SIAG
CVX icon

Safeguard Investment Advisory Group’s Chevron CVX Stock Holding History

Safeguard Investment 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 		$1.01M Buy
6,106
+1,294
+27% +$241K 0.23% 44
2026
Q1 		$996K Sell
4,812
-161
-3% -$29.4K 0.28% 40
2025
Q4 		$758K Buy
4,973
+441
+10% +$67.2K 0.19% 51
2025
Q3 		$704K Sell
4,532
-1,344
-23% -$208K 0.17% 58
2025
Q2 		$841K Sell
5,876
-8
-0.1% -$1.13K 0.21% 54
2025
Q1 		$986K Buy
5,884
+399
+7% +$62.5K 0.27% 41
2024
Q4 		$794K Buy
5,485
+193
+4% +$29.5K 0.22% 46
2024
Q3 		$780K Buy
5,292
+548
+12% +$81.6K 0.22% 42
2024
Q2 		$742K Buy
4,744
+58
+1% +$9.25K 0.23% 42
2024
Q1 		$739K Sell
4,686
-19
-0.4% -$2.87K 0.25% 44
2023
Q4 		$702K Buy
4,705
+50
+1% +$7.56K 0.26% 42
2023
Q3 		$785K Sell
4,655
-3,112
-40% -$503K 0.34% 37
2023
Q2 		$1.22M Buy
7,767
+1,119
+17% +$179K 0.52% 30
2023
Q1 		$1.08M Buy
6,648
+134
+2% +$22.5K 0.52% 30
2022
Q4 		$1.17M Sell
6,514
-142
-2% -$24.8K 0.72% 31
2022
Q3 		$956K Buy
6,656
+3,213
+93% +$490K 0.65% 32
2022
Q2 		$560K Hold
3,443
– – 0.34% 48
2022
Q1 		$560K Buy
3,443
+120
+4% +$17.2K 0.38% 42
2021
Q4 		$389K Sell
3,323
-45
-1% -$5.11K 0.23% 60
2021
Q3 		$341K Buy
3,368
+169
+5% +$16.9K 0.22% 63
2021
Q2 		$335K Buy
3,199
+41
+1% +$4.33K 0.24% 65
2021
Q1 		$330K Buy
3,158
+53
+2% +$5.17K 0.29% 57
2020
Q4 		$262K Buy
+3,105
New +$251K 0.23% 66

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's CVX Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Chevron (CVX) stake by 27% in Q2 2026, buying an estimated $241K and bringing the position to 6,106 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #44.

Safeguard Investment Advisory Group first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q2 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Safeguard Investment Advisory Group held 6,106 shares of Chevron worth $1.01M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 1,294 Chevron shares in Q2 2026, an estimated $241K.
  • Chevron made up 0.23% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #44 holding.
  • Safeguard Investment Advisory Group first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Chevron position peaked at $1.22M in Q2 2023.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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