Operose Advisors’s Chevron CVX Stock Holding History

Operose 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	$1.11M	Buy	+6,720	New	+$1.25M	0.22%	59
2026 Q1	–	Sell	-6,703	Closed	-$1.02M	–	608
2025 Q4	$1.02M	Hold	6,703	–	–	0.24%	52
2025 Q3	$1.04M	Hold	6,703	–	–	0.26%	49
2025 Q2	$960K	Buy	6,703 +90	+1%	+$12.7K	0.27%	51
2025 Q1	$1.11M	Sell	6,613 -19	-0.3%	-$2.97K	0.37%	42
2024 Q4	$961K	Buy	6,632 +1,932	+41%	+$296K	0.33%	41
2024 Q3	$692K	Buy	4,700 +458	+11%	+$68.2K	0.22%	66
2024 Q2	$664K	Sell	4,242 -224	-5%	-$35.7K	0.24%	59
2024 Q1	$704K	Buy	4,466 +3,530	+377%	+$533K	0.24%	63
2023 Q4	$140K	Sell	936 -1,295	-58%	-$196K	0.06%	134
2023 Q3	$376K	Buy	2,231 +1,997	+853%	+$323K	0.15%	65
2023 Q2	$36.8K	Hold	234	–	–	0.02%	183
2023 Q1	$38.2K	Buy	234 +104	+80%	+$17.4K	0.02%	174
2022 Q4	$23.3K	Sell	130 -442	-77%	-$77.1K	0.01%	209
2022 Q3	$82K	Buy	572 +155	+37%	+$23.6K	0.05%	118
2022 Q2	$60K	Hold	417	–	–	0.04%	133
2022 Q1	$68K	Buy	417 +110	+36%	+$15.8K	0.05%	128
2021 Q4	$36K	Buy	+307	New	+$34.9K	0.03%	156

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Operose Advisors's CVX Position: Q2 2026 in Review

Operose Advisors opened a new position in Chevron (CVX) in Q2 2026: 6,720 shares worth $1.11M. The stake represents 0.22% of the portfolio and ranks #59 among its holdings. This is a return to the name: Operose Advisors previously reported a position in CVX as recently as Q4 2025.

Operose Advisors first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Operose Advisors held 6,720 shares of Chevron worth $1.11M as of Q2 2026.
Chevron was a new Operose Advisors position in Q2 2026.
Chevron made up 0.22% of Operose Advisors's portfolio in Q2 2026, its #59 holding.
Operose Advisors first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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