ARC
CVX icon

Advisor Resource Council’s Chevron CVX Stock Holding History

Advisor Resource Council’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 		– Sell
-1,046
Closed -$216K – 279
2026
Q1 		$216K Buy
+1,046
New +$191K 0.07% 215
2025
Q2 		– Sell
-17,319
Closed -$2.84M – 272
2025
Q1 		$2.84M Buy
+17,319
New +$2.71M 0.23% 112
2024
Q4 		– Sell
-1,548
Closed -$228K – 110
2024
Q3 		$228K Buy
+1,548
New +$230K 0.1% 207
2024
Q2 		– Sell
-2,426
Closed -$364K – 98
2024
Q1 		$364K Sell
2,426
-9,203
-79% -$1.39M 0.15% 149
2023
Q4 		$1.73M Buy
11,629
+10,425
+866% +$1.58M 0.2% 125
2023
Q3 		$203K Buy
+1,204
New +$194K 0.1% 146
2023
Q2 		– Sell
-19,747
Closed -$3.34M – 187
2023
Q1 		$3.34M Buy
19,747
+1,220
+7% +$205K 0.84% 22
2022
Q4 		$3.33M Buy
18,527
+272
+1% +$47.5K 1.61% 8
2022
Q3 		$2.62M Sell
18,255
-10,445
-36% -$1.59M 1.77% 8
2022
Q2 		$4.16M Buy
28,700
+10,380
+57% +$1.72M 0.39% 57
2022
Q1 		$2.98M Sell
18,320
-16,750
-48% -$2.4M 0.9% 27
2021
Q4 		$4.12M Buy
35,070
+11,888
+51% +$1.35M 0.32% 64
2021
Q3 		$2.35M Sell
23,182
-5,955
-20% -$594K 0.71% 32
2021
Q2 		$3.05M Buy
+29,137
New +$3.08M 0.32% 69

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 Resource Council's CVX Position: Q2 2026 in Review

Advisor Resource Council sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,046 shares — an estimated $216K sold.

Advisor Resource Council first reported a position in CVX in Q2 2021 and held it in 14 quarters. The position peaked at $4.16M in Q2 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Advisor Resource Council reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Advisor Resource Council sold 1,046 Chevron shares in Q2 2026, an estimated $216K.
  • Advisor Resource Council first reported a position in Chevron in Q2 2021 and held it in 14 quarters.
  • Advisor Resource Council's Chevron position peaked at $4.16M in Q2 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.