LEA
CVX icon

Legacy Edge Advisors’s Chevron CVX Stock Holding History

Legacy Edge 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 		$375K Sell
2,261
-24
-1% -$4.47K 0.03% 167
2026
Q1 		$473K Sell
2,285
-16
-0.7% -$2.92K 0.05% 144
2025
Q4 		$351K Buy
2,301
+42
+2% +$6.4K 0.04% 164
2025
Q3 		$351K Buy
2,259
+62
+3% +$9.6K 0.04% 157
2025
Q2 		$315K Buy
2,197
+108
+5% +$15.2K 0.04% 160
2025
Q1 		$349K Hold
2,089
– – 0.05% 134
2024
Q4 		$299K Sell
2,089
-175
-8% -$26.8K 0.05% 144
2024
Q3 		$333K Sell
2,264
-145
-6% -$21.6K 0.05% 138
2024
Q2 		$377K Buy
2,409
+615
+34% +$98.1K 0.07% 125
2024
Q1 		$283K Sell
1,794
-420
-19% -$63.4K 0.06% 134
2023
Q4 		$330K Buy
+2,214
New +$335K 0.08% 118

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

Legacy Edge Advisors's CVX Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Chevron (CVX) stake by 1.1% in Q2 2026, selling an estimated $4.47K and leaving 2,261 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #167.

Legacy Edge Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $473K in Q1 2026. 4,139 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Edge Advisors held 2,261 shares of Chevron worth $375K as of Q2 2026.
  • Legacy Edge Advisors sold 24 Chevron shares in Q2 2026, an estimated $4.47K.
  • Chevron made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #167 holding.
  • Legacy Edge Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Chevron position peaked at $473K in Q1 2026.
  • 4,139 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.