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Sylvest Advisors’s Chevron CVX Stock Holding History

Sylvest 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 		$427K Sell
2,577
-149
-5% -$27.7K 0.19% 60
2026
Q1 		$564K Sell
2,726
-121
-4% -$22.1K 0.3% 46
2025
Q4 		$434K Buy
2,847
+12
+0.4% +$1.83K 0.23% 56
2025
Q3 		$440K Sell
2,835
-1,477
-34% -$229K 0.24% 63
2025
Q2 		$617K Sell
4,312
-148
-3% -$20.9K 0.36% 42
2025
Q1 		$746K Sell
4,460
-92
-2% -$14.4K 0.47% 31
2024
Q4 		$659K Buy
+4,552
New +$697K 0.41% 39

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

Sylvest Advisors's CVX Position: Q2 2026 in Review

Sylvest Advisors reduced its Chevron (CVX) stake by 5.5% in Q2 2026, selling an estimated $27.7K and leaving 2,577 shares worth $427K. The position accounts for 0.19% of the portfolio, ranked #60.

Sylvest Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $746K in Q1 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sylvest Advisors held 2,577 shares of Chevron worth $427K as of Q2 2026.
  • Sylvest Advisors sold 149 Chevron shares in Q2 2026, an estimated $27.7K.
  • Chevron made up 0.19% of Sylvest Advisors's portfolio in Q2 2026, its #60 holding.
  • Sylvest Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Sylvest Advisors's Chevron position peaked at $746K in Q1 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.