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Herold Advisors’s Chevron CVX Stock Holding History

Herold 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 		$4.93M Buy
29,727
+2,235
+8% +$416K 0.98% 24
2026
Q1 		$5.69M Sell
27,492
-493
-2% -$89.9K 1.25% 17
2025
Q4 		$4.27M Sell
27,985
-458
-2% -$69.8K 0.95% 24
2025
Q3 		$4.42M Buy
28,443
+249
+0.9% +$38.6K 1.02% 25
2025
Q2 		$4.04M Buy
28,194
+2,429
+9% +$342K 0.85% 29
2025
Q1 		$4.31M Sell
25,765
-324
-1% -$50.7K 0.95% 25
2024
Q4 		$3.78M Buy
26,089
+390
+2% +$59.7K 0.82% 28
2024
Q3 		$3.78M Buy
25,699
+893
+4% +$133K 0.82% 29
2024
Q2 		$3.88M Buy
24,806
+36
+0.1% +$5.74K 0.9% 23
2024
Q1 		$3.91M Buy
24,770
+305
+1% +$46K 0.95% 23
2023
Q4 		$3.65M Buy
24,465
+446
+2% +$67.5K 1.01% 22
2023
Q3 		$4.05M Buy
24,019
+1,800
+8% +$291K 1.23% 14
2023
Q2 		$3.5M Buy
22,219
+463
+2% +$74.2K 1.07% 20
2023
Q1 		$3.55M Buy
21,756
+657
+3% +$110K 1.23% 19
2022
Q4 		$3.79M Sell
21,099
-133
-0.6% -$23.2K 1.6% 10
2022
Q3 		$3.05M Buy
21,232
+107
+0.5% +$16.3K 1.47% 9
2022
Q2 		$3.06M Sell
21,125
-143
-0.7% -$23.6K 1.36% 11
2022
Q1 		$3.46M Buy
21,268
+337
+2% +$48.3K 1.23% 10
2021
Q4 		$2.46M Buy
20,931
+261
+1% +$29.6K 0.95% 25
2021
Q3 		$2.1M Buy
+20,670
New +$2.06M 0.82% 27

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

Herold Advisors's CVX Position: Q2 2026 in Review

Herold Advisors increased its Chevron (CVX) stake by 8.1% in Q2 2026, buying an estimated $416K and bringing the position to 29,727 shares worth $4.93M. The position accounts for 0.98% of the portfolio, ranked #24.

Herold Advisors first reported a position in CVX in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.69M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Herold Advisors held 29,727 shares of Chevron worth $4.93M as of Q2 2026.
  • Herold Advisors bought 2,235 Chevron shares in Q2 2026, an estimated $416K.
  • Chevron made up 0.98% of Herold Advisors's portfolio in Q2 2026, its #24 holding.
  • Herold Advisors first reported a position in Chevron in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Chevron position peaked at $5.69M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.