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Cardiff Park Advisors’s Chevron CVX Stock Holding History

Cardiff Park 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 		$3.12M Sell
18,801
-1,521
-7% -$283K 0.24% 58
2026
Q1 		$4.2M Sell
20,322
-24
-0.1% -$4.38K 0.34% 52
2025
Q4 		$3.1M Sell
20,346
-78
-0.4% -$11.9K 0.25% 55
2025
Q3 		$3.17M Buy
20,424
+949
+5% +$147K 0.24% 56
2025
Q2 		$2.79M Sell
19,475
-2,191
-10% -$309K 0.24% 55
2025
Q1 		$3.62M Buy
21,666
+1,302
+6% +$204K 0.35% 46
2024
Q4 		$2.95M Buy
20,364
+29
+0.1% +$4.44K 0.28% 52
2024
Q3 		$2.99M Buy
20,335
+32
+0.2% +$4.76K 0.27% 53
2024
Q2 		$3.18M Buy
20,303
+113
+0.6% +$18K 0.3% 48
2024
Q1 		$3.18M Buy
20,190
+29
+0.1% +$4.38K 0.3% 52
2023
Q4 		$3.01M Buy
20,161
+27
+0.1% +$4.08K 0.33% 47
2023
Q3 		$3.4M Buy
20,134
+23
+0.1% +$3.71K 0.43% 41
2023
Q2 		$3.16M Buy
20,111
+24
+0.1% +$3.85K 0.39% 42
2023
Q1 		$3.28M Buy
20,087
+24
+0.1% +$4.02K 0.43% 42
2022
Q4 		$3.6M Buy
20,063
+4
+0% +$698 0.5% 38
2022
Q3 		$2.88M Buy
20,059
+1,573
+9% +$240K 0.45% 42
2022
Q2 		$2.68M Buy
18,486
+623
+3% +$103K 0.4% 45
2022
Q1 		$2.91M Buy
17,863
+193
+1% +$27.7K 0.41% 38
2021
Q4 		$2.07M Buy
+17,670
New +$2.01M 0.27% 49

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

Cardiff Park Advisors's CVX Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Chevron (CVX) stake by 7.5% in Q2 2026, selling an estimated $283K and leaving 18,801 shares worth $3.12M. The position accounts for 0.24% of the portfolio, ranked #58.

Cardiff Park Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.2M in Q1 2026. 4,136 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cardiff Park Advisors held 18,801 shares of Chevron worth $3.12M as of Q2 2026.
  • Cardiff Park Advisors sold 1,521 Chevron shares in Q2 2026, an estimated $283K.
  • Chevron made up 0.24% of Cardiff Park Advisors's portfolio in Q2 2026, its #58 holding.
  • Cardiff Park Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Chevron position peaked at $4.2M in Q1 2026.
  • 4,136 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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