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IFS Advisors’s Chevron CVX Stock Holding History

IFS 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 		$93.2K Hold
562
– – 0.04% 41
2026
Q1 		$116K Buy
562
+345
+159% +$62.9K 0.06% 34
2025
Q4 		$33.1K Hold
217
– – 0.02% 57
2025
Q3 		$33.7K Hold
217
– – 0.02% 54
2025
Q2 		$31.1K Buy
217
+4
+2% +$564 0.02% 47
2025
Q1 		$35.6K Buy
213
+116
+120% +$18.2K 0.03% 55
2024
Q4 		$14K Buy
97
+73
+304% +$11.2K 0.01% 74
2024
Q3 		$3.53K Buy
24
+3
+14% +$447 ﹤0.01% 106
2024
Q2 		$3.28K Buy
21
+11
+110% +$1.75K ﹤0.01% 103
2024
Q1 		$1.58K Hold
10
– – ﹤0.01% 121
2023
Q4 		$1.49K Buy
+10
New +$1.51K ﹤0.01% 118

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

IFS Advisors's CVX Position: Q2 2026 in Review

IFS Advisors held its Chevron (CVX) position steady in Q2 2026 at 562 shares worth $93.2K. The position accounts for 0.04% of the portfolio, ranked #41.

IFS Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $116K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • IFS Advisors held 562 shares of Chevron worth $93.2K as of Q2 2026.
  • IFS Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.04% of IFS Advisors's portfolio in Q2 2026, its #41 holding.
  • IFS Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • IFS Advisors's Chevron position peaked at $116K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.