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CSM Advisors’s Chevron CVX Stock Holding History

CSM 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 		$37.6M Buy
227,111
+17,138
+8% +$3.19M 0.8% 26
2026
Q1 		$43.4M Sell
209,973
-48,120
-19% -$8.77M 1.07% 17
2025
Q4 		$39.3M Sell
258,093
-25,445
-9% -$3.88M 1.07% 23
2025
Q3 		$44M Buy
283,538
+174,172
+159% +$27M 1.23% 13
2025
Q2 		$15.7M Buy
109,366
+3,430
+3% +$484K 0.46% 64
2025
Q1 		$17.7M Sell
105,936
-1,630
-2% -$255K 0.97% 23
2024
Q4 		$15.6M Buy
107,566
+16,855
+19% +$2.58M 0.73% 34
2024
Q3 		$13.4M Sell
90,711
-1,182
-1% -$176K 0.87% 38
2024
Q2 		$14.4M Buy
91,893
+9,082
+11% +$1.45M 1.01% 29
2024
Q1 		$13.1M Buy
82,811
+330
+0.4% +$49.8K 0.86% 34
2023
Q4 		$12.3M Sell
82,481
-945
-1% -$143K 0.89% 27
2023
Q3 		$14.1M Sell
83,426
-1,560
-2% -$252K 1.22% 18
2023
Q2 		$13.4M Sell
84,986
-2,155
-2% -$345K 1.01% 24
2023
Q1 		$14.2M Buy
87,141
+6,550
+8% +$1.1M 1.23% 18
2022
Q4 		$14.5M Buy
80,591
+3,890
+5% +$679K 1.38% 17
2022
Q3 		$11M Sell
76,701
-9,725
-11% -$1.48M 1.2% 16
2022
Q2 		$12.5M Buy
86,426
+490
+0.6% +$81K 1.14% 17
2022
Q1 		$14M Sell
85,936
-12,570
-13% -$1.8M 0.96% 26
2021
Q4 		$11.6M Buy
98,506
+33,435
+51% +$3.8M 0.77% 43
2021
Q3 		$6.6M Buy
65,071
+700
+1% +$69.8K 0.49% 58
2021
Q2 		$6.74M Sell
64,371
-2,450
-4% -$259K 0.45% 61
2021
Q1 		$7M Buy
+66,821
New +$6.52M 0.98% 43

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

CSM Advisors's CVX Position: Q2 2026 in Review

CSM Advisors increased its Chevron (CVX) stake by 8.2% in Q2 2026, buying an estimated $3.19M and bringing the position to 227,111 shares worth $37.6M. The position accounts for 0.8% of the portfolio, ranked #26.

CSM Advisors first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $44M in Q3 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CSM Advisors held 227,111 shares of Chevron worth $37.6M as of Q2 2026.
  • CSM Advisors bought 17,138 Chevron shares in Q2 2026, an estimated $3.19M.
  • Chevron made up 0.8% of CSM Advisors's portfolio in Q2 2026, its #26 holding.
  • CSM Advisors first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • CSM Advisors's Chevron position peaked at $44M in Q3 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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