WAG
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Wiser Advisor Group’s Chevron CVX Stock Holding History

Wiser Advisor 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 		$62.9K Buy
380
+4
+1% +$745 0.07% 81
2026
Q1 		$77.8K Buy
376
+4
+1% +$729 0.09% 73
2025
Q4 		$56.8K Buy
372
+4
+1% +$609 0.06% 88
2025
Q3 		$57.2K Buy
+368
New +$57K 0.07% 86
2025
Q2 		– Sell
-360
Closed -$60.2K – 92
2025
Q1 		$60.2K Buy
360
+4
+1% +$626 0.09% 83
2024
Q4 		$51.6K Buy
356
+3
+0.8% +$459 0.08% 95
2024
Q3 		$51.9K Buy
353
+11
+3% +$1.64K 0.08% 94
2024
Q2 		$53.4K Buy
342
+4
+1% +$638 0.08% 90
2024
Q1 		$53.3K Buy
338
+4
+1% +$604 0.08% 92
2023
Q4 		$49.9K Buy
+334
New +$50.5K 0.08% 95

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wiser Advisor Group's CVX Position: Q2 2026 in Review

Wiser Advisor Group increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $745 and bringing the position to 380 shares worth $62.9K. The position accounts for 0.07% of the portfolio, ranked #81.

Wiser Advisor Group first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $77.8K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wiser Advisor Group held 380 shares of Chevron worth $62.9K as of Q2 2026.
  • Wiser Advisor Group bought 4 Chevron shares in Q2 2026, an estimated $745.
  • Chevron made up 0.07% of Wiser Advisor Group's portfolio in Q2 2026, its #81 holding.
  • Wiser Advisor Group first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Chevron position peaked at $77.8K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.