Independent Advisor Alliance
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Independent Advisor Alliance’s Chevron CVX Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-10
Closed -$1K – 604
2020
Q4 		$1K Buy
+10
New +$810 ﹤0.01% 570

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

Independent Advisor Alliance's CVX Position: Q2 2026 in Review

Independent Advisor Alliance increased its Chevron (CVX) stake by 4.1% in Q2 2026, buying an estimated $597K and bringing the position to 80,992 shares worth $13.4M. The position accounts for 0.31% of the portfolio, ranked #48.

Independent Advisor Alliance first reported a position in CVX in Q4 2016 and has held it in 39 quarters since. The position peaked at $25.8M in Q3 2023. 4,142 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Independent Advisor Alliance held 80,992 shares of Chevron worth $13.4M as of Q2 2026.
  • Independent Advisor Alliance bought 3,205 Chevron shares in Q2 2026, an estimated $597K.
  • Chevron made up 0.31% of Independent Advisor Alliance's portfolio in Q2 2026, its #48 holding.
  • Independent Advisor Alliance first reported a position in Chevron in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Chevron position peaked at $25.8M in Q3 2023.
  • 4,142 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.