Powers Advisory Group’s Chevron CVX Stock Holding History

Powers Advisory Group’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	$913K	Sell	5,510 -374	-6%	-$69.6K	0.29%	54
2026 Q1	$1.22M	Buy	5,884 +4	+0.1%	+$729	0.43%	42
2025 Q4	$896K	Buy	5,880 +405	+7%	+$61.7K	0.34%	47
2025 Q3	$850K	Buy	5,475 +38	+0.7%	+$5.88K	0.34%	47
2025 Q2	$779K	Buy	5,437 +186	+4%	+$26.2K	0.34%	49
2025 Q1	$878K	Sell	5,251 -8	-0.2%	-$1.25K	0.42%	42
2024 Q4	$762K	Buy	5,259 +33	+0.6%	+$5.05K	0.38%	43
2024 Q3	$770K	Buy	5,226 +8	+0.2%	+$1.19K	0.38%	43
2024 Q2	$816K	Buy	5,218 +132	+3%	+$21K	0.45%	39
2024 Q1	$802K	Sell	5,086 -6	-0.1%	-$905	0.46%	41
2023 Q4	$759K	Sell	5,092 -60	-1%	-$9.07K	0.47%	40
2023 Q3	$869K	Buy	5,152 +50	+1%	+$8.08K	0.59%	35
2023 Q2	$803K	Buy	5,102 +125	+3%	+$20K	0.53%	38
2023 Q1	$812K	Buy	4,977 +28	+0.6%	+$4.69K	0.57%	37
2022 Q4	$888K	Buy	4,949 +25	+0.5%	+$4.36K	0.65%	36
2022 Q3	$707K	Buy	4,924 +13	+0.3%	+$1.98K	0.56%	39
2022 Q2	$711K	Sell	4,911 -106	-2%	-$17.5K	0.55%	41
2022 Q1	$817K	Buy	5,017 +25	+0.5%	+$3.58K	0.57%	42
2021 Q4	$586K	Buy	+4,992	New	+$567K	0.41%	54

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Powers Advisory Group's CVX Position: Q2 2026 in Review

Powers Advisory Group reduced its Chevron (CVX) stake by 6.4% in Q2 2026, selling an estimated $69.6K and leaving 5,510 shares worth $913K. The position accounts for 0.29% of the portfolio, ranked #54.

Powers Advisory Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Powers Advisory Group held 5,510 shares of Chevron worth $913K as of Q2 2026.
Powers Advisory Group sold 374 Chevron shares in Q2 2026, an estimated $69.6K.
Chevron made up 0.29% of Powers Advisory Group's portfolio in Q2 2026, its #54 holding.
Powers Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Powers Advisory Group's Chevron position peaked at $1.22M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.