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Carl Stuart Investment Advisor’s Chevron CVX Stock Holding History

Carl Stuart Investment Advisor’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
-1,023
Closed -$212K – 23
2026
Q1 		$212K Buy
+1,023
New +$187K 0.09% 25
2024
Q3 		– Sell
-1,309
Closed -$205K – 17
2024
Q2 		$205K Hold
1,309
– – 0.13% 14
2024
Q1 		$206K Sell
1,309
-645
-33% -$97.3K 0.13% 14
2023
Q4 		$291K Hold
1,954
– – 0.2% 22
2023
Q3 		$325K Sell
1,954
-28
-1% -$4.52K 0.26% 13
2023
Q2 		$312K Sell
1,982
-60
-3% -$9.62K 0.24% 14
2023
Q1 		$205K Hold
2,042
– – 0.2% 35
2022
Q4 		$367K Hold
2,042
– – 0.34% 14
2022
Q3 		$324K Hold
2,042
– – 0.29% 14
2022
Q2 		$293K Hold
2,042
– – 0.25% 14
2022
Q1 		$333K Sell
2,042
-30
-1% -$4.3K 0.24% 13
2021
Q4 		$243K Buy
+2,072
New +$235K 0.18% 23

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

Carl Stuart Investment Advisor's CVX Position: Q2 2026 in Review

Carl Stuart Investment Advisor sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,023 shares — an estimated $212K sold.

Carl Stuart Investment Advisor first reported a position in CVX in Q4 2021 and held it in 12 quarters. The position peaked at $367K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Carl Stuart Investment Advisor reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 1,023 Chevron shares in Q2 2026, an estimated $212K.
  • Carl Stuart Investment Advisor first reported a position in Chevron in Q4 2021 and held it in 12 quarters.
  • Carl Stuart Investment Advisor's Chevron position peaked at $367K in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.