Private Advisory Group’s Chevron CVX Stock Holding History

Private 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	$225K	Buy	1,358 +147	+12%	+$27.4K	0.01%	281
2026 Q1	$251K	Buy	+1,211	New	+$221K	0.02%	255
2024 Q4	–	Sell	-1,675	Closed	-$247K	–	217
2024 Q3	$247K	Buy	+1,675	New	+$249K	0.03%	180
2023 Q4	–	Sell	-1,547	Closed	-$261K	–	202
2023 Q3	$261K	Buy	+1,547	New	+$250K	0.05%	175
2020 Q1	–	Sell	-27,012	Closed	-$3.25M	–	98
2019 Q4	$3.25M	Sell	27,012 -952	-3%	-$112K	1.3%	34
2019 Q3	$3.32M	Buy	27,964 +5	+0%	+$607	1.46%	28
2019 Q2	$3.48M	Buy	27,959 +6,103	+28%	+$738K	1.6%	24
2019 Q1	$2.38M	Hold	21,856	–	–	1.33%	28
2018 Q4	$2.38M	Buy	21,856 +978	+5%	+$113K	1.33%	28
2018 Q3	$2.45M	Sell	20,878 -171	-0.8%	-$20.7K	1.25%	26
2018 Q2	$2.66M	Buy	21,049 +2,487	+13%	+$309K	1.33%	24
2018 Q1	$2.12M	Buy	18,562 +5,643	+44%	+$675K	1.31%	31
2017 Q4	$1.62M	Sell	12,919 -2,311	-15%	-$274K	0.87%	39
2017 Q3	$1.79M	Buy	15,230 +4,020	+36%	+$439K	1.06%	36
2017 Q2	$1.17M	Sell	11,210 -974	-8%	-$103K	0.7%	42
2017 Q1	$1.31M	Sell	12,184 -2,419	-17%	-$271K	0.88%	33
2016 Q4	$1.72M	Buy	+14,603	New	+$1.59M	1.19%	26

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

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

Private Advisory Group increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $27.4K and bringing the position to 1,358 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #281.

Private Advisory Group first reported a position in CVX in Q4 2016 and has held it in 17 quarters since. The position peaked at $3.48M in Q2 2019. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Private Advisory Group held 1,358 shares of Chevron worth $225K as of Q2 2026.
Private Advisory Group bought 147 Chevron shares in Q2 2026, an estimated $27.4K.
Chevron made up 0.01% of Private Advisory Group's portfolio in Q2 2026, its #281 holding.
Private Advisory Group first reported a position in Chevron in Q4 2016 and has held it in 17 quarters since.
Private Advisory Group's Chevron position peaked at $3.48M in Q2 2019.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.