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SS&H Financial Advisors’s Chevron CVX Stock Holding History

SS&H Financial 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 		$1.93M Buy
+11,662
New +$2.17M 0.49% 50
2025
Q4 		$1.54M Buy
10,112
+700
+7% +$107K 0.45% 56
2025
Q3 		$1.46M Buy
9,412
+100
+1% +$15.5K 0.44% 55
2025
Q2 		$1.33M Sell
9,312
-400
-4% -$56.4K 0.45% 52
2025
Q1 		$1.63M Buy
9,712
+4
+0% +$626 0.61% 46
2024
Q4 		$1.41M Buy
9,708
+258
+3% +$39.5K 0.51% 49
2024
Q3 		$1.39M Buy
9,450
+470
+5% +$70K 0.51% 50
2024
Q2 		$1.4M Hold
8,980
– – 0.55% 49
2024
Q1 		$1.42M Hold
8,980
– – 0.59% 46
2023
Q4 		$1.34M Sell
8,980
-926
-9% -$140K 0.57% 48
2023
Q3 		$1.67M Buy
+9,906
New +$1.6M 0.78% 37
2023
Q1 		$1.7M Sell
10,430
-200
-2% -$33.5K 0.78% 37
2022
Q4 		$1.91M Buy
10,630
+50
+0.5% +$8.72K 0.91% 33
2022
Q3 		$1.52M Sell
10,580
-25
-0.2% -$3.81K 0.79% 35
2022
Q2 		$1.53M Sell
10,605
-227
-2% -$37.5K 0.71% 39
2022
Q1 		$1.76M Buy
+10,832
New +$1.55M 0.69% 42

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

SS&H Financial Advisors's CVX Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Chevron (CVX) in Q2 2026: 11,662 shares worth $1.93M. The stake represents 0.49% of the portfolio and ranks #50 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in CVX as recently as Q4 2025.

SS&H Financial Advisors first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SS&H Financial Advisors held 11,662 shares of Chevron worth $1.93M as of Q2 2026.
  • Chevron was a new SS&H Financial Advisors position in Q2 2026.
  • Chevron made up 0.49% of SS&H Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • SS&H Financial Advisors first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.