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Elevated Capital Advisors’s Chevron CVX Stock Holding History

Elevated Capital 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 		$527K Sell
3,179
-1,125
-26% -$209K 0.14% 124
2026
Q1 		$890K Sell
4,304
-8,535
-66% -$1.56M 0.22% 109
2025
Q4 		$1.96M Buy
12,839
+1,831
+17% +$279K 0.46% 56
2025
Q3 		$1.71M Buy
11,008
+496
+5% +$76.8K 0.43% 60
2025
Q2 		$1.76M Hold
10,512
– – 0.49% 48
2025
Q1 		$1.76M Buy
10,512
+473
+5% +$74K 0.49% 48
2024
Q4 		$1.45M Buy
10,039
+966
+11% +$148K 0.4% 53
2024
Q3 		$1.34M Buy
9,073
+2,192
+32% +$326K 0.36% 73
2024
Q2 		$1.08M Buy
+6,881
New +$1.1M 0.3% 84
2023
Q3 		– Sell
-11,121
Closed -$1.75M – 171
2023
Q2 		$1.75M Buy
11,121
+444
+4% +$71.2K 0.58% 57
2023
Q1 		$1.74M Buy
10,677
+40
+0.4% +$6.71K 0.62% 54
2022
Q4 		$1.91M Sell
10,637
-38
-0.4% -$6.63K 0.73% 43
2022
Q3 		$1.53M Buy
+10,675
New +$1.63M 0.6% 51
2022
Q1 		$1.86M Buy
+11,417
New +$1.64M 0.62% 44
2021
Q3 		$1.15M Buy
+11,312
New +$1.13M 0.4% 78
2021
Q1 		$998K Sell
9,845
-339
-3% -$33.1K 0.39% 87
2020
Q4 		$860K Sell
10,184
-886
-8% -$71.7K 0.37% 87
2020
Q3 		$920K Buy
11,070
+455
+4% +$38.3K 0.43% 79
2020
Q2 		$883K Buy
+10,615
New +$950K 0.41% 90
2019
Q4 		$486K Buy
+4,036
New +$475K 0.54% 57
2019
Q1 		$756K Buy
+9,164
New +$1.08M 0.5% 70

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

Elevated Capital Advisors's CVX Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Chevron (CVX) stake by 26% in Q2 2026, selling an estimated $209K and leaving 3,179 shares worth $527K. The position accounts for 0.14% of the portfolio, ranked #124.

Elevated Capital Advisors first reported a position in CVX in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.96M in Q4 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Elevated Capital Advisors held 3,179 shares of Chevron worth $527K as of Q2 2026.
  • Elevated Capital Advisors sold 1,125 Chevron shares in Q2 2026, an estimated $209K.
  • Chevron made up 0.14% of Elevated Capital Advisors's portfolio in Q2 2026, its #124 holding.
  • Elevated Capital Advisors first reported a position in Chevron in Q1 2019 and has held it in 21 quarters since.
  • Elevated Capital Advisors's Chevron position peaked at $1.96M in Q4 2025.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.