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Investor's Fiduciary Advisor Network’s Chevron CVX Stock Holding History

Investor's Fiduciary Advisor Network’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 		$2.04M Sell
12,338
-954
-7% -$178K 0.69% 44
2026
Q1 		$2.75M Sell
13,292
-2,469
-16% -$450K 0.84% 27
2025
Q4 		$2.4M Sell
15,761
-11
-0.1% -$1.68K 0.52% 46
2025
Q3 		$2.45M Buy
15,772
+1,321
+9% +$205K 0.83% 26
2025
Q2 		$2.07M Buy
14,451
+9,884
+216% +$1.39M 0.77% 29
2025
Q1 		$764K Sell
4,567
-7,318
-62% -$1.15M 0.36% 75
2024
Q4 		$1.72M Buy
+11,885
New +$1.82M 0.66% 40

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

Investor's Fiduciary Advisor Network's CVX Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Chevron (CVX) stake by 7.2% in Q2 2026, selling an estimated $178K and leaving 12,338 shares worth $2.04M. The position accounts for 0.69% of the portfolio, ranked #44.

Investor's Fiduciary Advisor Network first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75M in Q1 2026. 4,142 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 12,338 shares of Chevron worth $2.04M as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 954 Chevron shares in Q2 2026, an estimated $178K.
  • Chevron made up 0.69% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #44 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Investor's Fiduciary Advisor Network's Chevron position peaked at $2.75M in Q1 2026.
  • 4,142 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.