CBIZ Investment Advisory Services’s Chevron CVX Stock Holding History

CBIZ Investment Advisory Services’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	$57.3K	Hold	277	–	–	﹤0.01%	82
2026 Q1	$57.3K	Sell	277 -678	-71%	-$124K	﹤0.01%	82
2025 Q4	$145K	Buy	955 +62	+7%	+$9.44K	0.01%	66
2025 Q3	$139K	Buy	893 +100	+13%	+$15.5K	0.01%	63
2025 Q2	$113K	Sell	793 -121	-13%	-$17.1K	0.01%	72
2025 Q1	$153K	Sell	914 -270	-23%	-$42.3K	0.01%	57
2024 Q4	$171K	Buy	1,184 +68	+6%	+$10.4K	0.01%	54
2024 Q3	$164K	Hold	1,116	–	–	0.01%	55
2024 Q2	$175K	Sell	1,116 -6	-0.5%	-$957	0.01%	50
2024 Q1	$177K	Buy	+1,122	New	+$169K	0.01%	50
2021 Q3	–	Hold	0	–	–	–	66
2021 Q2	–	Hold	0	–	–	–	61
2021 Q1	–	Hold	0	–	–	–	53
2020 Q4	–	Hold	0	–	–	–	61
2020 Q3	–	Hold	0	–	–	–	64
2020 Q2	–	Hold	0	–	–	–	68
2020 Q1	–	Hold	0	–	–	–	103
2019 Q4	–	Hold	0	–	–	–	90

Other funds holding CVX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's CVX Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Chevron (CVX) position steady in Q2 2026 at 277 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #82.

CBIZ Investment Advisory Services first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $177K in Q1 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

CBIZ Investment Advisory Services held 277 shares of Chevron worth $57.3K as of Q2 2026.
CBIZ Investment Advisory Services left its Chevron share count unchanged in Q2 2026.
Chevron made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #82 holding.
CBIZ Investment Advisory Services first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's Chevron position peaked at $177K in Q1 2024.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.