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Emerald Advisors’s Chevron CVX Stock Holding History

Emerald 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 		$1.49M Buy
9,000
+36
+0.4% +$6.7K 0.19% 42
2026
Q1 		$1.85M Buy
8,964
+369
+4% +$67.3K 0.23% 24
2025
Q4 		$1.31M Buy
8,595
+336
+4% +$51.2K 0.18% 40
2025
Q3 		$1.28M Buy
8,259
+586
+8% +$90.8K 0.17% 39
2025
Q2 		$1.1M Buy
7,673
+1,008
+15% +$142K 0.14% 40
2025
Q1 		$1.11M Buy
6,665
+775
+13% +$121K 0.15% 35
2024
Q4 		$853K Sell
5,890
-794
-12% -$122K 0.12% 41
2024
Q3 		$1.01M Sell
6,684
-559
-8% -$83.2K 0.15% 35
2024
Q2 		$1.13M Buy
7,243
+1,160
+19% +$185K 0.17% 24
2024
Q1 		$959K Buy
6,083
+294
+5% +$44.4K 0.17% 31
2023
Q4 		$864K Buy
5,789
+232
+4% +$35.1K 0.16% 32
2023
Q3 		$937K Buy
5,557
+2,882
+108% +$466K 0.22% 22
2023
Q2 		$421K Buy
2,675
+662
+33% +$106K 0.1% 56
2023
Q1 		$328K Sell
2,013
-9
-0.4% -$1.51K 0.08% 59
2022
Q4 		$363K Sell
2,022
-28
-1% -$4.89K 0.1% 54
2022
Q3 		$294K Buy
2,050
+17
+0.8% +$2.59K 0.09% 66
2022
Q2 		$294K Sell
2,033
-1,220
-38% -$202K 0.08% 71
2022
Q1 		$530K Buy
3,253
+977
+43% +$140K 0.12% 52
2021
Q4 		$267K Sell
2,276
-1,987
-47% -$226K 0.06% 76
2021
Q3 		$432K Buy
4,263
+136
+3% +$13.6K 0.12% 61
2021
Q2 		$432K Buy
4,127
+19
+0.5% +$2.01K 0.13% 61
2021
Q1 		$431K Sell
4,108
-535
-12% -$52.2K 0.16% 51
2020
Q4 		$392K Sell
4,643
-996
-18% -$80.6K 0.14% 51
2020
Q3 		$406K Buy
5,639
+172
+3% +$14.5K 0.16% 48
2020
Q2 		$488K Sell
5,467
-160
-3% -$14.3K 0.22% 36
2020
Q1 		$537K Buy
5,627
+3,329
+145% +$329K 0.24% 35
2019
Q4 		$254K Buy
+2,298
New +$271K 0.24% 80

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

Emerald Advisors's CVX Position: Q2 2026 in Review

Emerald Advisors increased its Chevron (CVX) stake by 0.4% in Q2 2026, buying an estimated $6.7K and bringing the position to 9,000 shares worth $1.49M. The position accounts for 0.19% of the portfolio, ranked #42.

Emerald Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.85M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Emerald Advisors held 9,000 shares of Chevron worth $1.49M as of Q2 2026.
  • Emerald Advisors bought 36 Chevron shares in Q2 2026, an estimated $6.7K.
  • Chevron made up 0.19% of Emerald Advisors's portfolio in Q2 2026, its #42 holding.
  • Emerald Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Emerald Advisors's Chevron position peaked at $1.85M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.