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Accelerate Investment Advisors’s Chevron CVX Stock Holding History

Accelerate Investment 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 		$378K Sell
2,279
-166
-7% -$30.9K 0.22% 76
2026
Q1 		$506K Sell
2,445
-62
-2% -$11.3K 0.34% 50
2025
Q4 		$382K Buy
2,507
+48
+2% +$7.31K 0.26% 59
2025
Q3 		$382K Buy
2,459
+91
+4% +$14.1K 0.26% 60
2025
Q2 		$339K Sell
2,368
-465
-16% -$65.6K 0.25% 64
2025
Q1 		$474K Buy
2,833
+307
+12% +$48.1K 0.4% 45
2024
Q4 		$366K Buy
2,526
+817
+48% +$125K 0.32% 56
2024
Q3 		$252K Buy
+1,709
New +$254K 0.25% 63

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Accelerate Investment Advisors's CVX Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its Chevron (CVX) stake by 6.8% in Q2 2026, selling an estimated $30.9K and leaving 2,279 shares worth $378K. The position accounts for 0.22% of the portfolio, ranked #76.

Accelerate Investment Advisors first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $506K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Accelerate Investment Advisors held 2,279 shares of Chevron worth $378K as of Q2 2026.
  • Accelerate Investment Advisors sold 166 Chevron shares in Q2 2026, an estimated $30.9K.
  • Chevron made up 0.22% of Accelerate Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Accelerate Investment Advisors first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Accelerate Investment Advisors's Chevron position peaked at $506K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.