WAS
CVX icon

Wealth Advisory Solutions’s Chevron CVX Stock Holding History

Wealth Advisory Solutions’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 		$1.55M Buy
9,343
+73
+0.8% +$13.6K 0.32% 66
2026
Q1 		$1.92M Sell
9,270
-407
-4% -$74.2K 0.43% 52
2025
Q4 		$1.47M Sell
9,677
-54
-0.6% -$8.22K 0.34% 62
2025
Q3 		$1.51M Buy
9,731
+17
+0.2% +$2.63K 0.37% 61
2025
Q2 		$1.39M Sell
9,714
-188
-2% -$26.5K 0.35% 64
2025
Q1 		$1.66M Sell
9,902
-22,132
-69% -$3.46M 0.44% 55
2024
Q4 		$4.64M Sell
32,034
-13,798
-30% -$2.11M 1.3% 20
2024
Q3 		$6.75M Sell
45,832
-5,513
-11% -$821K 1.86% 13
2024
Q2 		$8.03M Buy
51,345
+2,294
+5% +$366K 2.18% 12
2024
Q1 		$7.74M Buy
49,051
+2,836
+6% +$428K 2% 13
2023
Q4 		$6.89M Sell
46,215
-6,962
-13% -$1.05M 2.41% 14
2023
Q3 		$8.97M Sell
53,177
-1,302
-2% -$210K 1.76% 15
2023
Q2 		$8.57M Sell
54,479
-1,451
-3% -$233K 2.28% 13
2023
Q1 		$9.13M Sell
55,930
-15,246
-21% -$2.56M 2.43% 10
2022
Q4 		$12.8M Sell
71,176
-438
-0.6% -$76.4K 3.43% 4
2022
Q3 		$10.3M Buy
71,614
+18,570
+35% +$2.83M 2.84% 5
2022
Q2 		$7.68M Sell
53,044
-5,128
-9% -$848K 1.89% 13
2022
Q1 		$9.47M Buy
+58,172
New +$8.34M 1.97% 10
2021
Q3 		$5.83M Buy
57,476
+35,700
+164% +$3.56M 1.3% 18
2021
Q2 		$2.28M Buy
21,776
+1,195
+6% +$126K 0.54% 50
2021
Q1 		$1.77M Buy
20,581
+17,697
+614% +$1.73M 0.37% 80
2020
Q4 		$243K Sell
2,884
-1,029
-26% -$83.3K 0.07% 139
2020
Q3 		$281K Sell
3,913
-177
-4% -$14.9K 0.07% 151
2020
Q2 		$364K Buy
4,090
+316
+8% +$28.3K 0.1% 128
2020
Q1 		$273K Buy
+3,774
New +$373K 0.09% 136

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Advisory Solutions's CVX Position: Q2 2026 in Review

Wealth Advisory Solutions increased its Chevron (CVX) stake by 0.79% in Q2 2026, buying an estimated $13.6K and bringing the position to 9,343 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #66.

Wealth Advisory Solutions first reported a position in CVX in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.8M in Q4 2022. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wealth Advisory Solutions held 9,343 shares of Chevron worth $1.55M as of Q2 2026.
  • Wealth Advisory Solutions bought 73 Chevron shares in Q2 2026, an estimated $13.6K.
  • Chevron made up 0.32% of Wealth Advisory Solutions's portfolio in Q2 2026, its #66 holding.
  • Wealth Advisory Solutions first reported a position in Chevron in Q1 2020 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's Chevron position peaked at $12.8M in Q4 2022.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.