AAG
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Accordant Advisory Group’s Chevron CVX Stock Holding History

Accordant Advisory 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 		$111K Hold
671
– – 0.08% 64
2026
Q1 		$139K Buy
671
+300
+81% +$54.7K 0.09% 53
2025
Q4 		$56.5K Buy
371
+3
+0.8% +$457 0.04% 78
2025
Q3 		$57.1K Hold
368
– – 0.04% 83
2025
Q2 		$52.7K Sell
368
-14,426
-98% -$2.03M 0.04% 79
2025
Q1 		$2.47M Sell
14,794
-376
-2% -$58.9K 2.42% 17
2024
Q4 		$2.2M Sell
15,170
-81
-0.5% -$12.4K 2.12% 15
2024
Q3 		$2.25M Buy
15,251
+435
+3% +$64.7K 1.79% 18
2024
Q2 		$2.32M Sell
14,816
-267
-2% -$42.6K 2.19% 15
2024
Q1 		$2.38M Buy
+15,083
New +$2.28M 1.78% 17

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

Accordant Advisory Group's CVX Position: Q2 2026 in Review

Accordant Advisory Group held its Chevron (CVX) position steady in Q2 2026 at 671 shares worth $111K. The position accounts for 0.08% of the portfolio, ranked #64.

Accordant Advisory Group first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.47M in Q1 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Accordant Advisory Group held 671 shares of Chevron worth $111K as of Q2 2026.
  • Accordant Advisory Group left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.08% of Accordant Advisory Group's portfolio in Q2 2026, its #64 holding.
  • Accordant Advisory Group first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Accordant Advisory Group's Chevron position peaked at $2.47M in Q1 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.