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American Institute for Advanced Investment Management’s Chevron CVX Stock Holding History

American Institute for Advanced 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 		$438K Hold
2,641
– – 0.25% 102
2026
Q1 		$546K Sell
2,641
-145
-5% -$26.4K 0.35% 80
2025
Q4 		$425K Sell
2,786
-335
-11% -$51K 0.27% 92
2025
Q3 		$485K Sell
3,121
-1,065
-25% -$165K 0.32% 84
2025
Q2 		$599K Sell
4,186
-1,740
-29% -$245K 0.42% 66
2025
Q1 		$991K Sell
5,926
-140
-2% -$21.9K 0.76% 38
2024
Q4 		$879K Sell
6,066
-315
-5% -$48.2K 0.66% 48
2024
Q3 		$940K Sell
6,381
-100
-2% -$14.9K 0.67% 47
2024
Q2 		$1.01M Sell
6,481
-170
-3% -$27.1K 0.78% 41
2024
Q1 		$1.05M Buy
6,651
+145
+2% +$21.9K 0.83% 37
2023
Q4 		$970K Sell
6,506
-302
-4% -$45.7K 0.86% 32
2023
Q3 		$1.13M Buy
6,808
+19
+0.3% +$3.07K 1.04% 27
2023
Q2 		$1.07M Buy
6,789
+860
+15% +$138K 0.93% 30
2023
Q1 		$934K Sell
5,929
-1,175
-17% -$197K 1% 30
2022
Q4 		$1.28M Buy
7,104
+105
+2% +$18.3K 1.17% 26
2022
Q3 		$1.01M Sell
6,999
-75
-1% -$11.4K 0.94% 36
2022
Q2 		$1.02M Buy
7,074
+145
+2% +$24K 0.9% 36
2022
Q1 		$1.13M Buy
6,929
+1,485
+27% +$213K 0.82% 39
2021
Q4 		$639K Buy
5,444
+2,825
+108% +$321K 0.43% 61
2021
Q3 		$266K Sell
2,619
-1,813
-41% -$181K 0.19% 102
2021
Q2 		$464K Buy
4,432
+2,013
+83% +$213K 0.33% 69
2021
Q1 		$253K Hold
2,419
– – 0.19% 98
2020
Q4 		$204K Sell
2,419
-492
-17% -$39.8K 0.16% 101
2020
Q3 		$210K Sell
2,911
-975
-25% -$82K 0.19% 89
2020
Q2 		$347K Hold
3,886
– – 0.33% 65
2020
Q1 		$282K Buy
3,886
+145
+4% +$14.3K 0.31% 71
2019
Q4 		$451K Buy
+3,741
New +$441K 0.44% 58

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

American Institute for Advanced Investment Management's CVX Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Chevron (CVX) position steady in Q2 2026 at 2,641 shares worth $438K. The position accounts for 0.25% of the portfolio, ranked #102.

American Institute for Advanced Investment Management first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.28M in Q4 2022. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • American Institute for Advanced Investment Management held 2,641 shares of Chevron worth $438K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.25% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #102 holding.
  • American Institute for Advanced Investment Management first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Chevron position peaked at $1.28M in Q4 2022.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.