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Avant Capital’s Chevron CVX Stock Holding History

Avant Capital’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 		$523K Sell
3,155
-50
-2% -$9.31K 0.33% 51
2026
Q1 		$663K Buy
3,205
+63
+2% +$11.5K 0.47% 41
2025
Q4 		$479K Buy
3,142
+31
+1% +$4.72K 0.33% 50
2025
Q3 		$483K Buy
3,111
+1
+0% +$155 0.34% 49
2025
Q2 		$445K Buy
3,110
+61
+2% +$8.6K 0.35% 47
2025
Q1 		$510K Buy
3,049
+29
+1% +$4.54K 0.42% 40
2024
Q4 		$437K Buy
+3,020
New +$462K 0.36% 43
2023
Q3 		$486K Buy
2,881
+23
+0.8% +$3.71K 0.56% 34
2023
Q2 		$450K Sell
2,858
-531
-16% -$85.1K 0.5% 37
2023
Q1 		$553K Buy
3,389
+24
+0.7% +$4.02K 0.64% 33
2022
Q4 		$604K Buy
3,365
+575
+21% +$100K 0.74% 32
2022
Q3 		$401K Buy
2,790
+23
+0.8% +$3.51K 0.54% 36
2022
Q2 		$401K Buy
2,767
+21
+0.8% +$3.47K 0.52% 36
2022
Q1 		$447K Buy
2,746
+20
+0.7% +$2.87K 0.5% 37
2021
Q4 		$320K Buy
+2,726
New +$310K 0.35% 41

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

Avant Capital's CVX Position: Q2 2026 in Review

Avant Capital reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $9.31K and leaving 3,155 shares worth $523K. The position accounts for 0.33% of the portfolio, ranked #51.

Avant Capital first reported a position in CVX in Q4 2021 and has held it in 15 quarters since. The position peaked at $663K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Avant Capital held 3,155 shares of Chevron worth $523K as of Q2 2026.
  • Avant Capital sold 50 Chevron shares in Q2 2026, an estimated $9.31K.
  • Chevron made up 0.33% of Avant Capital's portfolio in Q2 2026, its #51 holding.
  • Avant Capital first reported a position in Chevron in Q4 2021 and has held it in 15 quarters since.
  • Avant Capital's Chevron position peaked at $663K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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