Cornerstone Advisors Asset Management’s Chevron CVX Stock Holding History

Cornerstone Advisors Asset Management’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	$280K	Sell	1,690 -285	-14%	-$53K	0.04%	114
2026 Q1	$409K	Sell	1,975 -36	-2%	-$6.57K	0.06%	107
2025 Q4	$306K	Buy	2,011 +206	+11%	+$31.4K	0.05%	110
2025 Q3	$280K	Buy	1,805 +203	+13%	+$31.4K	0.05%	109
2025 Q2	$229K	Sell	1,602 -1,938	-55%	-$273K	0.04%	104
2025 Q1	$592K	Buy	3,540 +1,974	+126%	+$309K	0.12%	81
2024 Q4	$227K	Buy	1,566 +26	+2%	+$3.98K	0.05%	103
2024 Q3	$227K	Hold	1,540	–	–	0.05%	102
2024 Q2	$241K	Hold	1,540	–	–	0.07%	97
2024 Q1	$243K	Hold	1,540	–	–	0.09%	96
2023 Q4	$230K	Hold	1,540	–	–	0.09%	94
2023 Q3	$260K	Buy	+1,540	New	+$249K	0.1%	85
2022 Q3	–	Sell	-2,130	Closed	-$308K	–	64
2022 Q2	$308K	Buy	+2,130	New	+$352K	0.22%	60

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

Cornerstone Advisors Asset Management's CVX Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $53K and leaving 1,690 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #114.

Cornerstone Advisors Asset Management first reported a position in CVX in Q2 2022 and has held it in 13 quarters since. The position peaked at $592K in Q1 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Cornerstone Advisors Asset Management held 1,690 shares of Chevron worth $280K as of Q2 2026.
Cornerstone Advisors Asset Management sold 285 Chevron shares in Q2 2026, an estimated $53K.
Chevron made up 0.04% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #114 holding.
Cornerstone Advisors Asset Management first reported a position in Chevron in Q2 2022 and has held it in 13 quarters since.
Cornerstone Advisors Asset Management's Chevron position peaked at $592K in Q1 2025.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.