Wealth Alliance Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.54M | Buy |
21,358
+3,519
| +20% | +$655K | 0.51% | 44 |
|
|
2026
Q1 | $3.69M | Sell |
17,839
-2,204
| -11% | -$402K | 0.58% | 36 |
|
|
2025
Q4 | $3.05M | Sell |
20,043
-75
| -0.4% | -$11.4K | 0.52% | 39 |
|
|
2025
Q3 | $3.12M | Sell |
20,118
-3,336
| -14% | -$517K | 0.56% | 38 |
|
|
2025
Q2 | $3.36M | Buy |
23,454
+1,765
| +8% | +$249K | 0.64% | 35 |
|
|
2025
Q1 | $3.63M | Buy |
21,689
+358
| +2% | +$56K | 0.75% | 29 |
|
|
2024
Q4 | $3.09M | Sell |
21,331
-278
| -1% | -$42.6K | 0.65% | 34 |
|
|
2024
Q3 | $3.18M | Buy |
21,609
+959
| +5% | +$143K | 0.67% | 30 |
|
|
2024
Q2 | $3.23M | Buy |
20,650
+564
| +3% | +$89.9K | 0.73% | 28 |
|
|
2024
Q1 | $3.17M | Sell |
20,086
-748
| -4% | -$113K | 0.74% | 27 |
|
|
2023
Q4 | $3.11M | Buy |
20,834
+2,965
| +17% | +$448K | 0.81% | 25 |
|
|
2023
Q3 | $3.01M | Buy |
17,869
+160
| +0.9% | +$25.8K | 0.89% | 22 |
|
|
2023
Q2 | $2.79M | Buy |
17,709
+228
| +1% | +$36.6K | 0.98% | 20 |
|
|
2023
Q1 | $2.85M | Sell |
17,481
-3,108
| -15% | -$521K | 1.07% | 19 |
|
|
2022
Q4 | $3.7M | Buy |
20,589
+529
| +3% | +$92.3K | 1.41% | 15 |
|
|
2022
Q3 | $2.88M | Buy |
20,060
+1,635
| +9% | +$249K | 1.27% | 16 |
|
|
2022
Q2 | $2.67M | Buy |
18,425
+766
| +4% | +$127K | 1.26% | 16 |
|
|
2022
Q1 | $2.88M | Buy |
17,659
+1,675
| +10% | +$240K | 1.25% | 15 |
|
|
2021
Q4 | $1.88M | Buy |
15,984
+5,423
| +51% | +$616K | 0.82% | 25 |
|
|
2021
Q3 | $1.07M | Buy |
10,561
+261
| +3% | +$26K | 0.52% | 35 |
|
|
2021
Q2 | $1.08M | Sell |
10,300
-3,924
| -28% | -$414K | 0.52% | 39 |
|
|
2021
Q1 | $1.49M | Buy |
14,224
+1,282
| +10% | +$125K | 0.76% | 28 |
|
|
2020
Q4 | $1.09M | Buy |
12,942
+588
| +5% | +$47.6K | 0.59% | 34 |
|
|
2020
Q3 | $889K | Sell |
12,354
-1,791
| -13% | -$151K | 0.53% | 32 |
|
|
2020
Q2 | $1.26M | Buy |
14,145
+113
| +0.8% | +$10.1K | 0.77% | 28 |
|
|
2020
Q1 | $1.02M | Buy |
14,032
+1,060
| +8% | +$105K | 0.79% | 27 |
|
|
2019
Q4 | $1.56M | Buy |
12,972
+229
| +2% | +$27K | 0.89% | 27 |
|
|
2019
Q3 | $1.48M | Buy |
12,743
+115
| +0.9% | +$14K | 0.92% | 27 |
|
|
2019
Q2 | $1.59M | Sell |
12,628
-20
| -0.2% | -$2.42K | 0.98% | 26 |
|
|
2019
Q1 | $1.5M | Sell |
12,648
-402
| -3% | -$47.6K | 0.96% | 24 |
|
|
2018
Q4 | $1.42M | Buy |
13,050
+5,225
| +67% | +$605K | 1.06% | 23 |
|
|
2018
Q3 | $957K | Buy |
7,825
+200
| +3% | +$24.3K | 0.49% | 44 |
|
|
2018
Q2 | $964K | Buy |
7,625
+61
| +0.8% | +$7.57K | 0.53% | 40 |
|
|
2018
Q1 | $863K | Buy |
7,564
+2,837
| +60% | +$339K | 0.5% | 41 |
|
|
2017
Q4 | $592K | Buy |
+4,727
| New | +$561K | 0.53% | 45 |
|
Other funds holding CVX
AACR
Wealth Alliance Advisory Group's CVX Position: Q2 2026 in Review
Wealth Alliance Advisory Group increased its Chevron (CVX) stake by 20% in Q2 2026, buying an estimated $655K and bringing the position to 21,358 shares worth $3.54M. The position accounts for 0.51% of the portfolio, ranked #44.
Wealth Alliance Advisory Group first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.7M in Q4 2022. 2,040 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Wealth Alliance Advisory Group held 21,358 shares of Chevron worth $3.54M as of Q2 2026.
- Wealth Alliance Advisory Group bought 3,519 Chevron shares in Q2 2026, an estimated $655K.
- Chevron made up 0.51% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #44 holding.
- Wealth Alliance Advisory Group first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
- Wealth Alliance Advisory Group's Chevron position peaked at $3.7M in Q4 2022.
- 2,040 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.