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Genesee Capital Advisors’s Chevron CVX Stock Holding History

Genesee Capital 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 		$264K Sell
1,591
-3,436
-68% -$640K 0.08% 141
2026
Q1 		$1.04M Buy
5,027
+16
+0.3% +$2.92K 0.44% 54
2025
Q4 		$764K Buy
5,011
+450
+10% +$68.5K 0.31% 67
2025
Q3 		$708K Buy
4,561
+48
+1% +$7.43K 0.31% 64
2025
Q2 		$646K Sell
4,513
-46
-1% -$6.49K 0.29% 70
2025
Q1 		$763K Buy
4,559
+107
+2% +$16.8K 0.38% 65
2024
Q4 		$645K Sell
4,452
-54
-1% -$8.27K 0.3% 69
2024
Q3 		$664K Buy
4,506
+121
+3% +$18K 0.32% 65
2024
Q2 		$686K Buy
4,385
+78
+2% +$12.4K 0.34% 65
2024
Q1 		$679K Buy
4,307
+96
+2% +$14.5K 0.37% 62
2023
Q4 		$628K Buy
4,211
+628
+18% +$95K 0.39% 55
2023
Q3 		$604K Buy
3,583
+31
+0.9% +$5.01K 0.43% 55
2023
Q2 		$559K Sell
3,552
-4,871
-58% -$781K 0.38% 57
2023
Q1 		$1.37M Buy
8,423
+42
+0.5% +$7.04K 0.98% 25
2022
Q4 		$1.5M Buy
8,381
+798
+11% +$139K 1.12% 24
2022
Q3 		$1.09M Buy
7,583
+74
+1% +$11.3K 0.83% 39
2022
Q2 		$1.09M Buy
+7,509
New +$1.24M 0.76% 44
2022
Q1 		– Sell
-1,868
Closed -$219K – 116
2021
Q4 		$219K Buy
+1,868
New +$212K 0.1% 100

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

Genesee Capital Advisors's CVX Position: Q2 2026 in Review

Genesee Capital Advisors reduced its Chevron (CVX) stake by 68% in Q2 2026, selling an estimated $640K and leaving 1,591 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #141.

Genesee Capital Advisors first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q4 2022. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Genesee Capital Advisors held 1,591 shares of Chevron worth $264K as of Q2 2026.
  • Genesee Capital Advisors sold 3,436 Chevron shares in Q2 2026, an estimated $640K.
  • Chevron made up 0.08% of Genesee Capital Advisors's portfolio in Q2 2026, its #141 holding.
  • Genesee Capital Advisors first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • Genesee Capital Advisors's Chevron position peaked at $1.5M in Q4 2022.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.