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Wealth Advisors of Iowa’s Chevron CVX Stock Holding History

Wealth Advisors of Iowa’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 		$239K Buy
1,444
+36
+3% +$6.7K 0.06% 80
2026
Q1 		$291K Buy
1,408
+22
+2% +$4.01K 0.09% 73
2025
Q4 		$211K Hold
1,386
– – 0.07% 79
2025
Q3 		$215K Buy
+1,386
New +$215K 0.07% 79
2025
Q2 		– Sell
-1,547
Closed -$259K – 78
2025
Q1 		$259K Buy
1,547
+47
+3% +$7.36K 0.11% 59
2024
Q4 		$217K Buy
1,500
+41
+3% +$6.28K 0.11% 59
2024
Q3 		$215K Sell
1,459
-642
-31% -$95.6K 0.11% 66
2024
Q2 		$329K Buy
2,101
+10
+0.5% +$1.59K 0.18% 30
2024
Q1 		$330K Buy
2,091
+105
+5% +$15.8K 0.2% 42
2023
Q4 		$296K Buy
1,986
+110
+6% +$16.6K 0.2% 44
2023
Q3 		$316K Buy
1,876
+99
+6% +$16K 0.22% 42
2023
Q2 		$280K Buy
1,777
+9
+0.5% +$1.44K 0.2% 48
2023
Q1 		$289K Sell
1,768
-38
-2% -$6.37K 0.23% 45
2022
Q4 		$324K Sell
1,806
-103
-5% -$18K 0.26% 43
2022
Q3 		$275K Buy
+1,909
New +$291K 0.26% 42
2022
Q2 		– Sell
-1,563
Closed -$254K – 60
2022
Q1 		$254K Buy
+1,563
New +$224K 0.13% 49

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

Wealth Advisors of Iowa's CVX Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its Chevron (CVX) stake by 2.6% in Q2 2026, buying an estimated $6.7K and bringing the position to 1,444 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #80.

Wealth Advisors of Iowa first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $330K in Q1 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wealth Advisors of Iowa held 1,444 shares of Chevron worth $239K as of Q2 2026.
  • Wealth Advisors of Iowa bought 36 Chevron shares in Q2 2026, an estimated $6.7K.
  • Chevron made up 0.06% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #80 holding.
  • Wealth Advisors of Iowa first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • Wealth Advisors of Iowa's Chevron position peaked at $330K in Q1 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.