EAN
CVX icon

Excelsior Advisor Network’s Chevron CVX Stock Holding History

Excelsior Advisor Network’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 		$5.39M Buy
32,539
+14,107
+77% +$2.63M 0.71% 34
2026
Q1 		$3.81M Buy
18,432
+1,635
+10% +$298K 1.45% 19
2025
Q4 		$2.56M Buy
+16,797
New +$2.56M 1.24% 25

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

Excelsior Advisor Network's CVX Position: Q2 2026 in Review

Excelsior Advisor Network increased its Chevron (CVX) stake by 77% in Q2 2026, buying an estimated $2.63M and bringing the position to 32,539 shares worth $5.39M. The position accounts for 0.71% of the portfolio, ranked #34.

Excelsior Advisor Network first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,117 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Excelsior Advisor Network held 32,539 shares of Chevron worth $5.39M as of Q2 2026.
  • Excelsior Advisor Network bought 14,107 Chevron shares in Q2 2026, an estimated $2.63M.
  • Chevron made up 0.71% of Excelsior Advisor Network's portfolio in Q2 2026, its #34 holding.
  • Excelsior Advisor Network first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 4,117 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.