LFA
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Longview Financial Advisors’s Chevron CVX Stock Holding History

Longview 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 		– Sell
-730
Closed -$151K – 70
2026
Q1 		$151K Buy
+730
New +$133K 0.09% 51
2024
Q4 		– Sell
-1,564
Closed -$230K – 44
2024
Q3 		$230K Sell
1,564
-15
-0.9% -$2.23K 0.17% 42
2024
Q2 		$247K Hold
1,579
– – 0.19% 40
2024
Q1 		$249K Sell
1,579
-115
-7% -$17.4K 0.19% 41
2023
Q4 		$253K Buy
+1,694
New +$256K 0.2% 35

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

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

Longview Financial Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 730 shares — an estimated $151K sold.

Longview Financial Advisors first reported a position in CVX in Q4 2023 and held it in 5 quarters. The position peaked at $253K in Q4 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Longview Financial Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 730 Chevron shares in Q2 2026, an estimated $151K.
  • Longview Financial Advisors first reported a position in Chevron in Q4 2023 and held it in 5 quarters.
  • Longview Financial Advisors's Chevron position peaked at $253K in Q4 2023.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.