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Detalus Advisors’s Chevron CVX Stock Holding History

Detalus 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
-1,166
Closed -$241K – 194
2026
Q1 		$241K Buy
+1,166
New +$213K 0.06% 157
2024
Q3 		– Sell
-1,292
Closed -$202K – 157
2024
Q2 		$202K Buy
+1,292
New +$206K 0.07% 143
2024
Q1 		– Sell
-1,675
Closed -$250K – 149
2023
Q4 		$250K Buy
1,675
+388
+30% +$58.7K 0.1% 120
2023
Q3 		$217K Buy
1,287
+6
+0.5% +$969 0.1% 124
2023
Q2 		$202K Buy
1,281
+7
+0.5% +$1.12K 0.09% 137
2023
Q1 		$208K Buy
1,274
+6
+0.5% +$1.01K 0.1% 128
2022
Q4 		$228K Buy
+1,268
New +$221K 0.11% 120
2020
Q1 		– Sell
-3,363
Closed -$405K – 90
2019
Q4 		$405K Buy
+3,363
New +$396K 0.3% 57

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

Detalus Advisors's CVX Position: Q2 2026 in Review

Detalus Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,166 shares — an estimated $241K sold.

Detalus Advisors first reported a position in CVX in Q4 2019 and held it in 8 quarters. The position peaked at $405K in Q4 2019. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Detalus Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Detalus Advisors sold 1,166 Chevron shares in Q2 2026, an estimated $241K.
  • Detalus Advisors first reported a position in Chevron in Q4 2019 and held it in 8 quarters.
  • Detalus Advisors's Chevron position peaked at $405K in Q4 2019.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.