WFAG
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Wescott Financial Advisory Group’s Chevron CVX Stock Holding History

Wescott Financial Advisory Group’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 		$604K Sell
3,641
-705
-16% -$131K 0.05% 123
2026
Q1 		$899K Buy
4,346
+728
+20% +$133K 0.08% 104
2025
Q4 		$551K Sell
3,618
-649
-15% -$98.8K 0.05% 122
2025
Q3 		$663K Buy
4,267
+897
+27% +$139K 0.06% 111
2025
Q2 		$483K Sell
3,370
-496
-13% -$69.9K 0.05% 120
2025
Q1 		$647K Buy
3,866
+374
+11% +$58.5K 0.07% 100
2024
Q4 		$506K Buy
3,492
+224
+7% +$34.3K 0.05% 114
2024
Q3 		$481K Sell
3,268
-9
-0.3% -$1.34K 0.05% 116
2024
Q2 		$513K Buy
3,277
+411
+14% +$65.5K 0.06% 114
2024
Q1 		$452K Sell
2,866
-593
-17% -$89.5K 0.06% 114
2023
Q4 		$516K Buy
3,459
+334
+11% +$50.5K 0.07% 104
2023
Q3 		$527K Sell
3,125
-1,254
-29% -$203K 0.1% 95
2023
Q2 		$689K Buy
4,379
+2,066
+89% +$331K 0.12% 82
2023
Q1 		$377K Buy
2,313
+909
+65% +$152K 0.08% 110
2022
Q4 		$252K Buy
+1,404
New +$245K 0.05% 130

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Wescott Financial Advisory Group's CVX Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $131K and leaving 3,641 shares worth $604K. The position accounts for 0.05% of the portfolio, ranked #123.

Wescott Financial Advisory Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $899K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wescott Financial Advisory Group held 3,641 shares of Chevron worth $604K as of Q2 2026.
  • Wescott Financial Advisory Group sold 705 Chevron shares in Q2 2026, an estimated $131K.
  • Chevron made up 0.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Wescott Financial Advisory Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Wescott Financial Advisory Group's Chevron position peaked at $899K in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.