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ICW Investment Advisors’s Chevron CVX Stock Holding History

ICW Investment 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 		$2.53M Sell
15,253
-5
-0% -$931 0.89% 40
2026
Q1 		$3.16M Sell
15,258
-891
-6% -$162K 1.14% 29
2025
Q4 		$2.46M Sell
16,149
-24
-0.1% -$3.65K 0.9% 39
2025
Q3 		$2.51M Buy
16,173
+714
+5% +$111K 0.9% 37
2025
Q2 		$2.21M Buy
15,459
+333
+2% +$46.9K 0.87% 41
2025
Q1 		$2.53M Buy
15,126
+129
+0.9% +$20.2K 1.03% 32
2024
Q4 		$2.17M Buy
14,997
+2,159
+17% +$330K 0.91% 41
2024
Q3 		$1.89M Buy
12,838
+494
+4% +$73.5K 0.79% 50
2024
Q2 		$1.93M Sell
12,344
-108
-0.9% -$17.2K 0.88% 41
2024
Q1 		$1.96M Buy
12,452
+456
+4% +$68.8K 0.87% 44
2023
Q4 		$1.79M Buy
11,996
+76
+0.6% +$11.5K 0.87% 44
2023
Q3 		$2.01M Buy
11,920
+413
+4% +$66.7K 1.08% 32
2023
Q2 		$1.81M Buy
11,507
+306
+3% +$49.1K 0.97% 39
2023
Q1 		$1.83M Buy
11,201
+323
+3% +$54.2K 1.04% 39
2022
Q4 		$1.95M Sell
10,878
-53
-0.5% -$9.25K 1.17% 33
2022
Q3 		$1.57M Buy
10,931
+55
+0.5% +$8.39K 1.05% 38
2022
Q2 		$1.57M Sell
10,876
-22
-0.2% -$3.64K 1% 40
2022
Q1 		$1.77M Buy
10,898
+89
+0.8% +$12.8K 1.02% 42
2021
Q4 		$1.27M Buy
10,809
+572
+6% +$65K 0.71% 62
2021
Q3 		$1.04M Buy
10,237
+326
+3% +$32.5K 0.67% 63
2021
Q2 		$1.04M Buy
9,911
+136
+1% +$14.4K 0.68% 64
2021
Q1 		$1.02M Buy
9,775
+278
+3% +$27.1K 0.7% 61
2020
Q4 		$810K Sell
9,497
-103
-1% -$8.34K 0.58% 69
2020
Q3 		$691K Buy
9,600
+16
+0.2% +$1.35K 0.52% 78
2020
Q2 		$855K Buy
9,584
+370
+4% +$33.1K 0.7% 61
2020
Q1 		$668K Buy
9,214
+637
+7% +$62.9K 0.63% 69
2019
Q4 		$1.03M Buy
+8,577
New +$1.01M 0.84% 55

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

ICW Investment Advisors's CVX Position: Q2 2026 in Review

ICW Investment Advisors reduced its Chevron (CVX) stake by 0.03% in Q2 2026, selling an estimated $931 and leaving 15,253 shares worth $2.53M. The position accounts for 0.89% of the portfolio, ranked #40.

ICW Investment Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.16M in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ICW Investment Advisors held 15,253 shares of Chevron worth $2.53M as of Q2 2026.
  • ICW Investment Advisors sold 5 Chevron shares in Q2 2026, an estimated $931.
  • Chevron made up 0.89% of ICW Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • ICW Investment Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • ICW Investment Advisors's Chevron position peaked at $3.16M in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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