Spurstone Advisory Services’s Chevron CVX Stock Holding History

Spurstone Advisory Services’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	$335K	Hold	2,020	–	–	4.57%	10
2026 Q1	$418K	Hold	2,020	–	–	7.15%	5
2025 Q4	$308K	Hold	2,020	–	–	4.84%	7
2025 Q3	$314K	Hold	2,020	–	–	4.5%	6
2025 Q2	$289K	Hold	2,020	–	–	4.38%	7
2025 Q1	$338K	Hold	2,020	–	–	6.58%	4
2024 Q4	$293K	Buy	+2,020	New	+$309K	5.57%	5

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Spurstone Advisory Services's CVX Position: Q2 2026 in Review

Spurstone Advisory Services held its Chevron (CVX) position steady in Q2 2026 at 2,020 shares worth $335K. The position accounts for 4.57% of the portfolio, ranked #10.

Spurstone Advisory Services first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $418K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Spurstone Advisory Services held 2,020 shares of Chevron worth $335K as of Q2 2026.
Spurstone Advisory Services left its Chevron share count unchanged in Q2 2026.
Chevron made up 4.57% of Spurstone Advisory Services's portfolio in Q2 2026, its #10 holding.
Spurstone Advisory Services first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Spurstone Advisory Services's Chevron position peaked at $418K in Q1 2026.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.