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Rise Advisors’s Chevron CVX Stock Holding History

Rise 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 		$272K Sell
1,639
-100
-6% -$18.6K 0.08% 86
2026
Q1 		$343K Buy
1,739
+173
+11% +$31.5K 0.12% 59
2025
Q4 		$239K Sell
1,566
-163
-9% -$24.8K 0.09% 85
2025
Q3 		$269K Sell
1,729
-193
-10% -$29.9K 0.1% 81
2025
Q2 		$275K Buy
1,922
+195
+11% +$27.5K 0.11% 73
2025
Q1 		$289K Buy
1,727
+150
+10% +$23.5K 0.13% 71
2024
Q4 		$228K Buy
1,577
+23
+1% +$3.52K 0.11% 79
2024
Q3 		$229K Sell
1,554
-170
-10% -$25.3K 0.11% 83
2024
Q2 		$270K Buy
1,724
+216
+14% +$34.4K 0.14% 73
2024
Q1 		$238K Buy
1,508
+892
+145% +$135K 0.13% 80
2023
Q4 		$91.8K Sell
616
-26
-4% -$3.93K 0.06% 110
2023
Q3 		$108K Buy
642
+6
+0.9% +$969 0.09% 86
2023
Q2 		$100K Sell
636
-7
-1% -$1.12K 0.08% 103
2023
Q1 		$105K Buy
643
+9
+1% +$1.51K 0.08% 98
2022
Q4 		$114K Sell
634
-5
-0.8% -$873 0.09% 93
2022
Q3 		$92K Buy
639
+313
+96% +$47.7K 0.08% 98
2022
Q2 		$47K Sell
326
-102
-24% -$16.9K 0.05% 143
2022
Q1 		$70K Sell
428
-28
-6% -$4.02K 0.06% 118
2021
Q4 		$53.5K Buy
+456
New +$51.8K 0.05% 140

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

Rise Advisors's CVX Position: Q2 2026 in Review

Rise Advisors reduced its Chevron (CVX) stake by 5.8% in Q2 2026, selling an estimated $18.6K and leaving 1,639 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #86.

Rise Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $343K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Rise Advisors held 1,639 shares of Chevron worth $272K as of Q2 2026.
  • Rise Advisors sold 100 Chevron shares in Q2 2026, an estimated $18.6K.
  • Chevron made up 0.08% of Rise Advisors's portfolio in Q2 2026, its #86 holding.
  • Rise Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Chevron position peaked at $343K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.