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W Advisors LLC’s Chevron CVX Stock Holding History

W Advisors LLC’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 		$533K Buy
3,218
+233
+8% +$43.4K 0.24% 84
2026
Q1 		$618K Sell
2,985
-16
-0.5% -$2.92K 0.32% 72
2025
Q4 		$457K Buy
3,001
+2
+0.1% +$305 0.23% 86
2025
Q3 		$466K Buy
2,999
+32
+1% +$4.96K 0.25% 81
2025
Q2 		$425K Sell
2,967
-70
-2% -$9.87K 0.24% 79
2025
Q1 		$508K Sell
3,037
-95
-3% -$14.9K 0.32% 71
2024
Q4 		$454K Hold
3,132
– – 0.28% 72
2024
Q3 		$461K Sell
3,132
-1,853
-37% -$276K 0.28% 71
2024
Q2 		$780K Sell
4,985
-595
-11% -$94.9K 0.51% 45
2024
Q1 		$880K Buy
5,580
+22
+0.4% +$3.32K 0.6% 40
2023
Q4 		$829K Buy
5,558
+8
+0.1% +$1.21K 0.61% 38
2023
Q3 		$936K Buy
5,550
+36
+0.7% +$5.82K 0.77% 33
2023
Q2 		$868K Hold
5,514
– – 0.68% 35
2023
Q1 		$900K Sell
5,514
-63
-1% -$10.6K 0.74% 33
2022
Q4 		$1M Sell
5,577
-504
-8% -$88K 0.83% 32
2022
Q3 		$874K Buy
6,081
+5
+0.1% +$763 0.81% 32
2022
Q2 		$879K Buy
6,076
+36
+0.6% +$5.95K 0.76% 32
2022
Q1 		$983K Buy
6,040
+290
+5% +$41.6K 0.74% 35
2021
Q4 		$674K Buy
+5,750
New +$653K 0.5% 45

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

W Advisors LLC's CVX Position: Q2 2026 in Review

W Advisors LLC increased its Chevron (CVX) stake by 7.8% in Q2 2026, buying an estimated $43.4K and bringing the position to 3,218 shares worth $533K. The position accounts for 0.24% of the portfolio, ranked #84.

W Advisors LLC first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1M in Q4 2022. 2,010 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • W Advisors LLC held 3,218 shares of Chevron worth $533K as of Q2 2026.
  • W Advisors LLC bought 233 Chevron shares in Q2 2026, an estimated $43.4K.
  • Chevron made up 0.24% of W Advisors LLC's portfolio in Q2 2026, its #84 holding.
  • W Advisors LLC first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's Chevron position peaked at $1M in Q4 2022.
  • 2,010 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.