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Warren Street Wealth Advisors’s Chevron CVX Stock Holding History

Warren Street 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 		$6.47M Buy
39,038
+947
+2% +$176K 1.44% 20
2026
Q1 		$7.88M Buy
38,091
+201
+0.5% +$36.7K 2.01% 11
2025
Q4 		$5.77M Buy
37,890
+763
+2% +$116K 1.65% 17
2025
Q3 		$5.77M Sell
37,127
-1,364
-4% -$211K 1.72% 14
2025
Q2 		$5.51M Buy
38,491
+483
+1% +$68.1K 1.82% 12
2025
Q1 		$6.36M Sell
38,008
-3,905
-9% -$611K 2.47% 9
2024
Q4 		$6.07M Sell
41,913
-2,531
-6% -$387K 2.49% 8
2024
Q3 		$6.55M Buy
44,444
+2,286
+5% +$340K 2.7% 8
2024
Q2 		$6.59M Buy
42,158
+2,714
+7% +$433K 3.28% 6
2024
Q1 		$6.22M Buy
39,444
+2,665
+7% +$402K 3.08% 7
2023
Q4 		$5.49M Buy
36,779
+9,349
+34% +$1.41M 3.11% 7
2023
Q3 		$4.63M Sell
27,430
-2,286
-8% -$369K 3.06% 8
2023
Q2 		$4.68M Buy
29,716
+3,430
+13% +$550K 3.08% 8
2023
Q1 		$4.29M Buy
26,286
+2,482
+10% +$416K 3.05% 8
2022
Q4 		$4.27M Sell
23,804
-2,821
-11% -$492K 3.43% 8
2022
Q3 		$3.83M Buy
26,625
+5,469
+26% +$834K 3.85% 7
2022
Q2 		$3.06M Sell
21,156
-1,276
-6% -$211K 2.96% 9
2022
Q1 		$3.65M Buy
22,432
+2,925
+15% +$419K 3.19% 8
2021
Q4 		$2.29M Buy
+19,507
New +$2.22M 2.12% 15

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

Warren Street Wealth Advisors's CVX Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Chevron (CVX) stake by 2.5% in Q2 2026, buying an estimated $176K and bringing the position to 39,038 shares worth $6.47M. The position accounts for 1.44% of the portfolio, ranked #20.

Warren Street Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.88M in Q1 2026. 1,842 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Warren Street Wealth Advisors held 39,038 shares of Chevron worth $6.47M as of Q2 2026.
  • Warren Street Wealth Advisors bought 947 Chevron shares in Q2 2026, an estimated $176K.
  • Chevron made up 1.44% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Warren Street Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Warren Street Wealth Advisors's Chevron position peaked at $7.88M in Q1 2026.
  • 1,842 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.