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Advisor OS’s Chevron CVX Stock Holding History

Advisor OS’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 		$1.46M Sell
8,797
-680
-7% -$127K 0.1% 150
2026
Q1 		$1.96M Buy
9,477
+5
+0.1% +$912 0.14% 107
2025
Q4 		$1.44M Buy
9,472
+1,682
+22% +$256K 0.12% 119
2025
Q3 		$1.21M Buy
7,790
+1,455
+23% +$225K 0.1% 131
2025
Q2 		$907K Buy
6,335
+253
+4% +$35.7K 0.09% 164
2025
Q1 		$1.02M Buy
6,082
+1,116
+22% +$175K 0.12% 123
2024
Q4 		$719K Buy
4,966
+945
+24% +$145K 0.08% 163
2024
Q3 		$592K Sell
4,021
-800
-17% -$119K 0.06% 232
2024
Q2 		$754K Sell
4,821
-550
-10% -$87.7K 0.08% 193
2024
Q1 		$847K Buy
5,371
+640
+14% +$96.6K 0.1% 186
2023
Q4 		$706K Buy
4,731
+448
+10% +$67.8K 0.09% 173
2023
Q3 		$722K Buy
4,283
+158
+4% +$25.5K 0.11% 166
2023
Q2 		$649K Buy
4,125
+2,277
+123% +$365K 0.11% 177
2023
Q1 		$301K Sell
1,848
-61
-3% -$10.2K 0.07% 192
2022
Q4 		$343K Buy
+1,909
New +$333K 0.09% 172

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

Advisor OS's CVX Position: Q2 2026 in Review

Advisor OS reduced its Chevron (CVX) stake by 7.2% in Q2 2026, selling an estimated $127K and leaving 8,797 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #150.

Advisor OS first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.96M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Advisor OS held 8,797 shares of Chevron worth $1.46M as of Q2 2026.
  • Advisor OS sold 680 Chevron shares in Q2 2026, an estimated $127K.
  • Chevron made up 0.1% of Advisor OS's portfolio in Q2 2026, its #150 holding.
  • Advisor OS first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Advisor OS's Chevron position peaked at $1.96M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.