IPG Investment Advisors’s Chevron CVX Stock Holding History

IPG Investment 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	–	Sell	-1,023	Closed	-$212K	–	278
2026 Q1	$212K	Buy	+1,023	New	+$187K	0.04%	215
2024 Q2	–	Sell	-33,590	Closed	-$5.3M	–	183
2024 Q1	$5.3M	Buy	33,590 +24,460	+268%	+$3.69M	1.16%	27
2023 Q4	$1.36M	Buy	+9,130	New	+$1.38M	0.27%	59
2019 Q3	–	Sell	-1,618	Closed	-$201K	–	136
2019 Q2	$201K	Buy	+1,618	New	+$196K	0.07%	133
2018 Q4	–	Sell	-2,086	Closed	-$255K	–	152
2018 Q3	$255K	Buy	+2,086	New	+$253K	0.08%	140
2018 Q2	–	Sell	-1,884	Closed	-$215K	–	163
2018 Q1	$215K	Buy	+1,884	New	+$225K	0.07%	135

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IPG Investment Advisors's CVX Position: Q2 2026 in Review

IPG Investment Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,023 shares — an estimated $212K sold.

IPG Investment Advisors first reported a position in CVX in Q1 2018 and held it in 6 quarters. The position peaked at $5.3M in Q1 2024. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

IPG Investment Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
IPG Investment Advisors sold 1,023 Chevron shares in Q2 2026, an estimated $212K.
IPG Investment Advisors first reported a position in Chevron in Q1 2018 and held it in 6 quarters.
IPG Investment Advisors's Chevron position peaked at $5.3M in Q1 2024.
4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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