Roehl & Yi Investment Advisors’s Chevron CVX Stock Holding History

Roehl & Yi Investment 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	$2.2M	Buy	13,256 +38	+0.3%	+$7.07K	0.72%	31
2026 Q1	$2.73M	Sell	13,218 -43	-0.3%	-$7.84K	1.03%	26
2025 Q4	$2.02M	Buy	13,261 +102	+0.8%	+$15.5K	0.8%	28
2025 Q3	$2.04M	Buy	13,159 +1,025	+8%	+$159K	0.89%	25
2025 Q2	$1.74M	Sell	12,134 -685	-5%	-$96.6K	0.89%	22
2025 Q1	$2.14M	Buy	12,819 +318	+3%	+$49.8K	1.16%	16
2024 Q4	$1.81M	Buy	+12,501	New	+$1.91M	1%	17

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

Roehl & Yi Investment Advisors's CVX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Chevron (CVX) stake by 0.29% in Q2 2026, buying an estimated $7.07K and bringing the position to 13,256 shares worth $2.2M. The position accounts for 0.72% of the portfolio, ranked #31.

Roehl & Yi Investment Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q1 2026. 4,116 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Roehl & Yi Investment Advisors held 13,256 shares of Chevron worth $2.2M as of Q2 2026.
Roehl & Yi Investment Advisors bought 38 Chevron shares in Q2 2026, an estimated $7.07K.
Chevron made up 0.72% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #31 holding.
Roehl & Yi Investment Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's Chevron position peaked at $2.73M in Q1 2026.
4,116 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.