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SGL Investment Advisors’s Chevron CVX Stock Holding History

SGL Investment 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 		$7M Buy
35,909
+46
+0.1% +$8.56K 2.41% 10
2026
Q1 		$6.63M Sell
35,863
-312
-0.9% -$56.9K 2.49% 7
2025
Q4 		$6.48M Buy
36,175
+1,268
+4% +$193K 2.59% 10
2025
Q3 		$5.38M Buy
34,907
+356
+1% +$55.1K 2.24% 13
2025
Q2 		$5.29M Buy
34,551
+412
+1% +$58.1K 2.52% 10
2025
Q1 		$4.68M Buy
34,139
+418
+1% +$65.4K 2.42% 13
2024
Q4 		$5.22M Buy
33,721
+492
+1% +$75.3K 2.63% 11
2024
Q3 		$5.38M Buy
+33,229
New +$4.95M 2.76% 8

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

SGL Investment Advisors's CVX Position: Q2 2026 in Review

SGL Investment Advisors increased its Chevron (CVX) stake by 0.13% in Q2 2026, buying an estimated $8.56K and bringing the position to 35,909 shares worth $7M. The position accounts for 2.41% of the portfolio, ranked #10.

SGL Investment Advisors first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SGL Investment Advisors held 35,909 shares of Chevron worth $7M as of Q2 2026.
  • SGL Investment Advisors bought 46 Chevron shares in Q2 2026, an estimated $8.56K.
  • Chevron made up 2.41% of SGL Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • SGL Investment Advisors first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.