Acorn Financial Advisory Services’s Chevron CVX Stock Holding History

Acorn Financial Advisory Services’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	$222K	Sell	1,342 -56	-4%	-$10.4K	0.03%	204
2026 Q1	$289K	Sell	1,398 -4	-0.3%	-$729	0.04%	170
2025 Q4	$214K	Buy	+1,402	New	+$214K	0.03%	203
2025 Q1	–	Sell	-1,636	Closed	-$237K	–	194
2024 Q4	$237K	Buy	1,636 +5	+0.3%	+$765	0.04%	183
2024 Q3	$240K	Sell	1,631 -62	-4%	-$9.23K	0.04%	179
2024 Q2	$265K	Hold	1,693	–	–	0.05%	169
2024 Q1	$267K	Sell	1,693 -359	-17%	-$54.2K	0.05%	174
2023 Q4	$307K	Buy	2,052 +393	+24%	+$59.4K	0.05%	194
2023 Q3	$279K	Buy	1,659 +10	+0.6%	+$1.61K	0.05%	199
2023 Q2	$259K	Sell	1,649 -158	-9%	-$25.3K	0.05%	209
2023 Q1	$295K	Buy	1,807 +226	+14%	+$37.9K	0.06%	178
2022 Q4	$284K	Buy	1,581 +1	+0.1%	+$175	0.06%	175
2022 Q3	$227K	Sell	1,580 -84	-5%	-$12.8K	0.05%	189
2022 Q2	$241K	Sell	1,664 -132	-7%	-$21.8K	0.06%	187
2022 Q1	$293K	Sell	1,796 -374	-17%	-$53.6K	0.06%	186
2021 Q4	$255K	Buy	+2,170	New	+$246K	0.05%	193
2021 Q3	–	Sell	-3,108	Closed	-$326K	–	220
2021 Q2	$326K	Sell	3,108 -20	-0.6%	-$2.11K	0.1%	187
2021 Q1	$328K	Buy	3,128 +1	+0%	+$98	0.12%	162
2020 Q4	$264K	Sell	3,127 -399	-11%	-$32.3K	0.1%	185
2020 Q3	$255K	Sell	3,526 -34	-1%	-$2.86K	0.13%	178
2020 Q2	$317K	Buy	+3,560	New	+$319K	0.22%	140
2020 Q1	–	Sell	-2,962	Closed	-$357K	–	162
2019 Q4	$357K	Buy	+2,962	New	+$349K	0.3%	116

Other funds holding CVX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Acorn Financial Advisory Services's CVX Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Chevron (CVX) stake by 4% in Q2 2026, selling an estimated $10.4K and leaving 1,342 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #204.

Acorn Financial Advisory Services first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. The position peaked at $357K in Q4 2019. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Acorn Financial Advisory Services held 1,342 shares of Chevron worth $222K as of Q2 2026.
Acorn Financial Advisory Services sold 56 Chevron shares in Q2 2026, an estimated $10.4K.
Chevron made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #204 holding.
Acorn Financial Advisory Services first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
Acorn Financial Advisory Services's Chevron position peaked at $357K in Q4 2019.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.