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Allium Financial Advisors’s Chevron CVX Stock Holding History

Allium Financial Advisors’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
-1,320
Closed -$273K – 82
2026
Q1 		$273K Sell
1,320
-22
-2% -$4.01K 0.22% 62
2025
Q4 		$205K Sell
1,342
-64
-5% -$9.75K 0.16% 74
2025
Q3 		$218K Buy
1,406
+5
+0.4% +$774 0.18% 74
2025
Q2 		$201K Buy
+1,401
New +$198K 0.17% 86

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

Allium Financial Advisors's CVX Position: Q2 2026 in Review

Allium Financial Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,320 shares — an estimated $273K sold.

Allium Financial Advisors first reported a position in CVX in Q2 2025 and held it in 4 quarters. The position peaked at $273K in Q1 2026. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Allium Financial Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Allium Financial Advisors sold 1,320 Chevron shares in Q2 2026, an estimated $273K.
  • Allium Financial Advisors first reported a position in Chevron in Q2 2025 and held it in 4 quarters.
  • Allium Financial Advisors's Chevron position peaked at $273K in Q1 2026.
  • 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.