BFAG
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Blackston Financial Advisory Group’s Chevron CVX Stock Holding History

Blackston Financial Advisory Group’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
-1,326
Closed -$274K – 108
2026
Q1 		$274K Buy
+1,326
New +$242K 0.17% 73
2025
Q1 		– Sell
-2,111
Closed -$306K – 106
2024
Q4 		$306K Buy
2,111
+111
+6% +$17K 0.15% 102
2024
Q3 		$294K Buy
+2,000
New +$298K 0.15% 97
2024
Q1 		– Sell
-2,110
Closed -$315K – 69
2023
Q4 		$315K Buy
2,110
+30
+1% +$4.54K 0.2% 64
2023
Q3 		$351K Buy
2,080
+85
+4% +$13.7K 0.24% 56
2023
Q2 		$314K Sell
1,995
-22
-1% -$3.53K 0.23% 68
2023
Q1 		$329K Buy
2,017
+96
+5% +$16.1K 0.25% 70
2022
Q4 		$345K Hold
1,921
– – 0.25% 63
2022
Q3 		$348K Buy
1,921
+18
+0.9% +$2.75K 0.25% 59
2022
Q2 		$273K Buy
+1,903
New +$315K 0.18% 71
2022
Q1 		– Sell
-1,883
Closed -$221K – 89
2021
Q4 		$221K Buy
+1,883
New +$214K 0.13% 79

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

Blackston Financial Advisory Group's CVX Position: Q2 2026 in Review

Blackston Financial Advisory Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,326 shares — an estimated $274K sold.

Blackston Financial Advisory Group first reported a position in CVX in Q4 2021 and held it in 11 quarters. The position peaked at $351K in Q3 2023. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Blackston Financial Advisory Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 1,326 Chevron shares in Q2 2026, an estimated $274K.
  • Blackston Financial Advisory Group first reported a position in Chevron in Q4 2021 and held it in 11 quarters.
  • Blackston Financial Advisory Group's Chevron position peaked at $351K in Q3 2023.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.