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Petra Financial Advisors’s Chevron CVX Stock Holding History

Petra Financial 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 		$238K Buy
+1,436
New +$267K 0.11% 156
2025
Q1 		– Sell
-1,537
Closed -$223K – 125
2024
Q4 		$223K Sell
1,537
-151
-9% -$23.1K 0.15% 130
2024
Q3 		$249K Buy
+1,688
New +$251K 0.16% 121
2023
Q4 		– Sell
-1,504
Closed -$254K – 117
2023
Q3 		$254K Buy
1,504
+225
+18% +$36.3K 0.21% 103
2023
Q2 		$201K Hold
1,279
– – 0.18% 102
2023
Q1 		$209K Hold
1,279
– – 0.21% 75
2022
Q4 		$230K Buy
+1,279
New +$223K 0.25% 85

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

Petra Financial Advisors's CVX Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Chevron (CVX) in Q2 2026: 1,436 shares worth $238K. The stake represents 0.11% of the portfolio and ranks #156 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in CVX as recently as Q4 2024.

Petra Financial Advisors first reported a position in CVX in Q4 2022 and has held it in 7 quarters since. The position peaked at $254K in Q3 2023. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Petra Financial Advisors held 1,436 shares of Chevron worth $238K as of Q2 2026.
  • Chevron was a new Petra Financial Advisors position in Q2 2026.
  • Chevron made up 0.11% of Petra Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • Petra Financial Advisors first reported a position in Chevron in Q4 2022 and has held it in 7 quarters since.
  • Petra Financial Advisors's Chevron position peaked at $254K in Q3 2023.
  • 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.