Silver Lake Advisory’s Chevron CVX Stock Holding History

Silver Lake Advisory’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	$282K	Sell	1,700 -176	-9%	-$32.8K	0.1%	97
2026 Q1	$388K	Buy	1,876 +339	+22%	+$61.8K	0.15%	83
2025 Q4	$234K	Buy	1,537 +18	+1%	+$2.74K	0.09%	100
2025 Q3	$236K	Sell	1,519 -571	-27%	-$88.4K	0.09%	95
2025 Q2	$299K	Buy	2,090 +18	+0.9%	+$2.54K	0.13%	90
2025 Q1	$347K	Sell	2,072 -234	-10%	-$36.6K	0.15%	85
2024 Q4	$334K	Sell	2,306 -111	-5%	-$17K	0.15%	85
2024 Q3	$356K	Buy	2,417 +28	+1%	+$4.17K	0.15%	85
2024 Q2	$374K	Buy	2,389 +25	+1%	+$3.99K	0.17%	79
2024 Q1	$373K	Buy	+2,364	New	+$357K	0.17%	78
2023 Q3	–	Sell	-2,301	Closed	-$362K	–	64
2023 Q2	$362K	Buy	2,301 +20	+0.9%	+$3.21K	0.19%	76
2023 Q1	$372K	Buy	+2,281	New	+$382K	0.21%	73
2022 Q4	–	Sell	-2,246	Closed	-$323K	–	67
2022 Q3	$323K	Sell	2,246 -79	-3%	-$12K	0.19%	78
2022 Q2	$337K	Buy	2,325 +43	+2%	+$7.11K	0.18%	80
2022 Q1	$372K	Sell	2,282 -1,619	-42%	-$232K	0.18%	84
2021 Q4	$458K	Buy	3,901 +37	+1%	+$4.2K	0.21%	82
2021 Q3	$392K	Buy	3,864 +185	+5%	+$18.5K	0.19%	85
2021 Q2	$378K	Buy	3,679 +37	+1%	+$3.91K	0.18%	86
2021 Q1	$382K	Buy	3,642 +31	+0.9%	+$3.03K	0.19%	78
2020 Q4	$305K	Sell	3,611 -46	-1%	-$3.72K	0.17%	80
2020 Q3	$263K	Sell	3,657 -389	-10%	-$32.7K	0.16%	79
2020 Q2	$361K	Sell	4,046 -234	-5%	-$20.9K	0.23%	65
2020 Q1	$310K	Sell	4,280 -241	-5%	-$23.8K	0.23%	67
2019 Q4	$545K	Sell	4,521 -604	-12%	-$71.1K	0.33%	58
2019 Q3	$608K	Buy	5,125 +697	+16%	+$84.6K	0.39%	58
2019 Q2	$551K	Buy	4,428 +37	+0.8%	+$4.47K	0.36%	59
2019 Q1	$541K	Sell	4,391 -494	-10%	-$58.4K	0.36%	60
2018 Q4	$531K	Buy	4,885 +11	+0.2%	+$1.27K	0.39%	59
2018 Q3	$596K	Buy	4,874 +167	+4%	+$20.3K	0.36%	66
2018 Q2	$491K	Sell	4,707 -63	-1%	-$7.82K	0.39%	55
2018 Q1	$544K	Sell	4,770 -5	-0.1%	-$598	0.4%	58
2017 Q4	$598K	Buy	4,775 +23	+0.5%	+$2.73K	0.43%	58
2017 Q3	$558K	Buy	4,752 +45	+1%	+$4.91K	0.43%	57
2017 Q2	$491K	Buy	4,707 +68	+1%	+$7.2K	0.36%	58
2017 Q1	$498K	Buy	4,639 +45	+1%	+$5.05K	0.38%	61
2016 Q4	$541K	Buy	4,594 +42	+0.9%	+$4.57K	0.42%	59
2016 Q3	$468K	Buy	4,552 +21	+0.5%	+$2.14K	0.35%	63
2016 Q2	$475K	Buy	4,531 +47	+1%	+$4.73K	0.35%	62
2016 Q1	$428K	Sell	4,484 -356	-7%	-$31.1K	0.36%	56
2015 Q4	$435K	Buy	4,840 +54	+1%	+$4.87K	0.39%	57
2015 Q3	$377K	Buy	4,786 +62	+1%	+$5.22K	0.34%	61
2015 Q2	$456K	Buy	4,724 +677	+17%	+$71.1K	0.37%	62
2015 Q1	$425K	Buy	4,047 +41	+1%	+$4.38K	0.34%	62
2014 Q4	$449K	Buy	4,006 +40	+1%	+$4.54K	0.36%	58
2014 Q3	$473K	Buy	3,966 +234	+6%	+$29.9K	0.39%	59
2014 Q2	$495K	Buy	3,732 +364	+11%	+$45.3K	0.41%	57
2014 Q1	$400K	Buy	3,368 +29	+0.9%	+$3.37K	0.36%	58
2013 Q4	$417K	Buy	+3,339	New	+$404K	0.35%	61

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Silver Lake Advisory's CVX Position: Q2 2026 in Review

Silver Lake Advisory reduced its Chevron (CVX) stake by 9.4% in Q2 2026, selling an estimated $32.8K and leaving 1,700 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #97.

Silver Lake Advisory first reported a position in CVX in Q4 2013 and has held it in 48 quarters since. The position peaked at $608K in Q3 2019. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Silver Lake Advisory held 1,700 shares of Chevron worth $282K as of Q2 2026.
Silver Lake Advisory sold 176 Chevron shares in Q2 2026, an estimated $32.8K.
Chevron made up 0.1% of Silver Lake Advisory's portfolio in Q2 2026, its #97 holding.
Silver Lake Advisory first reported a position in Chevron in Q4 2013 and has held it in 48 quarters since.
Silver Lake Advisory's Chevron position peaked at $608K in Q3 2019.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.