Florida Financial Advisors’s Chevron CVX Stock Holding History

Florida Financial Advisors’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	$1.47M	Sell	8,887 -203	-2%	-$37.8K	0.25%	106
2026 Q1	$1.88M	Buy	9,090 +836	+10%	+$152K	0.45%	63
2025 Q4	$1.26M	Sell	8,254 -1,353	-14%	-$206K	0.34%	79
2025 Q3	$1.49M	Buy	9,607 +4,208	+78%	+$652K	0.46%	52
2025 Q2	$773K	Buy	5,399 +69	+1%	+$9.73K	0.26%	94
2025 Q1	$889K	Buy	5,330 +306	+6%	+$47.9K	0.35%	63
2024 Q4	$728K	Buy	5,024 +441	+10%	+$67.5K	0.33%	61
2024 Q3	$675K	Buy	4,583 +1,239	+37%	+$184K	0.35%	60
2024 Q2	$523K	Sell	3,344 -619	-16%	-$98.7K	0.31%	62
2024 Q1	$625K	Buy	3,963 +543	+16%	+$81.9K	0.46%	45
2023 Q4	$510K	Buy	+3,420	New	+$517K	0.47%	36

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

Florida Financial Advisors's CVX Position: Q2 2026 in Review

Florida Financial Advisors reduced its Chevron (CVX) stake by 2.2% in Q2 2026, selling an estimated $37.8K and leaving 8,887 shares worth $1.47M. The position accounts for 0.25% of the portfolio, ranked #106.

Florida Financial Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Florida Financial Advisors held 8,887 shares of Chevron worth $1.47M as of Q2 2026.
Florida Financial Advisors sold 203 Chevron shares in Q2 2026, an estimated $37.8K.
Chevron made up 0.25% of Florida Financial Advisors's portfolio in Q2 2026, its #106 holding.
Florida Financial Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Florida Financial Advisors's Chevron position peaked at $1.88M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.