COFG Advisors’s Chevron CVX Stock Holding History

COFG Advisors’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	$609K	Buy	3,671 +811	+28%	+$151K	0.11%	133
2026 Q1	$592K	Buy	2,860 +13	+0.5%	+$2.37K	0.15%	100
2025 Q4	$434K	Buy	+2,847	New	+$434K	0.11%	126

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

COFG Advisors's CVX Position: Q2 2026 in Review

COFG Advisors increased its Chevron (CVX) stake by 28% in Q2 2026, buying an estimated $151K and bringing the position to 3,671 shares worth $609K. The position accounts for 0.11% of the portfolio, ranked #133.

COFG Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

COFG Advisors held 3,671 shares of Chevron worth $609K as of Q2 2026.
COFG Advisors bought 811 Chevron shares in Q2 2026, an estimated $151K.
Chevron made up 0.11% of COFG Advisors's portfolio in Q2 2026, its #133 holding.
COFG Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.