MYIA
CVX icon

Mount Yale Investment Advisors’s Chevron CVX Stock Holding History

Mount Yale Investment 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 		$11M Sell
66,204
-575
-0.9% -$107K 0.2% 111
2026
Q1 		$13.8M Buy
66,779
+29,472
+79% +$5.37M 0.32% 67
2025
Q4 		$5.69M Sell
37,307
-22,258
-37% -$3.39M 0.27% 78
2025
Q3 		$9.25M Buy
59,565
+42,888
+257% +$6.64M 0.64% 34
2025
Q2 		$2.39M Sell
16,677
-5,520
-25% -$778K 0.19% 111
2025
Q1 		$3.71M Buy
22,197
+734
+3% +$115K 0.32% 59
2024
Q4 		$3.11M Buy
21,463
+10,442
+95% +$1.6M 0.25% 81
2024
Q3 		$1.62M Sell
11,021
-9,436
-46% -$1.4M 0.16% 141
2024
Q2 		$3.2M Buy
20,457
+18
+0.1% +$2.87K 0.25% 80
2024
Q1 		$3.22M Buy
20,439
+9,655
+90% +$1.46M 0.25% 87
2023
Q4 		$1.61M Buy
10,784
+190
+2% +$28.7K 0.15% 141
2023
Q3 		$1.79M Buy
10,594
+190
+2% +$30.7K 0.19% 119
2023
Q2 		$1.64M Buy
10,404
+9,128
+715% +$1.46M 0.17% 129
2023
Q1 		$208K Buy
1,276
+151
+13% +$25.3K 0.02% 454
2022
Q4 		$202K Buy
+1,125
New +$196K 0.02% 435
2021
Q4 		– Sell
-2,108
Closed -$214K – 468
2021
Q3 		$214K Buy
+2,108
New +$210K 0.02% 432
2020
Q3 		– Sell
-2,776
Closed -$248K – 352
2020
Q2 		$248K Buy
+2,776
New +$249K 0.04% 281
2020
Q1 		– Sell
-3,035
Closed -$325K – 300
2019
Q4 		$325K Sell
3,035
-320
-10% -$37.7K 0.06% 269
2019
Q3 		$406K Sell
3,355
-732
-18% -$88.9K 0.07% 225
2019
Q2 		$487K Sell
4,087
-439
-10% -$53.1K 0.09% 191
2019
Q1 		$557K Sell
4,526
-439
-9% -$51.9K 0.1% 154
2018
Q4 		$581K Sell
4,965
-721
-13% -$83.5K 0.12% 156
2018
Q3 		$687K Buy
5,686
+398
+8% +$48.3K 0.12% 140
2018
Q2 		$669K Buy
5,288
+714
+16% +$88.6K 0.13% 145
2018
Q1 		$522K Buy
+4,574
New +$547K 0.11% 160

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

Mount Yale Investment Advisors's CVX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Chevron (CVX) stake by 0.86% in Q2 2026, selling an estimated $107K and leaving 66,204 shares worth $11M. The position accounts for 0.2% of the portfolio, ranked #111.

Mount Yale Investment Advisors first reported a position in CVX in Q1 2018 and has held it in 25 quarters since. The position peaked at $13.8M in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mount Yale Investment Advisors held 66,204 shares of Chevron worth $11M as of Q2 2026.
  • Mount Yale Investment Advisors sold 575 Chevron shares in Q2 2026, an estimated $107K.
  • Chevron made up 0.2% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Mount Yale Investment Advisors first reported a position in Chevron in Q1 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's Chevron position peaked at $13.8M in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.