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Perennial Investment Advisors’s Chevron CVX Stock Holding History

Perennial 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 		$2.78M Buy
16,742
+345
+2% +$64.2K 0.18% 111
2026
Q1 		$3.39M Buy
16,397
+1,947
+13% +$355K 0.27% 77
2025
Q4 		$2.2M Sell
14,450
-5,508
-28% -$839K 0.17% 105
2025
Q3 		$3.1M Buy
19,958
+6,670
+50% +$1.03M 0.26% 79
2025
Q2 		$1.9M Buy
13,288
+318
+2% +$44.8K 0.18% 108
2025
Q1 		$2.17M Sell
12,970
-963
-7% -$151K 0.24% 78
2024
Q4 		$2.02M Sell
13,933
-588
-4% -$90K 0.24% 79
2024
Q3 		$2.14M Buy
14,521
+103
+0.7% +$15.3K 0.28% 68
2024
Q2 		$2.26M Sell
14,418
-139
-1% -$22.2K 0.32% 63
2024
Q1 		$2.3M Buy
14,557
+910
+7% +$137K 0.35% 58
2023
Q4 		$2.04M Buy
13,647
+110
+0.8% +$16.6K 0.34% 63
2023
Q3 		$2.28M Sell
13,537
-271
-2% -$43.8K 0.41% 58
2023
Q2 		$2.17M Sell
13,808
-256
-2% -$41K 0.38% 57
2023
Q1 		$2.29M Buy
14,064
+9,616
+216% +$1.61M 0.43% 58
2022
Q4 		$798K Buy
4,448
+20
+0.5% +$3.49K 0.32% 61
2022
Q3 		$636K Buy
4,428
+416
+10% +$63.4K 0.29% 68
2022
Q2 		$582K Sell
4,012
-773
-16% -$128K 0.23% 84
2022
Q1 		$777K Buy
4,785
+327
+7% +$46.9K 0.25% 82
2021
Q4 		$523K Buy
4,458
+464
+12% +$52.7K 0.16% 110
2021
Q3 		$407K Buy
3,994
+323
+9% +$32.2K 0.14% 130
2021
Q2 		$385K Buy
3,671
+1,098
+43% +$116K 0.14% 128
2021
Q1 		$270K Buy
+2,573
New +$251K 0.11% 151

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

Perennial Investment Advisors's CVX Position: Q2 2026 in Review

Perennial Investment Advisors increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $64.2K and bringing the position to 16,742 shares worth $2.78M. The position accounts for 0.18% of the portfolio, ranked #111.

Perennial Investment Advisors first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.39M in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Perennial Investment Advisors held 16,742 shares of Chevron worth $2.78M as of Q2 2026.
  • Perennial Investment Advisors bought 345 Chevron shares in Q2 2026, an estimated $64.2K.
  • Chevron made up 0.18% of Perennial Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Perennial Investment Advisors first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • Perennial Investment Advisors's Chevron position peaked at $3.39M in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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