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Integral Investment Advisors’s Chevron CVX Stock Holding History

Integral Investment 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 		$2.54M Sell
15,305
-430
-3% -$80K 0.56% 36
2026
Q1 		$3.26M Sell
15,735
-740
-4% -$135K 0.81% 27
2025
Q4 		$2.51M Buy
16,475
+545
+3% +$83K 0.62% 30
2025
Q3 		$2.47M Buy
15,930
+240
+2% +$37.2K 0.67% 31
2025
Q2 		$2.25M Buy
15,690
+1,089
+7% +$154K 0.64% 30
2025
Q1 		$2.44M Buy
14,601
+144
+1% +$22.5K 0.78% 29
2024
Q4 		$2.09M Buy
14,457
+560
+4% +$85.7K 0.68% 29
2024
Q3 		$2.05M Buy
13,897
+493
+4% +$73.4K 0.69% 30
2024
Q2 		$2.1M Buy
13,404
+2,244
+20% +$358K 0.77% 30
2024
Q1 		$1.74M Buy
11,160
+4,148
+59% +$626K 0.72% 28
2023
Q4 		$1.05M Buy
7,012
+1,782
+34% +$270K 0.67% 22
2023
Q3 		$882K Sell
5,230
-60
-1% -$9.69K 0.62% 25
2023
Q2 		$832K Sell
5,290
-58
-1% -$9.3K 0.56% 29
2023
Q1 		$873K Sell
5,348
-155
-3% -$26K 0.62% 20
2022
Q4 		$988K Sell
5,503
-152
-3% -$26.5K 0.77% 19
2022
Q3 		$812K Sell
5,655
-716
-11% -$109K 0.66% 28
2022
Q2 		$922K Sell
6,371
-2,008
-24% -$332K 0.78% 24
2022
Q1 		$1.36M Buy
8,379
+2,345
+39% +$336K 0.85% 26
2021
Q4 		$708K Buy
+6,034
New +$685K 0.51% 48

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

Integral Investment Advisors's CVX Position: Q2 2026 in Review

Integral Investment Advisors reduced its Chevron (CVX) stake by 2.7% in Q2 2026, selling an estimated $80K and leaving 15,305 shares worth $2.54M. The position accounts for 0.56% of the portfolio, ranked #36.

Integral Investment Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.26M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Integral Investment Advisors held 15,305 shares of Chevron worth $2.54M as of Q2 2026.
  • Integral Investment Advisors sold 430 Chevron shares in Q2 2026, an estimated $80K.
  • Chevron made up 0.56% of Integral Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Integral Investment Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Integral Investment Advisors's Chevron position peaked at $3.26M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.