Caerus Investment Advisors’s Chevron CVX Stock Holding History

Caerus 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	$399K	Buy	+2,410	New	+$449K	0.13%	140
2025 Q4	–	Sell	-5,042	Closed	-$783K	–	325
2025 Q3	$783K	Buy	+5,042	New	+$781K	0.32%	56
2023 Q1	–	Sell	-2,011	Closed	-$361K	–	50
2022 Q4	$361K	Sell	2,011 -1,000	-33%	-$175K	0.55%	27
2022 Q3	$433K	Buy	3,011 +500	+20%	+$76.3K	0.55%	26
2022 Q2	$364K	Hold	2,511	–	–	0.44%	40
2022 Q1	$400K	Buy	+2,511	New	+$360K	0.48%	33

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Caerus Investment Advisors opened a new position in Chevron (CVX) in Q2 2026: 2,410 shares worth $399K. The stake represents 0.13% of the portfolio and ranks #140 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in CVX as recently as Q3 2025.

Caerus Investment Advisors first reported a position in CVX in Q1 2022 and has held it in 6 quarters since. The position peaked at $783K in Q3 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Caerus Investment Advisors held 2,410 shares of Chevron worth $399K as of Q2 2026.
Chevron was a new Caerus Investment Advisors position in Q2 2026.
Chevron made up 0.13% of Caerus Investment Advisors's portfolio in Q2 2026, its #140 holding.
Caerus Investment Advisors first reported a position in Chevron in Q1 2022 and has held it in 6 quarters since.
Caerus Investment Advisors's Chevron position peaked at $783K in Q3 2025.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.