HighTower Advisors’s Chevron CVX Stock Holding History

HighTower 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
2022 Q2	–	Sell	-23	Closed	-$39K	–	3298
2022 Q1	$39K	Buy	+23	New	+$3.3K	﹤0.01%	3100
2021 Q3	–	Sell	-400	Closed	-$14K	–	3232
2021 Q2	$14K	Buy	+400	New	+$42.2K	﹤0.01%	2976
2021 Q1	–	Sell	-2	Closed	-$10K	–	3095
2020 Q4	$10K	Sell	2 -298	-99%	-$24.1K	﹤0.01%	2518
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	2435
2020 Q2	$11K	Buy	300 +100	+50%	+$8.95K	﹤0.01%	2304
2020 Q1	$8K	Buy	+200	New	+$19.8K	﹤0.01%	2127
2018 Q3	–	Sell	-4,000	Closed	-$9K	–	2315
2018 Q2	$9K	Buy	+4,000	New	+$497K	﹤0.01%	2147
2017 Q3	–	Sell	-1,000	Closed	-$6K	–	2254
2017 Q2	$6K	Hold	1,000	–	–	﹤0.01%	2142
2017 Q1	$9K	Buy	+1,000	New	+$112K	﹤0.01%	2015

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

HighTower Advisors's CVX Position: Q2 2026 in Review

HighTower Advisors reduced its Chevron (CVX) stake by 9.6% in Q2 2026, selling an estimated $57.6M and leaving 2,912,517 shares worth $483M. The position accounts for 0.46% of the portfolio, ranked #37.

HighTower Advisors first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $667M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

HighTower Advisors held 2,912,517 shares of Chevron worth $483M as of Q2 2026.
HighTower Advisors sold 309,236 Chevron shares in Q2 2026, an estimated $57.6M.
Chevron made up 0.46% of HighTower Advisors's portfolio in Q2 2026, its #37 holding.
HighTower Advisors first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
HighTower Advisors's Chevron position peaked at $667M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.