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WMG Financial Advisors’s Chevron CVX Stock Holding History

WMG Financial 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 		– Sell
-1,201
Closed -$248K – 110
2026
Q1 		$248K Sell
1,201
-150
-11% -$27.4K 0.1% 80
2025
Q4 		$206K Sell
1,351
-44
-3% -$6.7K 0.08% 103
2025
Q3 		$217K Buy
+1,395
New +$216K 0.07% 190
2022
Q2 		– Sell
-1,698
Closed -$277K – 151
2022
Q1 		$277K Buy
+1,698
New +$244K 0.2% 122

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WMG Financial Advisors's CVX Position: Q2 2026 in Review

WMG Financial Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,201 shares — an estimated $248K sold.

WMG Financial Advisors first reported a position in CVX in Q1 2022 and held it in 4 quarters. The position peaked at $277K in Q1 2022. 2,057 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • WMG Financial Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • WMG Financial Advisors sold 1,201 Chevron shares in Q2 2026, an estimated $248K.
  • WMG Financial Advisors first reported a position in Chevron in Q1 2022 and held it in 4 quarters.
  • WMG Financial Advisors's Chevron position peaked at $277K in Q1 2022.
  • 2,057 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.