Investment Research & Advisory Group’s Chevron CVX Stock Holding History

Investment Research & 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	$113K	Buy	643 +263	+69%	+$49K	0.03%	99
2026 Q1	$87.3K	Hold	380	–	–	0.03%	100
2025 Q4	$63.7K	Hold	380	–	–	0.02%	108
2025 Q3	$65.2K	Hold	380	–	–	0.02%	106
2025 Q2	$54.4K	Sell	380 -323	-46%	-$45.5K	0.02%	105
2025 Q1	$118K	Hold	703	–	–	0.05%	87
2024 Q4	$102K	Hold	703	–	–	0.04%	84
2024 Q3	$104K	Hold	703	–	–	0.04%	82
2024 Q2	$110K	Hold	703	–	–	0.05%	78
2024 Q1	$111K	Hold	703	–	–	0.05%	78
2023 Q4	$105K	Hold	703	–	–	0.05%	77
2023 Q3	$119K	Hold	703	–	–	0.07%	74
2023 Q2	$111K	Hold	703	–	–	0.06%	77
2023 Q1	$115K	Hold	703	–	–	0.07%	75
2022 Q4	$126K	Hold	703	–	–	0.08%	71
2022 Q3	$101K	Hold	703	–	–	0.08%	74
2022 Q2	$102K	Hold	703	–	–	0.07%	76
2022 Q1	$114K	Hold	703	–	–	0.07%	78
2021 Q4	$82K	Hold	703	–	–	0.05%	92
2021 Q3	$72K	Sell	703 -54	-7%	-$5.39K	0.05%	91
2021 Q2	$79K	Buy	757 +54	+8%	+$5.7K	0.05%	98
2021 Q1	$74K	Hold	703	–	–	0.05%	89
2020 Q4	$59K	Hold	703	–	–	0.04%	92
2020 Q3	$51K	Hold	703	–	–	0.04%	94
2020 Q2	$63K	Hold	703	–	–	0.06%	86
2020 Q1	$51K	Hold	703	–	–	0.05%	87
2019 Q4	$85K	Buy	+703	New	+$82.8K	0.08%	77

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Investment Research & Advisory Group increased its Chevron (CVX) stake by 69% in Q2 2026, buying an estimated $49K and bringing the position to 643 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #99.

Investment Research & Advisory Group first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $126K in Q4 2022. 1,764 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Investment Research & Advisory Group held 643 shares of Chevron worth $113K as of Q2 2026.
Investment Research & Advisory Group bought 263 Chevron shares in Q2 2026, an estimated $49K.
Chevron made up 0.03% of Investment Research & Advisory Group's portfolio in Q2 2026, its #99 holding.
Investment Research & Advisory Group first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
Investment Research & Advisory Group's Chevron position peaked at $126K in Q4 2022.
1,764 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.