Holland Advisory Services
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Holland Advisory Services’s Chevron CVX Stock Holding History

Holland Advisory Services’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
Q3 		$537K Sell
2,627
-62
-2% -$12.2K 0.56% 24
2026
Q2 		$446K Buy
2,689
+62
+2% +$11.5K 0.49% 27
2026
Q1 		$544K Hold
2,627
– – 0.73% 18
2025
Q4 		$400K Sell
2,627
-86
-3% -$13.1K 0.54% 23
2025
Q3 		$421K Buy
2,713
+1
+0% +$155 0.58% 23
2025
Q2 		$388K Buy
2,712
+1,501
+124% +$212K 0.57% 23
2025
Q1 		$203K Buy
+1,211
New +$190K 0.31% 43

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Holland Advisory Services's CVX Position: Q3 2026 in Review

Holland Advisory Services reduced its Chevron (CVX) stake by 2.3% in Q3 2026, selling an estimated $12.2K and leaving 2,627 shares worth $537K. The position accounts for 0.56% of the portfolio, ranked #24.

Holland Advisory Services first reported a position in CVX in Q1 2025 and has held it in 7 quarters since. The position peaked at $544K in Q1 2026. 3,647 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Holland Advisory Services held 2,627 shares of Chevron worth $537K as of Q3 2026.
  • Holland Advisory Services sold 62 Chevron shares in Q3 2026, an estimated $12.2K.
  • Chevron made up 0.56% of Holland Advisory Services's portfolio in Q3 2026, its #24 holding.
  • Holland Advisory Services first reported a position in Chevron in Q1 2025 and has held it in 7 quarters since.
  • Holland Advisory Services's Chevron position peaked at $544K in Q1 2026.
  • 3,647 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Holland Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.