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PSI Advisors’s Chevron CVX Stock Holding History

PSI 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 		$830K Sell
5,010
-1,493
-23% -$278K 0.19% 72
2026
Q1 		$1.35M Sell
6,503
-1,840
-22% -$336K 0.32% 44
2025
Q4 		$1.27M Sell
8,343
-409
-5% -$62.3K 0.32% 43
2025
Q3 		$1.36M Sell
8,752
-23
-0.3% -$3.56K 0.35% 39
2025
Q2 		$1.26M Sell
8,775
-610
-6% -$86K 0.62% 24
2025
Q1 		$1.57M Sell
9,385
-3,770
-29% -$590K 0.51% 31
2024
Q4 		$1.91M Buy
13,155
+209
+2% +$32K 0.57% 34
2024
Q3 		$1.91M Buy
12,946
+243
+2% +$36.2K 0.56% 37
2024
Q2 		$1.99M Buy
12,703
+751
+6% +$120K 0.63% 32
2024
Q1 		$1.89M Buy
11,952
+107
+0.9% +$16.1K 0.68% 33
2023
Q4 		$1.77M Buy
11,845
+795
+7% +$120K 0.66% 32
2023
Q3 		$1.86M Buy
11,050
+591
+6% +$95.5K 0.81% 26
2023
Q2 		$1.65M Buy
10,459
+1,918
+22% +$307K 0.72% 29
2023
Q1 		$1.39M Buy
8,541
+916
+12% +$154K 0.67% 30
2022
Q4 		$1.37M Buy
7,625
+733
+11% +$128K 0.73% 28
2022
Q3 		$990K Buy
6,892
+643
+10% +$98.1K 0.52% 39
2022
Q2 		$905K Buy
6,249
+1,569
+34% +$259K 0.44% 49
2022
Q1 		$762K Sell
4,680
-704
-13% -$101K 0.31% 69
2021
Q4 		$666K Sell
5,384
-278
-5% -$31.6K 0.27% 79
2021
Q3 		$574K Buy
5,662
+431
+8% +$43K 0.26% 71
2021
Q2 		$547K Buy
5,231
+1,623
+45% +$171K 0.29% 67
2021
Q1 		$378K Buy
3,608
+279
+8% +$27.2K 0.22% 83
2020
Q4 		$281K Buy
3,329
+178
+6% +$14.4K 0.19% 96
2020
Q3 		$226K Sell
3,151
-505
-14% -$42.5K 0.17% 107
2020
Q2 		$326K Buy
3,656
+649
+22% +$58.1K 0.26% 79
2020
Q1 		$217K Buy
3,007
+505
+20% +$49.9K 0.2% 93
2019
Q4 		$301K Buy
+2,502
New +$295K 0.19% 103

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PSI Advisors's CVX Position: Q2 2026 in Review

PSI Advisors reduced its Chevron (CVX) stake by 23% in Q2 2026, selling an estimated $278K and leaving 5,010 shares worth $830K. The position accounts for 0.19% of the portfolio, ranked #72.

PSI Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.99M in Q2 2024. 2,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • PSI Advisors held 5,010 shares of Chevron worth $830K as of Q2 2026.
  • PSI Advisors sold 1,493 Chevron shares in Q2 2026, an estimated $278K.
  • Chevron made up 0.19% of PSI Advisors's portfolio in Q2 2026, its #72 holding.
  • PSI Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • PSI Advisors's Chevron position peaked at $1.99M in Q2 2024.
  • 2,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.