White Knight Strategic Wealth Advisors’s Chevron CVX Stock Holding History

White Knight Strategic Wealth Advisors’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	$335K	Buy	2,020 +425	+27%	+$79.1K	0.23%	70
2026 Q1	$330K	Sell	1,595 -460	-22%	-$83.9K	0.28%	64
2025 Q4	$313K	Buy	2,055 +285	+16%	+$43.4K	0.23%	74
2025 Q3	$275K	Sell	1,770 -460	-21%	-$71.2K	0.22%	73
2025 Q2	$319K	Buy	2,230 +65	+3%	+$9.16K	0.27%	65
2025 Q1	$362K	Sell	2,165 -2,035	-48%	-$319K	0.33%	57
2024 Q4	$608K	Buy	+4,200	New	+$643K	0.25%	66

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

White Knight Strategic Wealth Advisors's CVX Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its Chevron (CVX) stake by 27% in Q2 2026, buying an estimated $79.1K and bringing the position to 2,020 shares worth $335K. The position accounts for 0.23% of the portfolio, ranked #70.

White Knight Strategic Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q4 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

White Knight Strategic Wealth Advisors held 2,020 shares of Chevron worth $335K as of Q2 2026.
White Knight Strategic Wealth Advisors bought 425 Chevron shares in Q2 2026, an estimated $79.1K.
Chevron made up 0.23% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #70 holding.
White Knight Strategic Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
White Knight Strategic Wealth Advisors's Chevron position peaked at $608K in Q4 2024.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.