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Magnolia Capital Advisors’s Chevron CVX Stock Holding History

Magnolia 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 		$1.31M Sell
7,930
-1,566
-16% -$291K 0.23% 112
2026
Q1 		$1.96M Buy
9,496
+3,147
+50% +$574K 0.39% 72
2025
Q4 		$968K Buy
6,349
+364
+6% +$55.4K 0.2% 116
2025
Q3 		$929K Sell
5,985
-2,018
-25% -$313K 0.24% 111
2025
Q2 		$1.15M Sell
8,003
-277
-3% -$39K 0.29% 90
2025
Q1 		$1.39M Sell
8,280
-57
-0.7% -$8.92K 0.38% 73
2024
Q4 		$1.21M Buy
8,337
+6,784
+437% +$1.04M 0.31% 85
2024
Q3 		$229K Buy
1,553
+135
+10% +$20.1K 0.11% 131
2024
Q2 		$222K Buy
+1,418
New +$226K 0.12% 114
2023
Q2 		– Sell
-7,716
Closed -$1.26M – 129
2023
Q1 		$1.26M Buy
7,716
+72
+0.9% +$12.1K 0.65% 43
2022
Q4 		$1.37M Buy
7,644
+122
+2% +$21.3K 0.91% 30
2022
Q3 		$1.08M Buy
7,522
+630
+9% +$96.1K 0.91% 33
2022
Q2 		$997K Sell
6,892
-632
-8% -$104K 0.91% 40
2022
Q1 		$1.23M Sell
7,524
-75
-1% -$10.8K 0.48% 63
2021
Q4 		$892K Sell
7,599
-466
-6% -$52.9K 0.26% 78
2021
Q3 		$819K Sell
8,065
-10,491
-57% -$1.05M 0.29% 77
2021
Q2 		$1.94M Buy
+18,556
New +$1.96M 0.86% 27
2021
Q1 		– Sell
-10,918
Closed -$922K – 88
2020
Q4 		$922K Buy
10,918
+281
+3% +$22.8K 0.6% 36
2020
Q3 		$766K Buy
10,637
+409
+4% +$34.4K 0.6% 33
2020
Q2 		$913K Sell
10,228
-147
-1% -$13.2K 1.17% 21
2020
Q1 		$752K Buy
10,375
+111
+1% +$11K 1.46% 18
2019
Q4 		$1.24M Buy
+10,264
New +$1.21M 1.18% 19

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

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

Magnolia Capital Advisors reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $291K and leaving 7,930 shares worth $1.31M. The position accounts for 0.23% of the portfolio, ranked #112.

Magnolia Capital Advisors first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.96M in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Magnolia Capital Advisors held 7,930 shares of Chevron worth $1.31M as of Q2 2026.
  • Magnolia Capital Advisors sold 1,566 Chevron shares in Q2 2026, an estimated $291K.
  • Chevron made up 0.23% of Magnolia Capital Advisors's portfolio in Q2 2026, its #112 holding.
  • Magnolia Capital Advisors first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
  • Magnolia Capital Advisors's Chevron position peaked at $1.96M in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.