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Cladis Investment Advisory’s Chevron CVX Stock Holding History

Cladis 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 		$713K Sell
4,302
-18
-0.4% -$3.35K 0.33% 85
2026
Q1 		$894K Sell
4,320
-1,100
-20% -$201K 0.49% 65
2025
Q4 		$826K Hold
5,420
– – 0.45% 70
2025
Q3 		$842K Buy
5,420
+1,150
+27% +$178K 0.48% 62
2025
Q2 		$611K Buy
4,270
+495
+13% +$69.8K 0.38% 74
2025
Q1 		$632K Buy
3,775
+50
+1% +$7.83K 0.46% 67
2024
Q4 		$540K Sell
3,725
-240
-6% -$36.7K 0.38% 73
2024
Q3 		$584K Hold
3,965
– – 0.4% 72
2024
Q2 		$620K Sell
3,965
-66
-2% -$10.5K 0.45% 65
2024
Q1 		$636K Buy
4,031
+241
+6% +$36.4K 0.47% 66
2023
Q4 		$565K Sell
3,790
-45
-1% -$6.81K 0.44% 70
2023
Q3 		$647K Sell
3,835
-300
-7% -$48.5K 0.57% 58
2023
Q2 		$651K Hold
4,135
– – 0.57% 60
2023
Q1 		$675K Buy
4,135
+200
+5% +$33.5K 0.61% 60
2022
Q4 		$706K Sell
3,935
-200
-5% -$34.9K 0.7% 47
2022
Q3 		$594K Hold
4,135
– – 0.64% 53
2022
Q2 		$599K Sell
4,135
-250
-6% -$41.3K 0.6% 58
2022
Q1 		$714K Buy
4,385
+82
+2% +$11.8K 0.58% 58
2021
Q4 		$505K Buy
+4,303
New +$489K 0.41% 77

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cladis Investment Advisory's CVX Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Chevron (CVX) stake by 0.42% in Q2 2026, selling an estimated $3.35K and leaving 4,302 shares worth $713K. The position accounts for 0.33% of the portfolio, ranked #85.

Cladis Investment Advisory first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $894K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cladis Investment Advisory held 4,302 shares of Chevron worth $713K as of Q2 2026.
  • Cladis Investment Advisory sold 18 Chevron shares in Q2 2026, an estimated $3.35K.
  • Chevron made up 0.33% of Cladis Investment Advisory's portfolio in Q2 2026, its #85 holding.
  • Cladis Investment Advisory first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Cladis Investment Advisory's Chevron position peaked at $894K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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