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Savvy Advisors Inc’s Chevron CVX Stock Holding History

Savvy Advisors Inc’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 		$9.18M Buy
55,364
+4,593
+9% +$855K 0.19% 96
2026
Q1 		$10.5M Buy
50,771
+8,469
+20% +$1.54M 0.28% 66
2025
Q4 		$6.45M Buy
42,302
+11,497
+37% +$1.75M 0.21% 82
2025
Q3 		$4.78M Buy
30,805
+5,331
+21% +$826K 0.22% 79
2025
Q2 		$3.65M Buy
25,474
+6,473
+34% +$913K 0.24% 66
2025
Q1 		$3.18M Buy
19,001
+4,846
+34% +$759K 0.32% 59
2024
Q4 		$2.05M Buy
14,155
+8,398
+146% +$1.29M 0.25% 69
2024
Q3 		$848K Buy
5,757
+1,591
+38% +$237K 0.17% 122
2024
Q2 		$652K Buy
4,166
+1,363
+49% +$217K 0.21% 108
2024
Q1 		$442K Buy
2,803
+986
+54% +$149K 0.25% 105
2023
Q4 		$271K Buy
+1,817
New +$275K 0.26% 121

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

Savvy Advisors Inc's CVX Position: Q2 2026 in Review

Savvy Advisors Inc increased its Chevron (CVX) stake by 9% in Q2 2026, buying an estimated $855K and bringing the position to 55,364 shares worth $9.18M. The position accounts for 0.19% of the portfolio, ranked #96.

Savvy Advisors Inc first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Savvy Advisors Inc held 55,364 shares of Chevron worth $9.18M as of Q2 2026.
  • Savvy Advisors Inc bought 4,593 Chevron shares in Q2 2026, an estimated $855K.
  • Chevron made up 0.19% of Savvy Advisors Inc's portfolio in Q2 2026, its #96 holding.
  • Savvy Advisors Inc first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's Chevron position peaked at $10.5M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.