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VSM Wealth Advisory’s Chevron CVX Stock Holding History

VSM Wealth Advisory’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 		$209K Buy
1,263
+3
+0.2% +$558 0.06% 110
2026
Q1 		$261K Sell
1,260
-14
-1% -$2.55K 0.08% 95
2025
Q4 		$194K Buy
1,274
+3
+0.2% +$457 0.06% 107
2025
Q3 		$197K Sell
1,271
-419
-25% -$64.9K 0.06% 88
2025
Q2 		$242K Sell
1,690
-61
-3% -$8.6K 0.08% 85
2025
Q1 		$293K Hold
1,751
– – 0.11% 73
2024
Q4 		$254K Buy
+1,751
New +$268K 0.09% 78

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

VSM Wealth Advisory's CVX Position: Q2 2026 in Review

VSM Wealth Advisory increased its Chevron (CVX) stake by 0.24% in Q2 2026, buying an estimated $558 and bringing the position to 1,263 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #110.

VSM Wealth Advisory first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q1 2025. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • VSM Wealth Advisory held 1,263 shares of Chevron worth $209K as of Q2 2026.
  • VSM Wealth Advisory bought 3 Chevron shares in Q2 2026, an estimated $558.
  • Chevron made up 0.06% of VSM Wealth Advisory's portfolio in Q2 2026, its #110 holding.
  • VSM Wealth Advisory first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Chevron position peaked at $293K in Q1 2025.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.