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Garton & Associates Financial Advisors’s Chevron CVX Stock Holding History

Garton & Associates 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 		– Sell
-8,520
Closed -$1.76M – 30
2026
Q1 		$1.76M Sell
8,520
-675
-7% -$123K 1.44% 21
2025
Q4 		$1.4M Buy
+9,195
New +$1.4M 0.78% 31

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

Garton & Associates Financial Advisors's CVX Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 8,520 shares — an estimated $1.76M sold.

Garton & Associates Financial Advisors first reported a position in CVX in Q4 2025 and held it in 2 quarters. The position peaked at $1.76M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 8,520 Chevron shares in Q2 2026, an estimated $1.76M.
  • Garton & Associates Financial Advisors first reported a position in Chevron in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Chevron position peaked at $1.76M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.