Financial Security Advisor’s Chevron CVX Stock Holding History

Financial Security Advisor’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	$359K	Sell	2,168 -763	-26%	-$142K	0.06%	116
2026 Q1	$606K	Sell	2,931 -15	-0.5%	-$2.73K	0.11%	80
2025 Q4	$449K	Buy	2,946 +154	+6%	+$23.5K	0.09%	90
2025 Q3	$434K	Buy	2,792 +301	+12%	+$46.6K	0.09%	83
2025 Q2	$357K	Sell	2,491 -55	-2%	-$7.75K	0.08%	89
2025 Q1	$426K	Buy	2,546 +27	+1%	+$4.23K	0.11%	72
2024 Q4	$365K	Hold	2,519	–	–	0.09%	74
2024 Q3	$371K	Buy	2,519 +212	+9%	+$31.6K	0.09%	73
2024 Q2	$361K	Sell	2,307 -10	-0.4%	-$1.59K	0.12%	73
2024 Q1	$366K	Buy	2,317 +12	+0.5%	+$1.81K	0.13%	72
2023 Q4	$344K	Buy	2,305 +42	+2%	+$6.35K	0.14%	73
2023 Q3	$382K	Buy	+2,263	New	+$366K	0.18%	62

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 Security Advisor's CVX Position: Q2 2026 in Review

Financial Security Advisor reduced its Chevron (CVX) stake by 26% in Q2 2026, selling an estimated $142K and leaving 2,168 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #116.

Financial Security Advisor first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $606K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Financial Security Advisor held 2,168 shares of Chevron worth $359K as of Q2 2026.
Financial Security Advisor sold 763 Chevron shares in Q2 2026, an estimated $142K.
Chevron made up 0.06% of Financial Security Advisor's portfolio in Q2 2026, its #116 holding.
Financial Security Advisor first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Chevron position peaked at $606K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.