Financial Advisory Partners’s Chevron CVX Stock Holding History

Financial Advisory Partners’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	$2.98M	Sell	17,988 -160	-0.9%	-$29.8K	0.78%	44
2026 Q1	$3.75M	Sell	18,148 -1,023	-5%	-$187K	1.06%	33
2025 Q4	$2.92M	Sell	19,171 -68	-0.4%	-$10.4K	0.82%	43
2025 Q3	$2.99M	Sell	19,239 -1,050	-5%	-$163K	0.87%	43
2025 Q2	$2.91M	Buy	20,289 +1,225	+6%	+$173K	0.91%	41
2025 Q1	$3.19M	Sell	19,064 -251	-1%	-$39.3K	1.07%	40
2024 Q4	$2.8M	Sell	19,315 -332	-2%	-$50.8K	0.93%	41
2024 Q3	$2.89M	Sell	19,647 -345	-2%	-$51.4K	0.96%	43
2024 Q2	$3.13M	Sell	19,992 -455	-2%	-$72.6K	1.17%	38
2024 Q1	$3.23M	Sell	20,447 -3,001	-13%	-$453K	1.25%	40
2023 Q4	$3.5M	Buy	23,448 +611	+3%	+$92.4K	1.27%	43
2023 Q3	$3.85M	Buy	22,837 +376	+2%	+$60.7K	1.55%	22
2023 Q2	$3.53M	Buy	22,461 +35	+0.2%	+$5.61K	1.36%	40
2023 Q1	$3.66M	Buy	22,426 +3,365	+18%	+$564K	1.45%	32
2022 Q4	$3.42M	Buy	19,061 +6,268	+49%	+$1.09M	1.41%	37
2022 Q3	$1.84M	Buy	12,793 +6,570	+106%	+$1M	0.8%	47
2022 Q2	$901K	Buy	+6,223	New	+$1.03M	0.37%	53

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

Financial Advisory Partners's CVX Position: Q2 2026 in Review

Financial Advisory Partners reduced its Chevron (CVX) stake by 0.88% in Q2 2026, selling an estimated $29.8K and leaving 17,988 shares worth $2.98M. The position accounts for 0.78% of the portfolio, ranked #44.

Financial Advisory Partners first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.85M in Q3 2023. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Financial Advisory Partners held 17,988 shares of Chevron worth $2.98M as of Q2 2026.
Financial Advisory Partners sold 160 Chevron shares in Q2 2026, an estimated $29.8K.
Chevron made up 0.78% of Financial Advisory Partners's portfolio in Q2 2026, its #44 holding.
Financial Advisory Partners first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
Financial Advisory Partners's Chevron position peaked at $3.85M in Q3 2023.
4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.