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Aptus Capital Advisors’s Chevron CVX Stock Holding History

Aptus Capital 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
2021
Q2 		– Sell
-400,000
Closed -$41.9M – 573
2021
Q1 		$41.9M Buy
+400,000
New +$39.1M 1.5% 21
2020
Q3 		– Sell
-257,500
Closed -$23M – 475
2020
Q2 		$23M Buy
+257,500
New +$23.1M 1.44% 17

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

Aptus Capital Advisors's CVX Position: Q2 2026 in Review

Aptus Capital Advisors increased its Chevron (CVX) stake by 3.4% in Q2 2026, buying an estimated $959K and bringing the position to 158,001 shares worth $26.2M. The position accounts for 0.18% of the portfolio, ranked #108.

Aptus Capital Advisors first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $50.8M in Q1 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aptus Capital Advisors held 158,001 shares of Chevron worth $26.2M as of Q2 2026.
  • Aptus Capital Advisors bought 5,153 Chevron shares in Q2 2026, an estimated $959K.
  • Chevron made up 0.18% of Aptus Capital Advisors's portfolio in Q2 2026, its #108 holding.
  • Aptus Capital Advisors first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • Aptus Capital Advisors's Chevron position peaked at $50.8M in Q1 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.