SIA
CVX icon

Schear Investment Advisers’s Chevron CVX Stock Holding History

Schear Investment Advisers’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 		$1.61M Buy
9,701
+555
+6% +$103K 0.54% 50
2026
Q1 		$1.89M Buy
9,146
+101
+1% +$18.4K 0.83% 42
2025
Q4 		$1.38M Buy
9,045
+85
+0.9% +$12.9K 0.59% 49
2025
Q3 		$1.39M Hold
8,960
– – 0.62% 52
2025
Q2 		$1.28M Buy
8,960
+439
+5% +$61.9K 0.64% 54
2025
Q1 		$1.43M Buy
8,521
+1,968
+30% +$308K 0.82% 42
2024
Q4 		$949K Sell
6,553
-6,491
-50% -$994K 0.51% 57
2024
Q3 		$1.92M Buy
13,044
+92
+0.7% +$13.7K 1.19% 24
2024
Q2 		$2.03M Sell
12,952
-459
-3% -$73.2K 1.46% 18
2024
Q1 		$2.12M Buy
13,411
+432
+3% +$65.2K 1.7% 16
2023
Q4 		$1.94M Buy
12,979
+57
+0.4% +$8.62K 1.87% 14
2023
Q3 		$2.18M Sell
12,922
-374
-3% -$60.4K 2.35% 10
2023
Q2 		$2.09M Buy
13,296
+151
+1% +$24.2K 2.21% 11
2023
Q1 		$2.14M Sell
13,145
-88
-0.7% -$14.8K 2.57% 9
2022
Q4 		$2.38M Buy
+13,233
New +$2.31M 2.93% 6

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

Schear Investment Advisers's CVX Position: Q2 2026 in Review

Schear Investment Advisers increased its Chevron (CVX) stake by 6.1% in Q2 2026, buying an estimated $103K and bringing the position to 9,701 shares worth $1.61M. The position accounts for 0.54% of the portfolio, ranked #50.

Schear Investment Advisers first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.38M in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Schear Investment Advisers held 9,701 shares of Chevron worth $1.61M as of Q2 2026.
  • Schear Investment Advisers bought 555 Chevron shares in Q2 2026, an estimated $103K.
  • Chevron made up 0.54% of Schear Investment Advisers's portfolio in Q2 2026, its #50 holding.
  • Schear Investment Advisers first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Schear Investment Advisers's Chevron position peaked at $2.38M in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.