Level Financial Advisors’s Chevron CVX Stock Holding History

Level Financial 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	$216K	Buy	1,302 +6	+0.5%	+$1.12K	0.05%	94
2026 Q1	$268K	Sell	1,296 -78	-6%	-$14.2K	0.07%	79
2025 Q4	$209K	Sell	1,374 -1,017	-43%	-$155K	0.06%	94
2025 Q3	$371K	Buy	2,391 +814	+52%	+$126K	0.1%	72
2025 Q2	$226K	Buy	1,577 +1	+0.1%	+$141	0.07%	87
2025 Q1	$264K	Buy	+1,576	New	+$247K	0.09%	78
2024 Q1	–	Sell	-530	Closed	-$79.1K	–	117
2023 Q4	$79.1K	Hold	530	–	–	0.04%	94
2023 Q3	$89.4K	Hold	530	–	–	0.05%	80
2023 Q2	$83.4K	Hold	530	–	–	0.05%	85
2023 Q1	$86.5K	Hold	530	–	–	0.05%	72
2022 Q4	$95K	Hold	530	–	–	0.06%	72
2022 Q3	$76K	Hold	530	–	–	0.06%	80
2022 Q2	$77K	Hold	530	–	–	0.06%	80
2022 Q1	$86K	Hold	530	–	–	0.07%	62
2021 Q4	$62K	Buy	+530	New	+$60.2K	0.05%	82

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

Level Financial Advisors's CVX Position: Q2 2026 in Review

Level Financial Advisors increased its Chevron (CVX) stake by 0.46% in Q2 2026, buying an estimated $1.12K and bringing the position to 1,302 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #94.

Level Financial Advisors first reported a position in CVX in Q4 2021 and has held it in 15 quarters since. The position peaked at $371K in Q3 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Level Financial Advisors held 1,302 shares of Chevron worth $216K as of Q2 2026.
Level Financial Advisors bought 6 Chevron shares in Q2 2026, an estimated $1.12K.
Chevron made up 0.05% of Level Financial Advisors's portfolio in Q2 2026, its #94 holding.
Level Financial Advisors first reported a position in Chevron in Q4 2021 and has held it in 15 quarters since.
Level Financial Advisors's Chevron position peaked at $371K in Q3 2025.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.