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Sage Mountain Advisors’s Chevron CVX Stock Holding History

Sage Mountain 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 		$420K Buy
2,536
+1,111
+78% +$207K 0.03% 155
2026
Q1 		$295K Sell
1,425
-13,587
-91% -$2.48M 0.02% 168
2025
Q4 		$2.29M Sell
15,012
-1,719
-10% -$262K 0.12% 85
2025
Q3 		$2.6M Buy
16,731
+5,071
+43% +$785K 0.15% 75
2025
Q2 		$1.67M Sell
11,660
-442
-4% -$62.3K 0.11% 86
2025
Q1 		$2.02M Buy
12,102
+219
+2% +$34.3K 0.15% 74
2024
Q4 		$1.72M Buy
11,883
+615
+5% +$94.1K 0.13% 79
2024
Q3 		$1.66M Sell
11,268
-79
-0.7% -$11.8K 0.14% 75
2024
Q2 		$1.77M Buy
11,347
+707
+7% +$113K 0.16% 66
2024
Q1 		$1.68M Buy
10,640
+1,892
+22% +$286K 0.17% 65
2023
Q4 		$1.3M Buy
8,748
+408
+5% +$61.7K 0.15% 69
2023
Q3 		$1.41M Buy
8,340
+1,948
+30% +$315K 0.19% 58
2023
Q2 		$1.01M Buy
6,392
+89
+1% +$14.3K 0.14% 70
2023
Q1 		$1.03M Buy
6,303
+2,481
+65% +$416K 0.17% 62
2022
Q4 		$686K Buy
3,822
+287
+8% +$50.1K 0.16% 55
2022
Q3 		$508K Sell
3,535
-2,511
-42% -$383K 0.14% 66
2022
Q2 		$875K Buy
6,046
+2,632
+77% +$435K 0.15% 111
2022
Q1 		$556K Sell
3,414
-4,226
-55% -$606K 0.09% 239
2021
Q4 		$897K Sell
7,640
-598
-7% -$67.9K 0.11% 166
2021
Q3 		$836K Buy
8,238
+533
+7% +$53.2K 0.12% 159
2021
Q2 		$807K Buy
7,705
+660
+9% +$69.7K 0.13% 157
2021
Q1 		$738K Buy
7,045
+2,874
+69% +$281K 0.16% 113
2020
Q4 		$352K Buy
+4,171
New +$338K 0.12% 119

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

Sage Mountain Advisors's CVX Position: Q2 2026 in Review

Sage Mountain Advisors increased its Chevron (CVX) stake by 78% in Q2 2026, buying an estimated $207K and bringing the position to 2,536 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #155.

Sage Mountain Advisors first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.6M in Q3 2025. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sage Mountain Advisors held 2,536 shares of Chevron worth $420K as of Q2 2026.
  • Sage Mountain Advisors bought 1,111 Chevron shares in Q2 2026, an estimated $207K.
  • Chevron made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #155 holding.
  • Sage Mountain Advisors first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Chevron position peaked at $2.6M in Q3 2025.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.