January Capital Advisors’s Chevron CVX Stock Holding History

January Capital 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	$434K	Sell	2,618 -3,000	-53%	-$558K	0.36%	36
2026 Q1	$1.16M	Buy	+5,618	New	+$1.02M	1.57%	15
2022 Q2	$4.36M	Hold	30,142	–	–	3.88%	6
2022 Q1	$4.36M	Sell	30,142 -3,546	-11%	-$509K	3.87%	6
2021 Q4	$3.95M	Buy	+33,688	New	+$3.83M	3.14%	9

Other funds holding CVX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

January Capital Advisors's CVX Position: Q2 2026 in Review

January Capital Advisors reduced its Chevron (CVX) stake by 53% in Q2 2026, selling an estimated $558K and leaving 2,618 shares worth $434K. The position accounts for 0.36% of the portfolio, ranked #36.

January Capital Advisors first reported a position in CVX in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.36M in Q2 2022. 4,140 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

January Capital Advisors held 2,618 shares of Chevron worth $434K as of Q2 2026.
January Capital Advisors sold 3,000 Chevron shares in Q2 2026, an estimated $558K.
Chevron made up 0.36% of January Capital Advisors's portfolio in Q2 2026, its #36 holding.
January Capital Advisors first reported a position in Chevron in Q4 2021 and has held it in 5 quarters since.
January Capital Advisors's Chevron position peaked at $4.36M in Q2 2022.
4,140 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on January Capital Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.