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Strategic Advocates’s Chevron CVX Stock Holding History

Strategic Advocates’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
-300
Closed -$62.1K – 266
2026
Q1 		$62.1K Sell
300
-1,079
-78% -$197K 0.27% 68
2025
Q4 		$210K Sell
1,379
-1,425
-51% -$217K 0.05% 110
2025
Q3 		$435K Buy
2,804
+15
+0.5% +$2.32K 0.11% 87
2025
Q2 		$399K Buy
2,789
+101
+4% +$14.2K 0.12% 84
2025
Q1 		$450K Buy
2,688
+302
+13% +$47.3K 0.16% 74
2024
Q4 		$346K Sell
2,386
-1,982
-45% -$303K 0.12% 80
2024
Q3 		$643K Buy
4,368
+850
+24% +$127K 0.23% 65
2024
Q2 		$550K Sell
3,518
-2,517
-42% -$401K 0.22% 61
2024
Q1 		$952K Sell
6,035
-505
-8% -$76.2K 0.37% 47
2023
Q4 		$976K Buy
6,540
+332
+5% +$50.2K 0.41% 47
2023
Q3 		$1.05M Buy
+6,208
New +$1M 0.49% 44

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

Strategic Advocates's CVX Position: Q2 2026 in Review

Strategic Advocates sold out of Chevron (CVX) in Q2 2026, closing a stake of 300 shares — an estimated $62.1K sold.

Strategic Advocates first reported a position in CVX in Q3 2023 and held it in 11 quarters. The position peaked at $1.05M in Q3 2023. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Strategic Advocates reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Strategic Advocates sold 300 Chevron shares in Q2 2026, an estimated $62.1K.
  • Strategic Advocates first reported a position in Chevron in Q3 2023 and held it in 11 quarters.
  • Strategic Advocates's Chevron position peaked at $1.05M in Q3 2023.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.