Strategic Advisors’s Chevron CVX Stock Holding History

Strategic 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	$3.44M	Sell	20,734 -561	-3%	-$104K	0.75%	26
2026 Q1	$4.41M	Sell	21,295 -346	-2%	-$63.1K	0.73%	37
2025 Q4	$3.3M	Sell	21,641 -362	-2%	-$55.1K	0.52%	46
2025 Q3	$3.42M	Buy	22,003 +236	+1%	+$36.5K	0.55%	40
2025 Q2	$3.12M	Sell	21,767 -916	-4%	-$129K	0.61%	34
2025 Q1	$3.79M	Sell	22,683 -506	-2%	-$79.2K	0.73%	28
2024 Q4	$3.36M	Sell	23,189 -67	-0.3%	-$10.3K	0.61%	32
2024 Q3	$3.42M	Buy	23,256 +182	+0.8%	+$27.1K	0.64%	39
2024 Q2	$3.61M	Sell	23,074 -392	-2%	-$62.5K	0.7%	31
2024 Q1	$3.7M	Buy	23,466 +2,832	+14%	+$427K	0.73%	31
2023 Q4	$3.08M	Sell	20,634 -15,577	-43%	-$2.36M	0.58%	38
2023 Q3	$6.11M	Buy	36,211 +639	+2%	+$103K	1.2%	21
2023 Q2	$5.6M	Buy	35,572 +1,884	+6%	+$302K	1.07%	24
2023 Q1	$5.5M	Buy	33,688 +1,607	+5%	+$269K	1.11%	24
2022 Q4	$5.76M	Buy	32,081 +3,780	+13%	+$660K	1.28%	23
2022 Q3	$4.07M	Buy	28,301 +156	+0.6%	+$23.8K	0.9%	30
2022 Q2	$4.07M	Sell	28,145 -48,440	-63%	-$8.01M	0.85%	33
2022 Q1	$12.5M	Buy	76,585 +14,531	+23%	+$2.08M	2.17%	11
2021 Q4	$7.28M	Buy	62,054 +38,275	+161%	+$4.35M	1.04%	22
2021 Q3	$2.41M	Buy	23,779 +13,509	+132%	+$1.35M	0.52%	43
2021 Q2	$1.07M	Sell	10,270 -418	-4%	-$44.1K	0.28%	78
2021 Q1	$1.12M	Buy	10,688 +2,903	+37%	+$283K	0.32%	71
2020 Q4	$702K	Sell	7,785 -1,373	-15%	-$111K	0.2%	88
2020 Q3	$665K	Sell	9,158 -3,513	-28%	-$295K	0.22%	87
2020 Q2	$1.15M	Buy	12,671 +3,390	+37%	+$304K	0.43%	51
2020 Q1	$798K	Buy	+9,281	New	+$917K	0.35%	63
2016 Q3	–	Sell	-8,243	Closed	-$864K	–	128
2016 Q2	$864K	Sell	8,243 -13	-0.2%	-$1.31K	0.5%	69
2016 Q1	$788K	Sell	8,256 -42	-0.5%	-$3.67K	0.45%	70
2015 Q4	$747K	Buy	8,298 +414	+5%	+$37.3K	0.49%	68
2015 Q3	$622K	Sell	7,884 -1,233	-14%	-$104K	0.43%	76
2015 Q2	$880K	Sell	9,117 -5,530	-38%	-$581K	0.56%	62
2015 Q1	$1.91M	Buy	14,647 +3,038	+26%	+$324K	1.23%	25
2014 Q4	$1.3M	Sell	11,609 -2,850	-20%	-$324K	0.85%	34
2014 Q3	$1.73M	Sell	14,459 -188	-1%	-$24K	1.13%	27
2014 Q2	$1.91M	Buy	14,647 +576	+4%	+$71.7K	1.22%	25
2014 Q1	$1.67M	Buy	14,071 +307	+2%	+$35.7K	1.12%	29
2013 Q4	$1.72M	Buy	13,764 +1,572	+13%	+$190K	1.17%	29
2013 Q3	$1.48M	Buy	12,192 +2,100	+21%	+$258K	1.22%	27
2013 Q2	$1.2M	Buy	+10,092	New	+$1.22M	1.07%	29

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

Strategic Advisors's CVX Position: Q2 2026 in Review

Strategic Advisors reduced its Chevron (CVX) stake by 2.6% in Q2 2026, selling an estimated $104K and leaving 20,734 shares worth $3.44M. The position accounts for 0.75% of the portfolio, ranked #26.

Strategic Advisors first reported a position in CVX in Q2 2013 and has held it in 39 quarters since. The position peaked at $12.5M in Q1 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Strategic Advisors held 20,734 shares of Chevron worth $3.44M as of Q2 2026.
Strategic Advisors sold 561 Chevron shares in Q2 2026, an estimated $104K.
Chevron made up 0.75% of Strategic Advisors's portfolio in Q2 2026, its #26 holding.
Strategic Advisors first reported a position in Chevron in Q2 2013 and has held it in 39 quarters since.
Strategic Advisors's Chevron position peaked at $12.5M in Q1 2022.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.