CGFA
CVX icon

Colton Groome Financial Advisors’s Chevron CVX Stock Holding History

Colton Groome Financial 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 		– Sell
-1,023
Closed -$212K – 167
2026
Q1 		$212K Buy
+1,023
New +$187K 0.06% 133
2022
Q1 		– Sell
-5,587
Closed -$656K – 110
2021
Q4 		$656K Buy
5,587
+152
+3% +$17.3K 0.27% 65
2021
Q3 		$551K Sell
5,435
-75
-1% -$7.48K 0.24% 62
2021
Q2 		$577K Buy
+5,510
New +$582K 0.26% 60

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
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

Colton Groome Financial Advisors's CVX Position: Q2 2026 in Review

Colton Groome Financial Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,023 shares — an estimated $212K sold.

Colton Groome Financial Advisors first reported a position in CVX in Q2 2021 and held it in 4 quarters. The position peaked at $656K in Q4 2021. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Colton Groome Financial Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 1,023 Chevron shares in Q2 2026, an estimated $212K.
  • Colton Groome Financial Advisors first reported a position in Chevron in Q2 2021 and held it in 4 quarters.
  • Colton Groome Financial Advisors's Chevron position peaked at $656K in Q4 2021.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.