Advisortrust Partners’s Chevron CVX Stock Holding History

Advisortrust Partners’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	$438K	Buy	2,645 +1,210	+84%	+$225K	0.15%	116
2026 Q1	$297K	Buy	+1,435	New	+$262K	0.12%	129

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

Advisortrust Partners's CVX Position: Q2 2026 in Review

Advisortrust Partners increased its Chevron (CVX) stake by 84% in Q2 2026, buying an estimated $225K and bringing the position to 2,645 shares worth $438K. The position accounts for 0.15% of the portfolio, ranked #116.

Advisortrust Partners first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Advisortrust Partners held 2,645 shares of Chevron worth $438K as of Q2 2026.
Advisortrust Partners bought 1,210 Chevron shares in Q2 2026, an estimated $225K.
Chevron made up 0.15% of Advisortrust Partners's portfolio in Q2 2026, its #116 holding.
Advisortrust Partners first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.