Carson Advisory’s Chevron CVX Stock Holding History

Carson Advisory’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	$975K	Buy	5,880 +425	+8%	+$79.1K	0.45%	54
2026 Q1	$1.13M	Sell	5,455 -924	-14%	-$168K	0.59%	37
2025 Q4	$972K	Sell	6,379 -150	-2%	-$22.8K	0.51%	52
2025 Q3	$1.01M	Sell	6,529 -198	-3%	-$30.7K	0.55%	45
2025 Q2	$963K	Sell	6,727 -329	-5%	-$46.4K	0.61%	46
2025 Q1	$1.18M	Sell	7,056 -334	-5%	-$52.3K	0.8%	32
2024 Q4	$1.07M	Sell	7,390 -338	-4%	-$51.7K	0.74%	34
2024 Q3	$1.14M	Buy	7,728 +539	+7%	+$80.2K	0.71%	34
2024 Q2	$1.12M	Buy	7,189 +32	+0.4%	+$5.1K	0.79%	31
2024 Q1	$1.13M	Buy	7,157 +93	+1%	+$14K	0.79%	32
2023 Q4	$1.05M	Sell	7,064 -102	-1%	-$15.4K	0.82%	30
2023 Q3	$1.21M	Buy	7,166 +1,449	+25%	+$234K	1.06%	26
2023 Q2	$900K	Sell	5,717 -9	-0.2%	-$1.44K	0.76%	34
2023 Q1	$934K	Buy	5,726 +1	+0%	+$168	0.83%	34
2022 Q4	$1.03M	Buy	5,725 +287	+5%	+$50.1K	0.99%	27
2022 Q3	$781K	Buy	5,438 +891	+20%	+$136K	0.87%	34
2022 Q2	$658K	Sell	4,547 -199	-4%	-$32.9K	0.73%	41
2022 Q1	$773K	Sell	4,746 -657	-12%	-$94.2K	0.77%	36
2021 Q4	$634K	Buy	+5,403	New	+$614K	0.64%	46

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

Carson Advisory's CVX Position: Q2 2026 in Review

Carson Advisory increased its Chevron (CVX) stake by 7.8% in Q2 2026, buying an estimated $79.1K and bringing the position to 5,880 shares worth $975K. The position accounts for 0.45% of the portfolio, ranked #54.

Carson Advisory first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q3 2023. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Carson Advisory held 5,880 shares of Chevron worth $975K as of Q2 2026.
Carson Advisory bought 425 Chevron shares in Q2 2026, an estimated $79.1K.
Chevron made up 0.45% of Carson Advisory's portfolio in Q2 2026, its #54 holding.
Carson Advisory first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Carson Advisory's Chevron position peaked at $1.21M in Q3 2023.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.