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Modus Advisors’s Chevron CVX Stock Holding History

Modus 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 		$4.31M Sell
25,994
-95
-0.4% -$17.7K 1.06% 39
2026
Q1 		$5.4M Buy
26,089
+2,604
+11% +$475K 1.49% 23
2025
Q4 		$3.58M Buy
23,485
+2,409
+11% +$367K 0.94% 40
2025
Q3 		$3.27M Buy
21,076
+1,033
+5% +$160K 0.89% 41
2025
Q2 		$2.87M Buy
20,043
+611
+3% +$86.1K 0.85% 42
2025
Q1 		$3.25M Buy
19,432
+389
+2% +$60.9K 1.06% 36
2024
Q4 		$2.76M Buy
19,043
+637
+3% +$97.5K 0.86% 37
2024
Q3 		$2.71M Buy
18,406
+966
+6% +$144K 0.89% 38
2024
Q2 		$2.73M Buy
17,440
+769
+5% +$123K 0.96% 38
2024
Q1 		$2.63M Sell
16,671
-38
-0.2% -$5.73K 0.97% 40
2023
Q4 		$2.49M Buy
16,709
+591
+4% +$89.4K 1.01% 39
2023
Q3 		$2.72M Buy
16,118
+546
+4% +$88.2K 1.19% 33
2023
Q2 		$2.45M Buy
15,572
+166
+1% +$26.6K 1.05% 39
2023
Q1 		$2.51M Buy
15,406
+307
+2% +$51.5K 1.16% 33
2022
Q4 		$2.71M Buy
15,099
+3,139
+26% +$548K 1.31% 28
2022
Q3 		$1.72M Buy
11,960
+554
+5% +$84.5K 0.9% 38
2022
Q2 		$1.65M Buy
11,406
+1,569
+16% +$259K 0.84% 42
2022
Q1 		$1.6M Buy
9,837
+7,673
+355% +$1.1M 0.7% 48
2021
Q4 		$254K Hold
2,164
– – 0.11% 86
2021
Q3 		$220K Hold
2,164
– – 0.1% 93
2021
Q2 		$227K Sell
2,164
-70
-3% -$7.39K 0.1% 93
2021
Q1 		$234K Buy
+2,234
New +$218K 0.11% 89
2020
Q4 		– Sell
-4,564
Closed -$329K – 87
2020
Q3 		$329K Buy
4,564
+4,454
+4,049% +$375K 0.19% 67
2020
Q2 		$10K Buy
+110
New +$9.85K 0.01% 172
2020
Q1 		– Sell
-7,852
Closed -$946K – 71
2019
Q4 		$946K Buy
+7,852
New +$925K 0.75% 27

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

Modus Advisors's CVX Position: Q2 2026 in Review

Modus Advisors reduced its Chevron (CVX) stake by 0.36% in Q2 2026, selling an estimated $17.7K and leaving 25,994 shares worth $4.31M. The position accounts for 1.06% of the portfolio, ranked #39.

Modus Advisors first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.4M in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Modus Advisors held 25,994 shares of Chevron worth $4.31M as of Q2 2026.
  • Modus Advisors sold 95 Chevron shares in Q2 2026, an estimated $17.7K.
  • Chevron made up 1.06% of Modus Advisors's portfolio in Q2 2026, its #39 holding.
  • Modus Advisors first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • Modus Advisors's Chevron position peaked at $5.4M in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.