Wilkerson 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
$85.2K Sell
514
-21
-4% -$3.91K 0.03% 172
2026
Q1
$111K Buy
535
+202
+61% +$36.8K 0.04% 133
2025
Q4
$50.8K Buy
+333
New +$50.7K 0.02% 164

Other funds holding CVX

Wilkerson Advisory Group's CVX Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Chevron (CVX) stake by 3.9% in Q2 2026, selling an estimated $3.91K and leaving 514 shares worth $85.2K. The position accounts for 0.03% of the portfolio, ranked #172.

Wilkerson Advisory Group first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $111K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wilkerson Advisory Group held 514 shares of Chevron worth $85.2K as of Q2 2026.
  • Wilkerson Advisory Group sold 21 Chevron shares in Q2 2026, an estimated $3.91K.
  • Chevron made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #172 holding.
  • Wilkerson Advisory Group first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Chevron position peaked at $111K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.