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
2022 Q3	–	Sell	-800	Closed	-$10K	–	222
2022 Q2	$10K	Buy	+800	New	+$132K	﹤0.01%	522

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 4,123 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.
4,123 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.