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ROI Financial Advisors’s Chevron CVX Stock Holding History

ROI Financial 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 		$728K Buy
4,394
+840
+24% +$156K 0.38% 43
2026
Q1 		$735K Sell
3,554
-66
-2% -$12K 0.44% 42
2025
Q4 		$552K Sell
3,620
-95
-3% -$14.5K 0.32% 44
2025
Q3 		$577K Buy
3,715
+1,307
+54% +$202K 0.34% 43
2025
Q2 		$345K Buy
2,408
+149
+7% +$21K 0.22% 51
2025
Q1 		$378K Sell
2,259
-395
-15% -$61.8K 0.27% 48
2024
Q4 		$384K Sell
2,654
-486
-15% -$74.4K 0.26% 46
2024
Q3 		$462K Sell
3,140
-192
-6% -$28.6K 0.32% 43
2024
Q2 		$521K Sell
3,332
-61
-2% -$9.73K 0.38% 39
2024
Q1 		$535K Sell
3,393
-598
-15% -$90.2K 0.42% 40
2023
Q4 		$595K Buy
+3,991
New +$604K 0.49% 42

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

ROI Financial Advisors's CVX Position: Q2 2026 in Review

ROI Financial Advisors increased its Chevron (CVX) stake by 24% in Q2 2026, buying an estimated $156K and bringing the position to 4,394 shares worth $728K. The position accounts for 0.38% of the portfolio, ranked #43.

ROI Financial Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $735K in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ROI Financial Advisors held 4,394 shares of Chevron worth $728K as of Q2 2026.
  • ROI Financial Advisors bought 840 Chevron shares in Q2 2026, an estimated $156K.
  • Chevron made up 0.38% of ROI Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • ROI Financial Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • ROI Financial Advisors's Chevron position peaked at $735K in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.