Wealthspire Advisors (New York)’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 | $41.2M | Buy |
248,370
+189,300
| +320% | +$35.2M | 0.23% | 76 |
|
|
2026
Q1 | $12.2M | Sell |
59,070
-6,497
| -10% | -$1.18M | 0.1% | 101 |
|
|
2025
Q4 | $9.99M | Sell |
65,567
-49,499
| -43% | -$7.54M | 0.08% | 117 |
|
|
2025
Q3 | $17.9M | Sell |
115,066
-5,244
| -4% | -$812K | 0.09% | 85 |
|
|
2025
Q2 | $17.2M | Sell |
120,310
-6,712
| -5% | -$946K | 0.1% | 85 |
|
|
2025
Q1 | $21.2M | Buy |
127,022
+63,897
| +101% | +$10M | 0.13% | 76 |
|
|
2024
Q4 | $9.14M | Sell |
63,125
-3,431
| -5% | -$525K | 0.09% | 106 |
|
|
2024
Q3 | $9.8M | Buy |
66,556
+1,576
| +2% | +$235K | 0.1% | 103 |
|
|
2024
Q2 | $10.2M | Sell |
64,980
-5,994
| -8% | -$956K | 0.13% | 75 |
|
|
2024
Q1 | $11.2M | Sell |
70,974
-1,886
| -3% | -$285K | 0.15% | 67 |
|
|
2023
Q4 | $10.9M | Buy |
72,860
+34,188
| +88% | +$5.17M | 0.15% | 64 |
|
|
2023
Q3 | $6.52M | Buy |
38,672
+2,956
| +8% | +$477K | 0.11% | 91 |
|
|
2023
Q2 | $5.62M | Sell |
35,716
-976
| -3% | -$156K | 0.09% | 92 |
|
|
2023
Q1 | $5.99M | Buy |
36,692
+951
| +3% | +$159K | 0.1% | 88 |
|
|
2022
Q4 | $6.42M | Buy |
35,741
+149
| +0.4% | +$26K | 0.12% | 84 |
|
|
2022
Q3 | $5.11M | Buy |
35,592
+1,884
| +6% | +$287K | 0.11% | 90 |
|
|
2022
Q2 | $4.88M | Buy |
33,708
+5,487
| +19% | +$907K | 0.1% | 90 |
|
|
2022
Q1 | $4.59M | Buy |
28,221
+1,811
| +7% | +$260K | 0.1% | 76 |
|
|
2021
Q4 | $3.1M | Sell |
26,410
-3,764
| -12% | -$428K | 0.07% | 106 |
|
|
2021
Q3 | $3.06M | Buy |
30,174
+13,112
| +77% | +$1.31M | 0.06% | 124 |
|
|
2021
Q2 | $1.79M | Sell |
17,062
-19,437
| -53% | -$2.05M | 0.05% | 119 |
|
|
2021
Q1 | $3.83M | Buy |
36,499
+9,346
| +34% | +$913K | 0.09% | 109 |
|
|
2020
Q4 | $2.29M | Buy |
27,153
+17,846
| +192% | +$1.44M | 0.07% | 123 |
|
|
2020
Q3 | $670K | Sell |
9,307
-3,589
| -28% | -$302K | 0.04% | 157 |
|
|
2020
Q2 | $1.15M | Sell |
12,896
-17,257
| -57% | -$1.54M | 0.08% | 99 |
|
|
2020
Q1 | $2.19M | Buy |
30,153
+20,724
| +220% | +$2.05M | 0.09% | 118 |
|
|
2019
Q4 | $1.14M | Buy |
9,429
+1,890
| +25% | +$223K | 0.08% | 58 |
|
|
2019
Q3 | $894K | Buy |
7,539
+4,584
| +155% | +$557K | 0.07% | 54 |
|
|
2019
Q2 | $368K | Buy |
+2,955
| New | +$357K | 0.03% | 58 |
|
|
2019
Q1 | – | Sell |
-2,729
| Closed | -$297K | – | 220 |
|
|
2018
Q4 | $297K | Buy |
+2,729
| New | +$316K | 0.03% | 53 |
|
Other funds holding CVX
Wealthspire Advisors (New York)'s CVX Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its Chevron (CVX) stake by 320% in Q2 2026, buying an estimated $35.2M and bringing the position to 248,370 shares worth $41.2M. The position accounts for 0.23% of the portfolio, ranked #76.
Wealthspire Advisors (New York) first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Wealthspire Advisors (New York) held 248,370 shares of Chevron worth $41.2M as of Q2 2026.
- Wealthspire Advisors (New York) bought 189,300 Chevron shares in Q2 2026, an estimated $35.2M.
- Chevron made up 0.23% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #76 holding.
- Wealthspire Advisors (New York) first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.