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Sound Portfolio Advisors’s Chevron CVX Stock Holding History

Sound Portfolio 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 		$403K Hold
2,432
– – 0.29% 40
2026
Q1 		$503K Hold
2,432
– – 0.41% 23
2025
Q4 		$371K Buy
+2,432
New +$370K 0.31% 26

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

Sound Portfolio Advisors's CVX Position: Q2 2026 in Review

Sound Portfolio Advisors held its Chevron (CVX) position steady in Q2 2026 at 2,432 shares worth $403K. The position accounts for 0.29% of the portfolio, ranked #40.

Sound Portfolio Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $503K in Q1 2026. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sound Portfolio Advisors held 2,432 shares of Chevron worth $403K as of Q2 2026.
  • Sound Portfolio Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.29% of Sound Portfolio Advisors's portfolio in Q2 2026, its #40 holding.
  • Sound Portfolio Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Sound Portfolio Advisors's Chevron position peaked at $503K in Q1 2026.
  • 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sound Portfolio Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.