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AdvisorShares Investments’s Chevron CVX Stock Holding History

AdvisorShares Investments’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 		$385K Hold
2,320
– – 0.05% 215
2026
Q1 		$480K Buy
+2,320
New +$423K 0.09% 145
2025
Q3 		– Sell
-3,318
Closed -$475K – 312
2025
Q2 		$475K Buy
3,318
+718
+28% +$101K 0.09% 118
2025
Q1 		$438K Buy
+2,600
New +$407K 0.09% 155
2024
Q4 		– Sell
-3,179
Closed -$468K – 281
2024
Q3 		$468K Buy
3,179
+79
+3% +$11.8K 0.09% 154
2024
Q2 		$485K Buy
+3,100
New +$494K 0.08% 120
2023
Q2 		– Sell
-2,414
Closed -$394K – 274
2023
Q1 		$394K Sell
2,414
-27
-1% -$4.53K 0.12% 127
2022
Q4 		$438K Sell
2,441
-582
-19% -$102K 0.12% 100
2022
Q3 		$434K Buy
+3,023
New +$461K 0.12% 131

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AdvisorShares Investments's CVX Position: Q2 2026 in Review

AdvisorShares Investments held its Chevron (CVX) position steady in Q2 2026 at 2,320 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #215.

AdvisorShares Investments first reported a position in CVX in Q3 2022 and has held it in 9 quarters since. The position peaked at $485K in Q2 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • AdvisorShares Investments held 2,320 shares of Chevron worth $385K as of Q2 2026.
  • AdvisorShares Investments left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.05% of AdvisorShares Investments's portfolio in Q2 2026, its #215 holding.
  • AdvisorShares Investments first reported a position in Chevron in Q3 2022 and has held it in 9 quarters since.
  • AdvisorShares Investments's Chevron position peaked at $485K in Q2 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.