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Fiduciary Alliance’s Chevron CVX Stock Holding History

Fiduciary Alliance’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 		$3.88M Sell
23,419
-53,298
-69% -$9.92M 0.26% 98
2026
Q1 		$14.2M Buy
76,717
+55,898
+268% +$10.2M 0.86% 21
2025
Q4 		$3.17M Buy
20,819
+726
+4% +$111K 0.21% 120
2025
Q3 		$3.12M Sell
20,093
-165
-0.8% -$25.6K 0.21% 113
2025
Q2 		$2.9M Buy
20,258
+4,000
+25% +$564K 0.22% 109
2025
Q1 		$2.72M Sell
16,258
-486
-3% -$76.1K 0.27% 87
2024
Q4 		$2.43M Sell
16,744
-4,800
-22% -$735K 0.25% 96
2024
Q3 		$3.17M Sell
21,544
-39,780
-65% -$5.92M 0.42% 62
2024
Q2 		$9.61M Buy
61,324
+4,183
+7% +$667K 1.56% 14
2024
Q1 		$9.09M Sell
57,141
-1,538
-3% -$232K 1.6% 17
2023
Q4 		$8.75M Buy
58,679
+5,806
+11% +$878K 1.72% 15
2023
Q3 		$8.92M Buy
52,873
+1,923
+4% +$311K 2.06% 12
2023
Q2 		$8.02M Buy
50,950
+7,880
+18% +$1.26M 1.72% 13
2023
Q1 		$7.03M Buy
43,070
+2,447
+6% +$410K 1.76% 16
2022
Q4 		$7.29M Buy
+40,623
New +$7.09M 1.89% 14

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

Fiduciary Alliance's CVX Position: Q2 2026 in Review

Fiduciary Alliance reduced its Chevron (CVX) stake by 69% in Q2 2026, selling an estimated $9.92M and leaving 23,419 shares worth $3.88M. The position accounts for 0.26% of the portfolio, ranked #98.

Fiduciary Alliance first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.2M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fiduciary Alliance held 23,419 shares of Chevron worth $3.88M as of Q2 2026.
  • Fiduciary Alliance sold 53,298 Chevron shares in Q2 2026, an estimated $9.92M.
  • Chevron made up 0.26% of Fiduciary Alliance's portfolio in Q2 2026, its #98 holding.
  • Fiduciary Alliance first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Chevron position peaked at $14.2M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.