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Advyzon Investment Management’s Chevron CVX Stock Holding History

Advyzon Investment Management’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 		$3.15M Buy
19,009
+2,085
+12% +$388K 0.23% 101
2026
Q1 		$3.5M Buy
16,924
+3,145
+23% +$573K 0.31% 75
2025
Q4 		$2.1M Buy
13,779
+6,229
+83% +$949K 0.24% 100
2025
Q3 		$1.17M Buy
7,550
+2,862
+61% +$443K 0.2% 117
2025
Q2 		$671K Buy
4,688
+1,003
+27% +$141K 0.15% 132
2025
Q1 		$616K Sell
3,685
-62
-2% -$9.71K 0.22% 88
2024
Q4 		$543K Buy
+3,747
New +$574K 0.21% 95

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

Advyzon Investment Management's CVX Position: Q2 2026 in Review

Advyzon Investment Management increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $388K and bringing the position to 19,009 shares worth $3.15M. The position accounts for 0.23% of the portfolio, ranked #101.

Advyzon Investment Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Advyzon Investment Management held 19,009 shares of Chevron worth $3.15M as of Q2 2026.
  • Advyzon Investment Management bought 2,085 Chevron shares in Q2 2026, an estimated $388K.
  • Chevron made up 0.23% of Advyzon Investment Management's portfolio in Q2 2026, its #101 holding.
  • Advyzon Investment Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Chevron position peaked at $3.5M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.