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Intelligence Driven Advisers’s Chevron CVX Stock Holding History

Intelligence Driven Advisers’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 		$257K Buy
1,550
+414
+36% +$77.1K 0.04% 112
2026
Q1 		$235K Sell
1,136
-184
-14% -$33.6K 0.04% 109
2025
Q4 		$201K Buy
+1,320
New +$201K 0.03% 133
2019
Q3 		– Sell
-1,631
Closed -$203K – 90
2019
Q2 		$203K Buy
+1,631
New +$197K 0.1% 98

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

Intelligence Driven Advisers's CVX Position: Q2 2026 in Review

Intelligence Driven Advisers increased its Chevron (CVX) stake by 36% in Q2 2026, buying an estimated $77.1K and bringing the position to 1,550 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #112.

Intelligence Driven Advisers first reported a position in CVX in Q2 2019 and has held it in 4 quarters since. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Intelligence Driven Advisers held 1,550 shares of Chevron worth $257K as of Q2 2026.
  • Intelligence Driven Advisers bought 414 Chevron shares in Q2 2026, an estimated $77.1K.
  • Chevron made up 0.04% of Intelligence Driven Advisers's portfolio in Q2 2026, its #112 holding.
  • Intelligence Driven Advisers first reported a position in Chevron in Q2 2019 and has held it in 4 quarters since.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.