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SageView Advisory Group’s Chevron CVX Stock Holding History

SageView 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 		$2.94M Sell
17,713
-706
-4% -$131K 0.1% 125
2026
Q1 		$3.81M Sell
18,419
-11,909
-39% -$2.17M 0.14% 88
2025
Q4 		$4.62M Sell
30,328
-6,576
-18% -$1M 0.16% 81
2025
Q3 		$5.73M Buy
36,904
+18,810
+104% +$2.91M 0.2% 67
2025
Q2 		$2.83M Buy
18,094
+2,770
+18% +$390K 0.11% 111
2025
Q1 		$2.56M Buy
15,324
+683
+5% +$107K 0.11% 103
2024
Q4 		$2.12M Buy
14,641
+2,031
+16% +$311K 0.09% 118
2024
Q3 		$1.86M Sell
12,610
-6,354
-34% -$946K 0.09% 121
2024
Q2 		$2.97M Buy
18,964
+3,605
+23% +$575K 0.14% 93
2024
Q1 		$2.42M Sell
15,359
-7,488
-33% -$1.13M 0.12% 100
2023
Q4 		$3.43M Buy
22,847
+10,924
+92% +$1.65M 0.15% 89
2023
Q3 		$2.01M Sell
11,923
-1,388
-10% -$224K 0.12% 110
2023
Q2 		$2.09M Buy
13,311
+1,044
+9% +$167K 0.12% 114
2023
Q1 		$2M Buy
12,267
+6,944
+130% +$1.16M 0.13% 116
2022
Q4 		$955K Buy
+5,323
New +$929K 0.08% 161

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

SageView Advisory Group's CVX Position: Q2 2026 in Review

SageView Advisory Group reduced its Chevron (CVX) stake by 3.8% in Q2 2026, selling an estimated $131K and leaving 17,713 shares worth $2.94M. The position accounts for 0.1% of the portfolio, ranked #125.

SageView Advisory Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.73M in Q3 2025. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SageView Advisory Group held 17,713 shares of Chevron worth $2.94M as of Q2 2026.
  • SageView Advisory Group sold 706 Chevron shares in Q2 2026, an estimated $131K.
  • Chevron made up 0.1% of SageView Advisory Group's portfolio in Q2 2026, its #125 holding.
  • SageView Advisory Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Chevron position peaked at $5.73M in Q3 2025.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.