First National Advisers’s Chevron CVX Stock Holding History

First National Advisers’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	$3.13M	Sell	18,855 -1,800	-9%	-$335K	0.44%	60
2026 Q1	$4.27M	Sell	20,655 -3,236	-14%	-$590K	0.63%	34
2025 Q4	$3.64M	Sell	23,891 -1,651	-6%	-$251K	0.5%	51
2025 Q3	$3.97M	Sell	25,542 -753	-3%	-$117K	0.54%	48
2025 Q2	$3.76M	Buy	26,295 +323	+1%	+$45.5K	0.55%	53
2025 Q1	$4.35M	Buy	25,972 +121	+0.5%	+$18.9K	0.7%	38
2024 Q4	$3.74M	Sell	25,851 -855	-3%	-$131K	0.61%	44
2024 Q3	$3.93M	Buy	26,706 +1,243	+5%	+$185K	0.63%	42
2024 Q2	$3.98M	Buy	25,463 +2,366	+10%	+$377K	0.73%	37
2024 Q1	$3.66M	Buy	23,097 +5,708	+33%	+$861K	0.82%	30
2023 Q4	$2.59M	Buy	17,389 +4,056	+30%	+$613K	0.75%	43
2023 Q3	$2.25M	Buy	13,333 +8,423	+172%	+$1.36M	1%	20
2023 Q2	$772K	Buy	4,910 +1,218	+33%	+$195K	0.71%	49
2023 Q1	$602K	Buy	3,692 +333	+10%	+$55.8K	0.68%	56
2022 Q4	$603K	Buy	3,359 +335	+11%	+$58.5K	0.77%	50
2022 Q3	$434K	Buy	3,024 +468	+18%	+$71.4K	0.64%	58
2022 Q2	$370K	Buy	+2,556	New	+$423K	0.77%	51

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

First National Advisers's CVX Position: Q2 2026 in Review

First National Advisers reduced its Chevron (CVX) stake by 8.7% in Q2 2026, selling an estimated $335K and leaving 18,855 shares worth $3.13M. The position accounts for 0.44% of the portfolio, ranked #60.

First National Advisers first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.35M in Q1 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

First National Advisers held 18,855 shares of Chevron worth $3.13M as of Q2 2026.
First National Advisers sold 1,800 Chevron shares in Q2 2026, an estimated $335K.
Chevron made up 0.44% of First National Advisers's portfolio in Q2 2026, its #60 holding.
First National Advisers first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
First National Advisers's Chevron position peaked at $4.35M in Q1 2025.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.