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Powell Investment Advisors’s Chevron CVX Stock Holding History

Powell 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 		– Sell
-3,731
Closed -$772K – 169
2026
Q1 		$772K Buy
+3,731
New +$680K 0.27% 57
2025
Q4 		– Sell
-9,423
Closed -$1.46M – 170
2025
Q3 		$1.46M Buy
9,423
+26
+0.3% +$4.03K 0.51% 29
2025
Q2 		$1.35M Buy
+9,397
New +$1.32M 0.5% 30
2023
Q4 		– Sell
-2,054
Closed -$346K – 148
2023
Q3 		$346K Hold
2,054
– – 0.21% 74
2023
Q2 		$323K Sell
2,054
-46
-2% -$7.38K 0.19% 79
2023
Q1 		$343K Buy
2,100
+12
+0.6% +$2.01K 0.19% 81
2022
Q4 		$375K Hold
2,088
– – 0.22% 75
2022
Q3 		$300K Buy
+2,088
New +$318K 0.2% 83

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

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

Powell Investment Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 3,731 shares — an estimated $772K sold.

Powell Investment Advisors first reported a position in CVX in Q3 2022 and held it in 8 quarters. The position peaked at $1.46M in Q3 2025. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Powell Investment Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Powell Investment Advisors sold 3,731 Chevron shares in Q2 2026, an estimated $772K.
  • Powell Investment Advisors first reported a position in Chevron in Q3 2022 and held it in 8 quarters.
  • Powell Investment Advisors's Chevron position peaked at $1.46M in Q3 2025.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.