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Showing 8 of 29 quarters

Position history for WAWealthspire Advisors, LLC's holdings in Chevron Corporation

Yes. Wealthspire Advisors holds 248,370 shares of CVX (Chevron), worth $41.2M, as of its Q2 2026 13F filing. It increased the position from 59,070 shares in Q1 2026. Wealthspire Advisors has held CVX since Q2 2019, across 29 quarterly 13F filings. CVX is 0.2% of Wealthspire Advisors' reported 13F portfolio.

Current Value

$41.2M

Current Shares

248,370

Total Value Change

+$31.4M

Total Shares Change

+181,814

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
248,370
+320.5%
$41.2M0.2%$164.33
56
2026-Q1
Decreased
59,070
-9.9%
$12.2M0.1%$203.25
0
2025-Q4
Decreased
65,567
-43.0%
$10M0.1%$148.27
0
2025-Q3
Decreased
115,066
-4.4%
$17.9M0.1%$149.40
0
2025-Q2
Decreased
120,310
-5.3%
$17.2M0.1%$136.24
0
2025-Q1
Increased
127,022
+101.2%
$21.2M0.1%$157.26
55
2024-Q4
Decreased
63,125
-5.2%
$9.1M0.1%$134.66
0
2024-Q3
Increased
66,556
+2.4%
$9.8M0.1%$135.54
28

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