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Intellus Advisors’s Chevron CVX Stock Holding History

Intellus 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 		$272K Sell
1,641
-209
-11% -$38.9K 0.03% 112
2026
Q1 		$383K Sell
1,850
-515
-22% -$93.9K 0.05% 85
2025
Q4 		$360K Sell
2,365
-100
-4% -$15.2K 0.05% 91
2025
Q3 		$383K Sell
2,465
-152
-6% -$23.5K 0.05% 92
2025
Q2 		$375K Hold
2,617
– – 0.06% 91
2025
Q1 		$438K Sell
2,617
-1,185
-31% -$186K 0.08% 79
2024
Q4 		$551K Buy
+3,802
New +$582K 0.1% 70

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Intellus Advisors's CVX Position: Q2 2026 in Review

Intellus Advisors reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $38.9K and leaving 1,641 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #112.

Intellus Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $551K in Q4 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Intellus Advisors held 1,641 shares of Chevron worth $272K as of Q2 2026.
  • Intellus Advisors sold 209 Chevron shares in Q2 2026, an estimated $38.9K.
  • Chevron made up 0.03% of Intellus Advisors's portfolio in Q2 2026, its #112 holding.
  • Intellus Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's Chevron position peaked at $551K in Q4 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.