Glassy Mountain Advisors’s Chevron CVX Stock Holding History

Glassy Mountain 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	-1,206	Closed	-$250K	–	78
2026 Q1	$250K	Buy	+1,206	New	+$220K	0.08%	57
2025 Q2	–	Sell	-1,249	Closed	-$209K	–	62
2025 Q1	$209K	Buy	+1,249	New	+$196K	0.07%	59
2023 Q4	–	Sell	-1,273	Closed	-$212K	–	56
2023 Q3	$212K	Sell	1,273 -13	-1%	-$2.1K	0.1%	52
2023 Q2	$202K	Buy	+1,286	New	+$206K	0.09%	59
2023 Q1	–	Sell	-1,486	Closed	-$267K	–	61
2022 Q4	$267K	Buy	+1,486	New	+$259K	0.15%	54
2022 Q2	$215K	Hold	1,486	–	–	0.13%	63
2022 Q1	$242K	Buy	+1,486	New	+$213K	0.12%	63

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

Glassy Mountain Advisors's CVX Position: Q2 2026 in Review

Glassy Mountain Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,206 shares — an estimated $250K sold.

Glassy Mountain Advisors first reported a position in CVX in Q1 2022 and held it in 7 quarters. The position peaked at $267K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Glassy Mountain Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Glassy Mountain Advisors sold 1,206 Chevron shares in Q2 2026, an estimated $250K.
Glassy Mountain Advisors first reported a position in Chevron in Q1 2022 and held it in 7 quarters.
Glassy Mountain Advisors's Chevron position peaked at $267K in Q4 2022.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.