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Private Advisor Group’s Chevron CVX Stock Holding History

Private Advisor 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 		– Sell
-200
Closed -$98 – 2597
2026
Q1 		$98 Buy
+200
New +$36.5K ﹤0.01% 2702

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

Private Advisor Group's CVX Position: Q2 2026 in Review

Private Advisor Group reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $6.76M and leaving 237,172 shares worth $39.3M. The position accounts for 0.18% of the portfolio, ranked #123.

Private Advisor Group first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $57.2M in Q4 2024. 4,127 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Private Advisor Group held 237,172 shares of Chevron worth $39.3M as of Q2 2026.
  • Private Advisor Group sold 36,343 Chevron shares in Q2 2026, an estimated $6.76M.
  • Chevron made up 0.18% of Private Advisor Group's portfolio in Q2 2026, its #123 holding.
  • Private Advisor Group first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Chevron position peaked at $57.2M in Q4 2024.
  • 4,127 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.