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Atlanta Consulting Group Advisors’s Chevron CVX Stock Holding History

Atlanta Consulting Group 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 		$4.3M Buy
25,938
+5,572
+27% +$1.04M 0.68% 26
2026
Q1 		$4.21M Sell
20,366
-1,729
-8% -$315K 0.91% 18
2025
Q4 		$3.37M Buy
22,095
+1,940
+10% +$295K 0.76% 22
2025
Q3 		$3.13M Sell
20,155
-799
-4% -$124K 0.77% 21
2025
Q2 		$3M Sell
20,954
-31
-0.1% -$4.37K 0.82% 19
2025
Q1 		$3.51M Sell
20,985
-219
-1% -$34.3K 1.02% 18
2024
Q4 		$3.07M Sell
21,204
-5,103
-19% -$781K 1.13% 17
2024
Q3 		$3.87M Buy
26,307
+5,788
+28% +$862K 0.96% 20
2024
Q2 		$3.21M Buy
20,519
+550
+3% +$87.7K 0.69% 19
2024
Q1 		$3.15M Buy
+19,969
New +$3.01M 1.09% 16

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

Atlanta Consulting Group Advisors's CVX Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its Chevron (CVX) stake by 27% in Q2 2026, buying an estimated $1.04M and bringing the position to 25,938 shares worth $4.3M. The position accounts for 0.68% of the portfolio, ranked #26.

Atlanta Consulting Group Advisors first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Atlanta Consulting Group Advisors held 25,938 shares of Chevron worth $4.3M as of Q2 2026.
  • Atlanta Consulting Group Advisors bought 5,572 Chevron shares in Q2 2026, an estimated $1.04M.
  • Chevron made up 0.68% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #26 holding.
  • Atlanta Consulting Group Advisors first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.