IAM Advisory’s Chevron CVX Stock Holding History

IAM Advisory’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	$253K	Buy	1,526 +65	+4%	+$12.1K	0.05%	92
2026 Q1	$302K	Sell	1,461 -100	-6%	-$18.2K	0.07%	83
2025 Q4	$238K	Buy	1,561 +109	+8%	+$16.6K	0.05%	91
2025 Q3	$226K	Buy	+1,452	New	+$225K	0.05%	96
2025 Q2	–	Sell	-5,571	Closed	-$932K	–	99
2025 Q1	$932K	Sell	5,571 -181	-3%	-$28.3K	0.24%	60
2024 Q4	$833K	Sell	5,752 -121	-2%	-$18.5K	0.21%	63
2024 Q3	$865K	Buy	5,873 +17	+0.3%	+$2.53K	0.22%	62
2024 Q2	$916K	Sell	5,856 -2	-0%	-$319	0.25%	56
2024 Q1	$924K	Buy	5,858 +59	+1%	+$8.9K	0.25%	56
2023 Q4	$865K	Buy	5,799 +49	+0.9%	+$7.41K	0.27%	50
2023 Q3	$970K	Buy	5,750 +180	+3%	+$29.1K	0.34%	44
2023 Q2	$876K	Buy	5,570 +205	+4%	+$32.9K	0.3%	46
2023 Q1	$875K	Sell	5,365 -2,262	-30%	-$379K	0.3%	49
2022 Q4	$1.37M	Buy	7,627 +265	+4%	+$46.2K	0.5%	29
2022 Q3	$1.06M	Buy	7,362 +431	+6%	+$65.7K	0.45%	38
2022 Q2	$1M	Buy	6,931 +2,179	+46%	+$360K	0.41%	38
2022 Q1	$774K	Buy	4,752 +4	+0.1%	+$574	0.31%	50
2021 Q4	$594K	Buy	4,748 +5	+0.1%	+$568	0.23%	56
2021 Q3	$508K	Buy	+4,743	New	+$473K	0.22%	57
2021 Q2	–	Sell	-4,646	Closed	-$490K	–	60
2021 Q1	$490K	Buy	4,646 +4	+0.1%	+$391	0.21%	54
2020 Q4	$413K	Buy	+4,642	New	+$376K	0.21%	53

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

IAM Advisory's CVX Position: Q2 2026 in Review

IAM Advisory increased its Chevron (CVX) stake by 4.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 1,526 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #92.

IAM Advisory first reported a position in CVX in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.37M in Q4 2022. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

IAM Advisory held 1,526 shares of Chevron worth $253K as of Q2 2026.
IAM Advisory bought 65 Chevron shares in Q2 2026, an estimated $12.1K.
Chevron made up 0.05% of IAM Advisory's portfolio in Q2 2026, its #92 holding.
IAM Advisory first reported a position in Chevron in Q4 2020 and has held it in 21 quarters since.
IAM Advisory's Chevron position peaked at $1.37M in Q4 2022.
4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.