Vistica Wealth Advisors’s Chevron CVX Stock Holding History

Vistica 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	$225K	Buy	1,358 +340	+33%	+$63.3K	0.19%	48
2026 Q1	$211K	Buy	+1,018	New	+$186K	0.21%	47

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Vistica Wealth Advisors increased its Chevron (CVX) stake by 33% in Q2 2026, buying an estimated $63.3K and bringing the position to 1,358 shares worth $225K. The position accounts for 0.19% of the portfolio, ranked #48.

Vistica Wealth Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Vistica Wealth Advisors held 1,358 shares of Chevron worth $225K as of Q2 2026.
Vistica Wealth Advisors bought 340 Chevron shares in Q2 2026, an estimated $63.3K.
Chevron made up 0.19% of Vistica Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Vistica Wealth Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.