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Garrett Wealth Advisory Group’s Chevron CVX Stock Holding History

Garrett Wealth Advisory Group’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 		$2.55M Sell
15,372
-172
-1% -$32K 0.39% 26
2026
Q1 		$3.22M Buy
15,544
+2,867
+23% +$523K 0.57% 24
2025
Q4 		$1.93M Buy
12,677
+22
+0.2% +$3.35K 0.37% 24
2025
Q3 		$1.97M Sell
12,655
-577
-4% -$89.4K 0.38% 24
2025
Q2 		$1.89M Sell
13,232
-988
-7% -$139K 0.4% 23
2025
Q1 		$2.38M Buy
14,220
+1,290
+10% +$202K 0.53% 21
2024
Q4 		$1.87M Sell
12,930
-4,389
-25% -$672K 0.43% 23
2024
Q3 		$2.55M Buy
17,319
+9,399
+119% +$1.4M 0.63% 19
2024
Q2 		$1.24M Buy
7,920
+5,770
+268% +$920K 0.45% 25
2024
Q1 		$339K Buy
2,150
+10
+0.5% +$1.51K 0.14% 51
2023
Q4 		$319K Buy
2,140
+10
+0.5% +$1.51K 0.13% 47
2023
Q3 		$359K Buy
2,130
+79
+4% +$12.8K 0.16% 39
2023
Q2 		$323K Buy
2,051
+242
+13% +$38.8K 0.14% 42
2023
Q1 		$295K Buy
1,809
+9
+0.5% +$1.51K 0.14% 39
2022
Q4 		$323K Buy
1,800
+78
+5% +$13.6K 0.17% 34
2022
Q3 		$247K Buy
1,722
+30
+2% +$4.58K 0.14% 38
2022
Q2 		$245K Sell
1,692
-58
-3% -$9.59K 0.13% 42
2022
Q1 		$285K Buy
1,750
+9
+0.5% +$1.29K 0.15% 48
2021
Q4 		$204K Buy
+1,741
New +$198K 0.1% 60
2021
Q3 		– Sell
-1,936
Closed -$203K – 55
2021
Q2 		$203K Sell
1,936
-23
-1% -$2.43K 0.13% 48
2021
Q1 		$205K Buy
+1,959
New +$191K 0.15% 48
2020
Q1 		– Sell
-2,132
Closed -$259K – 41
2019
Q4 		$259K Buy
2,132
+9
+0.4% +$1.06K 0.19% 42
2019
Q3 		$252K Sell
2,123
-150
-7% -$18.2K 0.18% 44
2019
Q2 		$283K Sell
2,273
-262
-10% -$31.7K 0.23% 40
2019
Q1 		$312K Sell
2,535
-4
-0.2% -$473 0.26% 39
2018
Q4 		$278K Buy
+2,539
New +$294K 0.25% 35

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Garrett Wealth Advisory Group's CVX Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Chevron (CVX) stake by 1.1% in Q2 2026, selling an estimated $32K and leaving 15,372 shares worth $2.55M. The position accounts for 0.39% of the portfolio, ranked #26.

Garrett Wealth Advisory Group first reported a position in CVX in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.22M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Garrett Wealth Advisory Group held 15,372 shares of Chevron worth $2.55M as of Q2 2026.
  • Garrett Wealth Advisory Group sold 172 Chevron shares in Q2 2026, an estimated $32K.
  • Chevron made up 0.39% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Garrett Wealth Advisory Group first reported a position in Chevron in Q4 2018 and has held it in 26 quarters since.
  • Garrett Wealth Advisory Group's Chevron position peaked at $3.22M in Q1 2026.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.