		$11.3M Buy
78,987
+3,043
+4% +$429K 0.58% 41
2025
Q1 		$12.7M Sell
75,944
-1,237
-2% -$194K 0.76% 30
2024
Q4 		$11.2M Buy
77,181
+125
+0.2% +$19.1K 0.66% 37
2024
Q3 		$11.3M Buy
77,056
+5,788
+8% +$862K 0.69% 31
2024
Q2 		$11.1M Buy
71,268
+1,361
+2% +$217K 0.73% 29
2024
Q1 		$11M Buy
69,907
+3,648
+6% +$550K 0.74% 27
2023
Q4 		$9.88M Buy
66,259
+1,996
+3% +$302K 0.73% 26
2023
Q3 		$10.8M Buy
64,263
+535
+0.8% +$86.4K 0.88% 22
2023
Q2 		$10M Buy
63,728
+603
+1% +$96.7K 0.8% 27
2023
Q1 		$10.3M Sell
63,125
-48
-0.1% -$8.05K 0.87% 26
2022
Q4 		$11.3M Buy
63,173
+1,233
+2% +$215K 1.05% 21
2022
Q3 		$8.9M Sell
61,940
-2,294
-4% -$350K 0.92% 28
2022
Q2 		$9.3M Buy
64,234
+3,134
+5% +$518K 0.83% 29
2022
Q1 		$9.95M Buy
61,100
+3,478
+6% +$499K 0.8% 29
2021
Q4 		$6.76M Buy
57,622
+4,057
+8% +$461K 0.55% 43
2021
Q3 		$5.43M Buy
53,565
+12,752
+31% +$1.27M 0.56% 44
2021
Q2 		$4.28M Sell
40,813
-251
-0.6% -$26.5K 0.43% 57
2021
Q1 		$4.3M Sell
41,064
-650
-2% -$63.5K 0.45% 58
2020
Q4 		$3.52M Buy
41,714
+2,961
+8% +$240K 0.4% 65
2020
Q3 		$2.79M Buy
38,753
+3,783
+11% +$318K 0.39% 69
2020
Q2 		$3.12M Buy
34,970
+1,723
+5% +$154K 0.48% 56
2020
Q1 		$2.41M Buy
33,247
+14,285
+75% +$1.41M 0.45% 70
2019
Q4 		$2.29M Buy
+18,962
New +$2.23M 0.41% 65

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Visionary Wealth Advisors increased its Chevron (CVX) stake by 2.5% in Q2 2026, buying an estimated $375K and bringing the position to 81,320 shares worth $13.5M. The position accounts for 0.53% of the portfolio, ranked #44.

Visionary Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.4M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Visionary Wealth Advisors held 81,320 shares of Chevron worth $13.5M as of Q2 2026.
  • Visionary Wealth Advisors bought 2,016 Chevron shares in Q2 2026, an estimated $375K.
  • Chevron made up 0.53% of Visionary Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Visionary Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Chevron position peaked at $16.4M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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