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McAdam LLC’s Chevron CVX Stock Holding History

McAdam LLC’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 		$1.17M Buy
7,076
+358
+5% +$66.6K 0.05% 157
2026
Q1 		$1.39M Buy
6,718
+1,406
+26% +$256K 0.06% 138
2025
Q4 		$810K Buy
5,312
+614
+13% +$93.5K 0.04% 174
2025
Q3 		$730K Buy
4,698
+586
+14% +$90.8K 0.04% 173
2025
Q2 		$589K Buy
4,112
+309
+8% +$43.6K 0.03% 187
2025
Q1 		$636K Sell
3,803
-7
-0.2% -$1.1K 0.04% 163
2024
Q4 		$552K Buy
3,810
+138
+4% +$21.1K 0.03% 190
2024
Q3 		$541K Buy
3,672
+68
+2% +$10.1K 0.03% 190
2024
Q2 		$564K Buy
3,604
+107
+3% +$17.1K 0.03% 167
2024
Q1 		$552K Buy
3,497
+57
+2% +$8.6K 0.04% 163
2023
Q4 		$513K Sell
3,440
-92
-3% -$13.9K 0.04% 160
2023
Q3 		$596K Buy
3,532
+493
+16% +$79.6K 0.05% 141
2023
Q2 		$478K Buy
3,039
+264
+10% +$42.3K 0.04% 156
2023
Q1 		$453K Buy
+2,775
New +$465K 0.04% 159
2022
Q4 		– Sell
-1,679
Closed -$241K – 197
2022
Q3 		$241K Buy
+1,679
New +$256K 0.03% 194
2018
Q4 		– Sell
-440
Closed -$55K – 168
2018
Q3 		$55K Buy
440
+100
+29% +$12.1K 0.02% 156
2018
Q2 		$43K Buy
340
+6
+2% +$745 0.02% 165
2018
Q1 		$38K Buy
+334
New +$39.9K 0.02% 176

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

McAdam LLC's CVX Position: Q2 2026 in Review

McAdam LLC increased its Chevron (CVX) stake by 5.3% in Q2 2026, buying an estimated $66.6K and bringing the position to 7,076 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #157.

McAdam LLC first reported a position in CVX in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.39M in Q1 2026. 2,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • McAdam LLC held 7,076 shares of Chevron worth $1.17M as of Q2 2026.
  • McAdam LLC bought 358 Chevron shares in Q2 2026, an estimated $66.6K.
  • Chevron made up 0.05% of McAdam LLC's portfolio in Q2 2026, its #157 holding.
  • McAdam LLC first reported a position in Chevron in Q1 2018 and has held it in 18 quarters since.
  • McAdam LLC's Chevron position peaked at $1.39M in Q1 2026.
  • 2,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.