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Investmark Advisory Group’s Chevron CVX Stock Holding History

Investmark Advisory 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 		$4.12M Buy
24,867
+275
+1% +$51.2K 1.57% 16
2026
Q1 		$5.09M Buy
24,592
+15
+0.1% +$2.73K 2.18% 8
2025
Q4 		$3.75M Buy
24,577
+109
+0.4% +$16.6K 1.6% 16
2025
Q3 		$3.8M Buy
24,468
+228
+0.9% +$35.3K 1.65% 17
2025
Q2 		$3.47M Sell
24,240
-906
-4% -$128K 1.63% 17
2025
Q1 		$4.21M Sell
25,146
-292
-1% -$45.7K 2.08% 14
2024
Q4 		$3.68M Buy
25,438
+210
+0.8% +$32.1K 1.81% 15
2024
Q3 		$3.72M Buy
25,228
+464
+2% +$69.1K 1.8% 15
2024
Q2 		$3.87M Buy
24,764
+227
+0.9% +$36.2K 2.07% 11
2024
Q1 		$3.87M Sell
24,537
-483
-2% -$72.9K 2.12% 11
2023
Q4 		$3.73M Sell
25,020
-93
-0.4% -$14.1K 2.19% 12
2023
Q3 		$4.23M Buy
25,113
+193
+0.8% +$31.2K 2.87% 6
2023
Q2 		$3.92M Buy
24,920
+549
+2% +$88K 2.62% 9
2023
Q1 		$3.98M Buy
24,371
+1,033
+4% +$173K 2.92% 6
2022
Q4 		$4.19M Buy
23,338
+451
+2% +$78.7K 3.11% 6
2022
Q3 		$3.29M Buy
22,887
+663
+3% +$101K 2.95% 7
2022
Q2 		$3.22M Buy
22,224
+333
+2% +$55K 3.18% 10
2022
Q1 		$3.56M Buy
21,891
+711
+3% +$102K 3.67% 6
2021
Q4 		$2.48M Buy
+21,180
New +$2.41M 2.32% 13

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

Investmark Advisory Group's CVX Position: Q2 2026 in Review

Investmark Advisory Group increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $51.2K and bringing the position to 24,867 shares worth $4.12M. The position accounts for 1.57% of the portfolio, ranked #16.

Investmark Advisory Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.09M in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Investmark Advisory Group held 24,867 shares of Chevron worth $4.12M as of Q2 2026.
  • Investmark Advisory Group bought 275 Chevron shares in Q2 2026, an estimated $51.2K.
  • Chevron made up 1.57% of Investmark Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Investmark Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Investmark Advisory Group's Chevron position peaked at $5.09M in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.