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SAM Advisors’s Chevron CVX Stock Holding History

SAM 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 		$1.01M Buy
6,111
+7
+0.1% +$1.3K 0.28% 28
2026
Q1 		$1.26M Buy
6,104
+7
+0.1% +$1.28K 0.4% 26
2025
Q4 		$929K Buy
6,097
+9
+0.1% +$1.37K 0.29% 27
2025
Q3 		$945K Buy
6,088
+8
+0.1% +$1.24K 0.3% 25
2025
Q2 		$871K Buy
6,080
+8
+0.1% +$1.13K 0.3% 25
2025
Q1 		$1.02M Buy
6,072
+8
+0.1% +$1.25K 0.38% 24
2024
Q4 		$878K Buy
6,064
+7
+0.1% +$1.07K 0.32% 24
2024
Q3 		$892K Buy
+6,057
New +$902K 0.33% 25
2023
Q4 		– Sell
-6,027
Closed -$1.02M – 35
2023
Q3 		$1.02M Buy
6,027
+131
+2% +$21.2K 0.44% 25
2023
Q2 		$928K Buy
5,896
+6
+0.1% +$962 0.39% 25
2023
Q1 		$961K Buy
5,890
+7
+0.1% +$1.17K 0.43% 24
2022
Q4 		$1.06M Buy
5,883
+5
+0.1% +$873 0.47% 24
2022
Q3 		$844K Buy
5,878
+6
+0.1% +$915 0.41% 26
2022
Q2 		$851K Sell
5,872
-52
-0.9% -$8.6K 0.43% 24
2022
Q1 		$965K Buy
+5,924
New +$850K 0.42% 24

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

SAM Advisors's CVX Position: Q2 2026 in Review

SAM Advisors increased its Chevron (CVX) stake by 0.11% in Q2 2026, buying an estimated $1.3K and bringing the position to 6,111 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #28.

SAM Advisors first reported a position in CVX in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.26M in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SAM Advisors held 6,111 shares of Chevron worth $1.01M as of Q2 2026.
  • SAM Advisors bought 7 Chevron shares in Q2 2026, an estimated $1.3K.
  • Chevron made up 0.28% of SAM Advisors's portfolio in Q2 2026, its #28 holding.
  • SAM Advisors first reported a position in Chevron in Q1 2022 and has held it in 15 quarters since.
  • SAM Advisors's Chevron position peaked at $1.26M in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SAM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.