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Fund Advisors of America Inc’s Chevron CVX Stock Holding History

Fund Advisors of America Inc’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 		$830K Sell
5,007
-52
-1% -$9.68K 0.75% 43
2026
Q1 		$1.05M Buy
5,059
+170
+3% +$31K 1.06% 30
2025
Q4 		$745K Buy
+4,889
New +$745K 0.68% 45

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fund Advisors of America Inc's CVX Position: Q2 2026 in Review

Fund Advisors of America Inc reduced its Chevron (CVX) stake by 1% in Q2 2026, selling an estimated $9.68K and leaving 5,007 shares worth $830K. The position accounts for 0.75% of the portfolio, ranked #43.

Fund Advisors of America Inc first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q1 2026. 3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fund Advisors of America Inc held 5,007 shares of Chevron worth $830K as of Q2 2026.
  • Fund Advisors of America Inc sold 52 Chevron shares in Q2 2026, an estimated $9.68K.
  • Chevron made up 0.75% of Fund Advisors of America Inc's portfolio in Q2 2026, its #43 holding.
  • Fund Advisors of America Inc first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Fund Advisors of America Inc's Chevron position peaked at $1.05M in Q1 2026.
  • 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.