JAG
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Journey Advisory Group’s Chevron CVX Stock Holding History

Journey 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 		$4M Sell
24,149
-202
-0.8% -$37.6K 0.31% 90
2026
Q1 		$5.04M Sell
24,351
-7,032
-22% -$1.28M 0.43% 67
2025
Q4 		$4.78M Buy
31,383
+296
+1% +$45.1K 0.4% 76
2025
Q3 		$4.83M Sell
31,087
-328
-1% -$50.8K 0.36% 72
2025
Q2 		$4.5M Sell
31,415
-99
-0.3% -$14K 0.35% 71
2025
Q1 		$5.27M Sell
31,514
-4,474
-12% -$700K 0.43% 63
2024
Q4 		$5.63M Hold
35,988
– – 0.67% 38
2024
Q3 		$5.63M Hold
35,988
– – 0.67% 38
2024
Q2 		$5.63M Sell
35,988
-2,153
-6% -$343K 0.67% 38
2024
Q1 		$6.02M Sell
38,141
-17,383
-31% -$2.62M 0.74% 36
2023
Q4 		$8.28M Buy
55,524
+817
+1% +$124K 1.13% 25
2023
Q3 		$9.22M Buy
54,707
+4,234
+8% +$684K 1.38% 18
2023
Q2 		$7.94M Buy
50,473
+16,714
+50% +$2.68M 1.18% 21
2023
Q1 		$5.51M Sell
33,759
-369
-1% -$61.9K 0.86% 27
2022
Q4 		$6.13M Buy
34,128
+18,999
+126% +$3.32M 1.52% 13
2022
Q3 		$2.17M Buy
15,129
+1,921
+15% +$293K 0.55% 49
2022
Q2 		$2.12M Buy
13,208
+4,228
+47% +$699K 0.49% 54
2022
Q1 		$1.46M Buy
8,980
+2,064
+30% +$296K 0.37% 63
2021
Q4 		$812K Sell
6,916
-519
-7% -$59K 0.22% 97
2021
Q3 		$754K Sell
7,435
-4,670
-39% -$466K 0.24% 94
2021
Q2 		$1.27M Sell
12,105
-1,058
-8% -$112K 0.4% 64
2021
Q1 		$1.38M Sell
13,163
-325
-2% -$31.7K 0.48% 56
2020
Q4 		$1.14M Buy
+13,488
New +$1.09M 0.43% 60

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

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

Journey Advisory Group reduced its Chevron (CVX) stake by 0.83% in Q2 2026, selling an estimated $37.6K and leaving 24,149 shares worth $4M. The position accounts for 0.31% of the portfolio, ranked #90.

Journey Advisory Group first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.22M in Q3 2023. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Journey Advisory Group held 24,149 shares of Chevron worth $4M as of Q2 2026.
  • Journey Advisory Group sold 202 Chevron shares in Q2 2026, an estimated $37.6K.
  • Chevron made up 0.31% of Journey Advisory Group's portfolio in Q2 2026, its #90 holding.
  • Journey Advisory Group first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Chevron position peaked at $9.22M in Q3 2023.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.