Sterling Investment Advisors (Missouri)’s Chevron CVX Stock Holding History

Sterling Investment Advisors (Missouri)’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	–	Sell	-1,410	Closed	-$292K	–	39
2026 Q1	$292K	Hold	1,410	–	–	0.14%	36
2025 Q4	$215K	Hold	1,410	–	–	0.1%	39
2025 Q3	$219K	Sell	1,410 -1,044	-43%	-$162K	0.11%	39
2025 Q2	$301K	Buy	2,454 +1,047	+74%	+$148K	0.16%	31
2025 Q1	$235K	Sell	1,407 -3	-0.2%	-$470	0.13%	31
2024 Q4	$204K	Buy	1,410 +10	+0.7%	+$1.53K	0.12%	34
2024 Q3	$206K	Hold	1,400	–	–	0.12%	33
2024 Q2	$219K	Hold	1,400	–	–	0.13%	32
2024 Q1	$221K	Hold	1,400	–	–	0.13%	32
2023 Q4	$209K	Hold	1,400	–	–	0.13%	32
2023 Q3	$236K	Hold	1,400	–	–	0.15%	27
2023 Q2	$220K	Hold	1,400	–	–	0.14%	28
2023 Q1	$228K	Hold	1,400	–	–	0.15%	25
2022 Q4	$251K	Hold	1,400	–	–	0.17%	24
2022 Q3	$201K	Hold	1,400	–	–	0.15%	24
2022 Q2	$203K	Hold	1,400	–	–	0.14%	24
2022 Q1	$228K	Buy	+1,400	New	+$201K	0.13%	27
2016 Q3	–	Sell	-1,940	Closed	-$203K	–	26
2016 Q2	$203K	Buy	+1,940	New	+$195K	0.21%	31

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

Sterling Investment Advisors (Missouri)'s CVX Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,410 shares — an estimated $292K sold.

Sterling Investment Advisors (Missouri) first reported a position in CVX in Q2 2016 and held it in 18 quarters. The position peaked at $301K in Q2 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sterling Investment Advisors (Missouri) reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Sterling Investment Advisors (Missouri) sold 1,410 Chevron shares in Q2 2026, an estimated $292K.
Sterling Investment Advisors (Missouri) first reported a position in Chevron in Q2 2016 and held it in 18 quarters.
Sterling Investment Advisors (Missouri)'s Chevron position peaked at $301K in Q2 2025.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.