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Barry Investment Advisors’s Chevron CVX Stock Holding History

Barry Investment 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 		$551K Sell
3,323
-415
-11% -$77.2K 0.12% 55
2026
Q1 		$773K Sell
3,738
-76
-2% -$13.9K 0.17% 49
2025
Q4 		$581K Sell
3,814
-233
-6% -$35.5K 0.13% 57
2025
Q3 		$628K Buy
4,047
+27
+0.7% +$4.18K 0.14% 62
2025
Q2 		$576K Buy
4,020
+31
+0.8% +$4.37K 0.14% 64
2025
Q1 		$667K Buy
3,989
+27
+0.7% +$4.23K 0.18% 58
2024
Q4 		$574K Sell
3,962
-313
-7% -$47.9K 0.18% 62
2024
Q3 		$630K Buy
4,275
+181
+4% +$26.9K 0.19% 59
2024
Q2 		$640K Buy
4,094
+15
+0.4% +$2.39K 0.22% 60
2024
Q1 		$644K Sell
4,079
-335
-8% -$50.6K 0.21% 56
2023
Q4 		$659K Sell
4,414
-90
-2% -$13.6K 0.22% 55
2023
Q3 		$760K Buy
4,504
+9
+0.2% +$1.45K 0.27% 54
2023
Q2 		$707K Buy
4,495
+21
+0.5% +$3.37K 0.24% 63
2023
Q1 		$730K Buy
4,474
+6
+0.1% +$1.01K 0.24% 63
2022
Q4 		$802K Sell
4,468
-160
-3% -$27.9K 0.25% 58
2022
Q3 		$665K Sell
4,628
-26
-0.6% -$3.96K 0.23% 59
2022
Q2 		$674K Sell
4,654
-280
-6% -$46.3K 0.2% 66
2022
Q1 		$803K Buy
4,934
+132
+3% +$18.9K 0.21% 62
2021
Q4 		$563K Buy
4,802
+2,297
+92% +$261K 0.15% 73
2021
Q3 		$254K Buy
2,505
+280
+13% +$27.9K 0.07% 100
2021
Q2 		$233K Buy
2,225
+14
+0.6% +$1.48K 0.06% 105
2021
Q1 		$232K Buy
+2,211
New +$216K 0.06% 101
2020
Q3 		– Sell
-2,530
Closed -$226K – 87
2020
Q2 		$226K Buy
+2,530
New +$227K 0.08% 68
2020
Q1 		– Sell
-2,306
Closed -$269K – 72
2019
Q4 		$269K Buy
2,306
+12
+0.5% +$1.41K 0.09% 56
2019
Q3 		$272K Buy
2,294
+12
+0.5% +$1.46K 0.1% 51
2019
Q2 		$284K Sell
2,282
-197
-8% -$23.8K 0.1% 55
2019
Q1 		$305K Sell
2,479
-332
-12% -$39.3K 0.1% 55
2018
Q4 		$306K Buy
2,811
+56
+2% +$6.49K 0.11% 58
2018
Q3 		$337K Buy
2,755
+16
+0.6% +$1.94K 0.11% 55
2018
Q2 		$346K Buy
2,739
+312
+13% +$38.7K 0.13% 53
2018
Q1 		$277K Sell
2,427
-44
-2% -$5.26K 0.11% 59
2017
Q4 		$309K Sell
2,471
-44
-2% -$5.22K 0.11% 57
2017
Q3 		$295K Buy
2,515
+13
+0.5% +$1.42K 0.11% 56
2017
Q2 		$261K Sell
2,502
-104
-4% -$11K 0.1% 58
2017
Q1 		$280K Sell
2,606
-196
-7% -$22K 0.1% 57
2016
Q4 		$330K Buy
2,802
+165
+6% +$18K 0.12% 56
2016
Q3 		$271K Sell
2,637
-62
-2% -$6.33K 0.09% 59
2016
Q2 		$283K Buy
2,699
+17
+0.6% +$1.71K 0.11% 56
2016
Q1 		$256K Buy
2,682
+19
+0.7% +$1.66K 0.08% 66
2015
Q4 		$240K Buy
2,663
+19
+0.7% +$1.71K 0.08% 65
2015
Q3 		$209K Sell
2,644
-258
-9% -$21.7K 0.07% 68
2015
Q2 		$280K Buy
2,902
+84
+3% +$8.82K 0.28% 34
2015
Q1 		$296K Sell
2,818
-217
-7% -$23.2K 0.09% 67
2014
Q4 		$340K Buy
+3,035
New +$345K 0.11% 64

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

Barry Investment Advisors's CVX Position: Q2 2026 in Review

Barry Investment Advisors reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $77.2K and leaving 3,323 shares worth $551K. The position accounts for 0.12% of the portfolio, ranked #55.

Barry Investment Advisors first reported a position in CVX in Q4 2014 and has held it in 44 quarters since. The position peaked at $803K in Q1 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Barry Investment Advisors held 3,323 shares of Chevron worth $551K as of Q2 2026.
  • Barry Investment Advisors sold 415 Chevron shares in Q2 2026, an estimated $77.2K.
  • Chevron made up 0.12% of Barry Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Barry Investment Advisors first reported a position in Chevron in Q4 2014 and has held it in 44 quarters since.
  • Barry Investment Advisors's Chevron position peaked at $803K in Q1 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.