Wallace Advisory Group’s Chevron CVX Stock Holding History

Wallace Advisory Group’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	$7.01M	Buy	42,280 +393	+0.9%	+$73.1K	6.59%	2
2026 Q1	$8.67M	Sell	41,887 -280	-0.7%	-$51.1K	9.26%	2
2025 Q4	$6.43M	Sell	42,167 -2,123	-5%	-$323K	6.74%	2
2025 Q3	$6.34M	Sell	44,290 -684	-2%	-$106K	5.1%	2
2025 Q2	$7.52M	Buy	44,974 +481	+1%	+$67.8K	5.46%	2
2025 Q1	$6.44M	Sell	44,493 -56	-0.1%	-$8.77K	4.46%	2
2024 Q4	$6.56M	Buy	44,549 +310	+0.7%	+$47.5K	4.53%	2
2024 Q3	$6.92M	Sell	44,239 -84	-0.2%	-$12.5K	5.06%	2
2024 Q2	$6.93M	Buy	44,323 +808	+2%	+$129K	4.99%	2
2024 Q1	$6.49M	Buy	43,515 +1,174	+3%	+$177K	4.88%	2
2023 Q4	$7.14M	Sell	42,341 -33	-0.1%	-$4.99K	5.59%	2
2023 Q3	$6.67M	Buy	42,374 +43	+0.1%	+$6.95K	4.79%	3
2023 Q2	$6.91M	Hold	42,331	–	–	5.25%	2
2023 Q1	$6.91M	Sell	42,331 -114	-0.3%	-$19.1K	5.25%	2
2022 Q4	$7.62M	Buy	+42,445	New	+$7.41M	6.01%	3

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

Wallace Advisory Group's CVX Position: Q2 2026 in Review

Wallace Advisory Group increased its Chevron (CVX) stake by 0.94% in Q2 2026, buying an estimated $73.1K and bringing the position to 42,280 shares worth $7.01M. The position accounts for 6.59% of the portfolio, ranked #2.

Wallace Advisory Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.67M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Wallace Advisory Group held 42,280 shares of Chevron worth $7.01M as of Q2 2026.
Wallace Advisory Group bought 393 Chevron shares in Q2 2026, an estimated $73.1K.
Chevron made up 6.59% of Wallace Advisory Group's portfolio in Q2 2026, its #2 holding.
Wallace Advisory Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's Chevron position peaked at $8.67M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.