IA
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Inspire Advisors’s Chevron CVX Stock Holding History

Inspire 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 		$1.08M Buy
6,512
+3,091
+90% +$575K 0.08% 213
2026
Q1 		$708K Buy
3,421
+932
+37% +$170K 0.06% 269
2025
Q4 		$380K Buy
2,489
+232
+10% +$35.3K 0.03% 372
2025
Q3 		$350K Sell
2,257
-4
-0.2% -$619 0.03% 357
2025
Q2 		$324K Buy
2,261
+148
+7% +$20.9K 0.03% 366
2025
Q1 		$354K Sell
2,113
-2,386
-53% -$374K 0.04% 314
2024
Q4 		$652K Buy
4,499
+338
+8% +$51.7K 0.08% 175
2024
Q3 		$613K Buy
4,161
+37
+0.9% +$5.51K 0.07% 195
2024
Q2 		$645K Buy
4,124
+55
+1% +$8.77K 0.09% 149
2024
Q1 		$642K Sell
4,069
-1,569
-28% -$237K 0.09% 155
2023
Q4 		$841K Buy
5,638
+28
+0.5% +$4.24K 0.13% 103
2023
Q3 		$946K Buy
5,610
+102
+2% +$16.5K 0.17% 51
2023
Q2 		$867K Buy
5,508
+148
+3% +$23.7K 0.17% 54
2023
Q1 		$875K Buy
5,360
+114
+2% +$19.1K 0.2% 27
2022
Q4 		$942K Buy
5,246
+3,478
+197% +$607K 0.24% 19
2022
Q3 		$254K Buy
1,768
+225
+15% +$34.3K 0.07% 83
2022
Q2 		$223K Buy
1,543
+252
+20% +$41.7K 0.06% 73
2022
Q1 		$210K Buy
+1,291
New +$185K 0.06% 88
2021
Q1 		– Sell
-1,241
Closed -$105K – 231
2020
Q4 		$105K Buy
+1,241
New +$100K 0.04% 116

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

Inspire Advisors's CVX Position: Q2 2026 in Review

Inspire Advisors increased its Chevron (CVX) stake by 90% in Q2 2026, buying an estimated $575K and bringing the position to 6,512 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #213.

Inspire Advisors first reported a position in CVX in Q4 2020 and has held it in 19 quarters since. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Inspire Advisors held 6,512 shares of Chevron worth $1.08M as of Q2 2026.
  • Inspire Advisors bought 3,091 Chevron shares in Q2 2026, an estimated $575K.
  • Chevron made up 0.08% of Inspire Advisors's portfolio in Q2 2026, its #213 holding.
  • Inspire Advisors first reported a position in Chevron in Q4 2020 and has held it in 19 quarters since.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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