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WCG Wealth Advisors’s Chevron CVX Stock Holding History

WCG 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 		$4.14M Buy
24,964
+53
+0.2% +$9.87K 0.1% 193
2026
Q1 		$5.15M Buy
24,911
+237
+1% +$43.2K 0.14% 149
2025
Q4 		$3.76M Buy
24,674
+14,078
+133% +$2.14M 0.11% 184
2025
Q3 		$1.65M Sell
10,596
-1,268
-11% -$196K 0.1% 170
2025
Q2 		$1.7M Buy
+11,864
New +$1.67M 0.11% 176
2024
Q4 		– Sell
-10,309
Closed -$1.52M – 299
2024
Q3 		$1.52M Buy
+10,309
New +$1.53M 0.1% 181
2024
Q2 		– Sell
-20,027
Closed -$3.16M – 286
2024
Q1 		$3.16M Sell
20,027
-7,834
-28% -$1.18M 0.26% 89
2023
Q4 		$4.16M Sell
27,861
-2,352
-8% -$356K 0.31% 80
2023
Q3 		$5.18M Buy
30,213
+6,562
+28% +$1.06M 0.38% 66
2023
Q2 		$3.72M Buy
23,651
+8,635
+58% +$1.38M 0.43% 56
2023
Q1 		$2.45M Sell
15,016
-119
-0.8% -$20K 0.31% 67
2022
Q4 		$2.72M Buy
15,135
+1,568
+12% +$274K 0.37% 61
2022
Q3 		$2.22M Sell
13,567
-1,892
-12% -$289K 0.29% 70
2022
Q2 		$2.24M Buy
+15,459
New +$2.56M 0.31% 67

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

WCG Wealth Advisors increased its Chevron (CVX) stake by 0.21% in Q2 2026, buying an estimated $9.87K and bringing the position to 24,964 shares worth $4.14M. The position accounts for 0.1% of the portfolio, ranked #193.

WCG Wealth Advisors first reported a position in CVX in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.18M in Q3 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • WCG Wealth Advisors held 24,964 shares of Chevron worth $4.14M as of Q2 2026.
  • WCG Wealth Advisors bought 53 Chevron shares in Q2 2026, an estimated $9.87K.
  • Chevron made up 0.1% of WCG Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • WCG Wealth Advisors first reported a position in Chevron in Q2 2022 and has held it in 14 quarters since.
  • WCG Wealth Advisors's Chevron position peaked at $5.18M in Q3 2023.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.