IAG
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Investment Advisory Group’s Chevron CVX Stock Holding History

Investment 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 		$335K Sell
2,021
-14
-0.7% -$2.61K 0.07% 158
2026
Q1 		$421K Buy
2,035
+206
+11% +$37.6K 0.11% 121
2025
Q4 		$279K Buy
1,829
+78
+4% +$11.9K 0.07% 156
2025
Q3 		$272K Buy
1,751
+63
+4% +$9.76K 0.07% 150
2025
Q2 		$242K Sell
1,688
-82
-5% -$11.6K 0.07% 151
2025
Q1 		$296K Buy
1,770
+10
+0.6% +$1.56K 0.1% 129
2024
Q4 		$255K Buy
1,760
+22
+1% +$3.37K 0.09% 141
2024
Q3 		$256K Buy
1,738
+36
+2% +$5.36K 0.09% 143
2024
Q2 		$266K Sell
1,702
-88
-5% -$14K 0.1% 129
2024
Q1 		$282K Buy
1,790
+26
+1% +$3.92K 0.12% 121
2023
Q4 		$263K Sell
1,764
-20
-1% -$3.02K 0.12% 120
2023
Q3 		$301K Buy
1,784
+50
+3% +$8.08K 0.16% 98
2023
Q2 		$273K Buy
1,734
+90
+5% +$14.4K 0.14% 110
2023
Q1 		$268K Hold
1,644
– – 0.15% 110
2022
Q4 		$295K Buy
1,644
+20
+1% +$3.49K 0.18% 99
2022
Q3 		$233K Hold
1,624
– – 0.16% 111
2022
Q2 		$235K Buy
1,624
+18
+1% +$2.98K 0.16% 107
2022
Q1 		$261K Buy
+1,606
New +$230K 0.16% 105

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

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

Investment Advisory Group reduced its Chevron (CVX) stake by 0.69% in Q2 2026, selling an estimated $2.61K and leaving 2,021 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #158.

Investment Advisory Group first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $421K in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Investment Advisory Group held 2,021 shares of Chevron worth $335K as of Q2 2026.
  • Investment Advisory Group sold 14 Chevron shares in Q2 2026, an estimated $2.61K.
  • Chevron made up 0.07% of Investment Advisory Group's portfolio in Q2 2026, its #158 holding.
  • Investment Advisory Group first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Investment Advisory Group's Chevron position peaked at $421K in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.