Infrastructure Capital Advisors’s Chevron CVX Stock Holding History

Infrastructure Capital 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	$2.23M	Buy	13,449 +12,464	+1,265%	+$2.32M	0.13%	78
2026 Q1	$204K	Sell	985 -13,226	-93%	-$2.41M	0.01%	144
2025 Q4	$2.17M	Buy	14,211 +774	+6%	+$118K	0.21%	56
2025 Q3	$2.12M	Sell	13,437 -4,933	-27%	-$764K	0.21%	48
2025 Q2	$2.63M	Buy	18,370 +7,125	+63%	+$1M	0.21%	39
2025 Q1	$1.88M	Sell	11,245 -9,059	-45%	-$1.42M	0.14%	44
2024 Q4	$2.94M	Buy	20,304 +9,758	+93%	+$1.49M	0.21%	37
2024 Q3	$1.55M	Sell	10,546 -127	-1%	-$18.9K	0.21%	53
2024 Q2	$1.67M	Sell	10,673 -127	-1%	-$20.3K	0.22%	42
2024 Q1	$1.7M	Buy	10,800 +2,818	+35%	+$425K	0.22%	40
2023 Q4	$1.19M	Buy	+7,982	New	+$1.21M	0.17%	49
2023 Q3	–	Sell	-1,672	Closed	-$263K	–	84
2023 Q2	$263K	Buy	1,672 +80	+5%	+$12.8K	0.03%	101
2023 Q1	$260K	Sell	1,592 -4,078	-72%	-$684K	0.03%	91
2022 Q4	$1.02M	Buy	5,670 +958	+20%	+$167K	0.15%	34
2022 Q3	$677K	Sell	4,712 -338	-7%	-$51.5K	0.01%	37
2022 Q2	$731K	Buy	+5,050	New	+$835K	0.06%	45
2021 Q1	–	Sell	-2,002	Closed	-$169K	–	60
2020 Q4	$169K	Buy	+2,002	New	+$162K	0.06%	50

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

Infrastructure Capital Advisors's CVX Position: Q2 2026 in Review

Infrastructure Capital Advisors increased its Chevron (CVX) stake by 1,265% in Q2 2026, buying an estimated $2.32M and bringing the position to 13,449 shares worth $2.23M. The position accounts for 0.13% of the portfolio, ranked #78.

Infrastructure Capital Advisors first reported a position in CVX in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.94M in Q4 2024. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Infrastructure Capital Advisors held 13,449 shares of Chevron worth $2.23M as of Q2 2026.
Infrastructure Capital Advisors bought 12,464 Chevron shares in Q2 2026, an estimated $2.32M.
Chevron made up 0.13% of Infrastructure Capital Advisors's portfolio in Q2 2026, its #78 holding.
Infrastructure Capital Advisors first reported a position in Chevron in Q4 2020 and has held it in 17 quarters since.
Infrastructure Capital Advisors's Chevron position peaked at $2.94M in Q4 2024.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.