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Cary Street Partners Investment Advisory’s Chevron CVX Stock Holding History

Cary Street Partners Investment 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 		$1.21M Buy
7,272
+697
+11% +$130K 0.24% 94
2026
Q1 		$1.36M Buy
6,575
+729
+12% +$133K 0.35% 78
2025
Q4 		$891K Sell
5,846
-232
-4% -$35.3K 0.24% 106
2025
Q3 		$944K Buy
6,078
+892
+17% +$138K 0.39% 50
2025
Q2 		$743K Sell
5,186
-308
-6% -$43.4K 0.36% 57
2025
Q1 		$919K Buy
5,494
+1,194
+28% +$187K 0.53% 42
2024
Q4 		$623K Sell
4,300
-60,409
-93% -$9.25M 0.41% 54
2024
Q3 		$9.53M Buy
64,709
+7,353
+13% +$1.09M 0.35% 71
2024
Q2 		$8.97M Buy
57,356
+5,418
+10% +$864K 0.36% 68
2024
Q1 		$8.19M Buy
51,938
+4,674
+10% +$705K 0.35% 80
2023
Q4 		$7.05M Buy
47,264
+68
+0.1% +$10.3K 0.34% 79
2023
Q3 		$7.96M Buy
47,196
+4,881
+12% +$788K 0.43% 59
2023
Q2 		$6.66M Buy
42,315
+3,437
+9% +$551K 0.43% 57
2023
Q1 		$6.34M Buy
38,878
+45
+0.1% +$7.54K 0.46% 61
2022
Q4 		$6.97M Sell
38,833
-499
-1% -$87.1K 0.51% 54
2022
Q3 		$5.65M Buy
39,332
+3,494
+10% +$533K 0.47% 61
2022
Q2 		$5.19M Buy
35,838
+24,096
+205% +$3.98M 0.44% 67
2022
Q1 		$1.91M Sell
11,742
-4,503
-28% -$646K 0.53% 58
2021
Q4 		$1.91M Buy
16,245
+5,264
+48% +$598K 0.53% 59
2021
Q3 		$1.11M Buy
10,981
+1,044
+11% +$104K 0.37% 79
2021
Q2 		$1.04M Buy
9,937
+3,879
+64% +$409K 0.34% 81
2021
Q1 		$635K Sell
6,058
-23,226
-79% -$2.27M 0.26% 98
2020
Q4 		$2.47M Buy
29,284
+21,375
+270% +$1.73M 0.48% 50
2020
Q3 		$569K Buy
+7,909
New +$665K 0.12% 167
2018
Q4 		$223K Buy
+2,030
New +$235K 0.22% 87

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's CVX Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $130K and bringing the position to 7,272 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #94.

Cary Street Partners Investment Advisory first reported a position in CVX in Q4 2018 and has held it in 25 quarters since. The position peaked at $9.53M in Q3 2024. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cary Street Partners Investment Advisory held 7,272 shares of Chevron worth $1.21M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 697 Chevron shares in Q2 2026, an estimated $130K.
  • Chevron made up 0.24% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #94 holding.
  • Cary Street Partners Investment Advisory first reported a position in Chevron in Q4 2018 and has held it in 25 quarters since.
  • Cary Street Partners Investment Advisory's Chevron position peaked at $9.53M in Q3 2024.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.