Zinnia Wealth Advisory’s Chevron CVX Stock Holding History

Zinnia Wealth Advisory’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	$341K	Buy	2,056 +607	+42%	+$113K	0.35%	64
2026 Q1	$300K	Sell	1,449 -631	-30%	-$115K	0.34%	68
2025 Q4	$317K	Buy	+2,080	New	+$317K	0.34%	68

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Zinnia Wealth Advisory's CVX Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its Chevron (CVX) stake by 42% in Q2 2026, buying an estimated $113K and bringing the position to 2,056 shares worth $341K. The position accounts for 0.35% of the portfolio, ranked #64.

Zinnia Wealth Advisory first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,117 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Zinnia Wealth Advisory held 2,056 shares of Chevron worth $341K as of Q2 2026.
Zinnia Wealth Advisory bought 607 Chevron shares in Q2 2026, an estimated $113K.
Chevron made up 0.35% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #64 holding.
Zinnia Wealth Advisory first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
4,117 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.