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

Sterling Investment Advisors (Pennsylvania)’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 		$4.63M Sell
27,922
-2,953
-10% -$550K 0.77% 39
2026
Q1 		$6.39M Sell
30,875
-684
-2% -$125K 1.16% 24
2025
Q4 		$4.81M Buy
31,559
+842
+3% +$128K 0.89% 33
2025
Q3 		$4.77M Buy
30,717
+152
+0.5% +$23.5K 0.93% 30
2025
Q2 		$4.38M Buy
30,565
+3,956
+15% +$558K 0.96% 31
2025
Q1 		$4.45M Buy
26,609
+423
+2% +$66.2K 1.07% 27
2024
Q4 		$3.79M Buy
26,186
+1,875
+8% +$287K 0.92% 31
2024
Q3 		$3.58M Buy
24,311
+2,519
+12% +$375K 0.91% 33
2024
Q2 		$3.41M Sell
21,792
-198
-0.9% -$31.6K 0.92% 34
2024
Q1 		$3.47M Buy
21,990
+1,652
+8% +$249K 0.98% 32
2023
Q4 		$3.03M Buy
20,338
+2,556
+14% +$387K 0.94% 34
2023
Q3 		$3M Buy
17,782
+3,252
+22% +$525K 1.05% 28
2023
Q2 		$2.29M Buy
14,530
+66
+0.5% +$10.6K 0.76% 46
2023
Q1 		$2.36M Sell
14,464
-283
-2% -$47.4K 0.8% 44
2022
Q4 		$2.65M Sell
14,747
-2,524
-15% -$440K 0.95% 37
2022
Q3 		$2.48M Buy
17,271
+2,301
+15% +$351K 0.93% 33
2022
Q2 		$2.17M Buy
14,970
+266
+2% +$44K 0.75% 47
2022
Q1 		$2.39M Buy
14,704
+3,422
+30% +$491K 0.68% 53
2021
Q4 		$1.32M Buy
11,282
+1
+0% +$114 0.37% 72
2021
Q3 		$1.14M Sell
11,281
-498
-4% -$49.7K 0.34% 79
2021
Q2 		$1.23M Sell
11,779
-50
-0.4% -$5.28K 0.36% 79
2021
Q1 		$1.24M Buy
11,829
+632
+6% +$61.7K 0.4% 72
2020
Q4 		$946K Buy
11,197
+503
+5% +$40.7K 0.32% 77
2020
Q3 		$770K Buy
10,694
+3
+0% +$252 0.3% 80
2020
Q2 		$953K Buy
10,691
+402
+4% +$36K 0.4% 70
2020
Q1 		$745K Buy
10,289
+7,657
+291% +$757K 0.39% 69
2019
Q4 		$317K Buy
2,632
+1
+0% +$118 0.15% 94
2019
Q3 		$312K Buy
2,631
+252
+11% +$30.6K 0.16% 83
2019
Q2 		$296K Sell
2,379
-1,018
-30% -$123K 0.15% 92
2019
Q1 		$418K Buy
3,397
+2
+0.1% +$237 0.21% 86
2018
Q4 		$369K Buy
3,395
+251
+8% +$29.1K 0.22% 84
2018
Q3 		$384K Buy
3,144
+644
+26% +$78.1K 0.2% 86
2018
Q2 		$316K Buy
2,500
+500
+25% +$62.1K 0.19% 90
2018
Q1 		$228K Hold
2,000
– – 0.14% 102
2017
Q4 		$250K Hold
2,000
– – 0.16% 95
2017
Q3 		$235K Sell
2,000
-791
-28% -$86.3K 0.16% 96
2017
Q2 		$291K Buy
2,791
+41
+1% +$4.34K 0.19% 88
2017
Q1 		$295K Sell
2,750
-150
-5% -$16.8K 0.21% 82
2016
Q4 		$341K Buy
+2,900
New +$316K 0.27% 71

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) reduced its Chevron (CVX) stake by 9.6% in Q2 2026, selling an estimated $550K and leaving 27,922 shares worth $4.63M. The position accounts for 0.77% of the portfolio, ranked #39.

Sterling Investment Advisors (Pennsylvania) first reported a position in CVX in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.39M in Q1 2026. 2,002 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 27,922 shares of Chevron worth $4.63M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 2,953 Chevron shares in Q2 2026, an estimated $550K.
  • Chevron made up 0.77% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #39 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Chevron in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Chevron position peaked at $6.39M in Q1 2026.
  • 2,002 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.