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Aviso Financial’s Chevron CVX Stock Holding History

Aviso Financial’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 		– Sell
-5,700
Closed -$1.18M – 296
2026
Q1 		$1.18M Buy
5,700
+610
+12% +$111K 0.04% 144
2025
Q4 		$776K Sell
5,090
-40
-0.8% -$6.09K 0.03% 169
2025
Q3 		$797K Buy
5,130
+110
+2% +$17K 0.03% 179
2025
Q2 		$719K Sell
5,020
-230
-4% -$32.4K 0.03% 178
2025
Q1 		$878K Buy
5,250
+100
+2% +$15.7K 0.04% 156
2024
Q4 		$746K Sell
5,150
-134
-3% -$20.5K 0.04% 178
2024
Q3 		$778K Buy
5,284
+433
+9% +$64.5K 0.04% 169
2024
Q2 		$759K Buy
+4,851
New +$774K 0.04% 165

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

Aviso Financial's CVX Position: Q2 2026 in Review

Aviso Financial sold out of Chevron (CVX) in Q2 2026, closing a stake of 5,700 shares — an estimated $1.18M sold.

Aviso Financial first reported a position in CVX in Q2 2024 and held it in 8 quarters. The position peaked at $1.18M in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aviso Financial reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 5,700 Chevron shares in Q2 2026, an estimated $1.18M.
  • Aviso Financial first reported a position in Chevron in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's Chevron position peaked at $1.18M in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.