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Innovative Asset Advisors Group’s Chevron CVX Stock Holding History

Innovative Asset Advisors Group’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 		$1.12M Buy
6,784
+30
+0.4% +$5.58K 0.49% 45
2026
Q1 		$1.4M Buy
+6,754
New +$1.23M 0.81% 26

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Innovative Asset Advisors Group's CVX Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Chevron (CVX) stake by 0.44% in Q2 2026, buying an estimated $5.58K and bringing the position to 6,784 shares worth $1.12M. The position accounts for 0.49% of the portfolio, ranked #45.

Innovative Asset Advisors Group first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.4M in Q1 2026. 3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Innovative Asset Advisors Group held 6,784 shares of Chevron worth $1.12M as of Q2 2026.
  • Innovative Asset Advisors Group bought 30 Chevron shares in Q2 2026, an estimated $5.58K.
  • Chevron made up 0.49% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #45 holding.
  • Innovative Asset Advisors Group first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Chevron position peaked at $1.4M in Q1 2026.
  • 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.