American Financial Advisors’s Chevron CVX Stock Holding History

American 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	$205K	Buy	1,238 +5	+0.4%	+$931	0.02%	164
2026 Q1	$255K	Buy	+1,233	New	+$225K	0.03%	140
2025 Q2	–	Sell	-1,210	Closed	-$202K	–	162
2025 Q1	$202K	Buy	+1,210	New	+$189K	0.03%	142
2024 Q4	–	Sell	-1,375	Closed	-$202K	–	151
2024 Q3	$202K	Buy	1,375 +39	+3%	+$5.8K	0.03%	141
2024 Q2	$209K	Sell	1,336 -155	-10%	-$24.7K	0.03%	138
2024 Q1	$235K	Buy	1,491 +8	+0.5%	+$1.21K	0.03%	131
2023 Q4	$221K	Buy	1,483 +8	+0.5%	+$1.21K	0.03%	129
2023 Q3	$249K	Buy	1,475 +7	+0.5%	+$1.13K	0.04%	115
2023 Q2	$231K	Buy	1,468 +7	+0.5%	+$1.12K	0.04%	120
2023 Q1	$238K	Buy	1,461 +7	+0.5%	+$1.17K	0.04%	115
2022 Q4	$261K	Buy	1,454 +6	+0.4%	+$1.05K	0.04%	104
2022 Q3	$208K	Buy	+1,448	New	+$221K	0.04%	112
2022 Q2	–	Sell	-1,388	Closed	-$226K	–	88
2022 Q1	$226K	Buy	+1,388	New	+$199K	0.03%	121

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

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

American Financial Advisors increased its Chevron (CVX) stake by 0.41% in Q2 2026, buying an estimated $931 and bringing the position to 1,238 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #164.

American Financial Advisors first reported a position in CVX in Q1 2022 and has held it in 13 quarters since. The position peaked at $261K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

American Financial Advisors held 1,238 shares of Chevron worth $205K as of Q2 2026.
American Financial Advisors bought 5 Chevron shares in Q2 2026, an estimated $931.
Chevron made up 0.02% of American Financial Advisors's portfolio in Q2 2026, its #164 holding.
American Financial Advisors first reported a position in Chevron in Q1 2022 and has held it in 13 quarters since.
American Financial Advisors's Chevron position peaked at $261K in Q4 2022.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.