Droms Strauss Advisors’s Chevron CVX Stock Holding History

Droms Strauss 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	-1,152	Closed	-$238K	–	82
2026 Q1	$238K	Buy	+1,152	New	+$210K	0.06%	72
2023 Q4	–	Sell	-1,248	Closed	-$210K	–	67
2023 Q3	$210K	Buy	+1,248	New	+$202K	0.09%	61
2023 Q1	–	Sell	-1,173	Closed	-$211K	–	66
2022 Q4	$211K	Buy	+1,173	New	+$205K	0.1%	60
2022 Q2	–	Sell	-1,232	Closed	-$204K	–	59
2022 Q1	$204K	Buy	+1,232	New	+$177K	0.1%	44

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Droms Strauss Advisors's CVX Position: Q2 2026 in Review

Droms Strauss Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,152 shares — an estimated $238K sold.

Droms Strauss Advisors first reported a position in CVX in Q1 2022 and held it in 4 quarters. The position peaked at $238K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Droms Strauss Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Droms Strauss Advisors sold 1,152 Chevron shares in Q2 2026, an estimated $238K.
Droms Strauss Advisors first reported a position in Chevron in Q1 2022 and held it in 4 quarters.
Droms Strauss Advisors's Chevron position peaked at $238K in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.