Tanglewood Legacy Advisors’s Chevron CVX Stock Holding History

Tanglewood Legacy 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	$859K	Buy	5,181 +17	+0.3%	+$3.16K	0.28%	51
2026 Q1	$1.07M	Buy	5,164 +18	+0.3%	+$3.28K	0.39%	44
2025 Q4	$784K	Buy	5,146 +117	+2%	+$17.8K	0.29%	50
2025 Q3	$781K	Buy	5,029 +20	+0.4%	+$3.1K	0.3%	47
2025 Q2	$717K	Buy	5,009 +21	+0.4%	+$2.96K	0.29%	49
2025 Q1	$834K	Buy	4,988 +19	+0.4%	+$2.97K	0.37%	40
2024 Q4	$720K	Buy	4,969 +769	+18%	+$118K	0.31%	46
2024 Q3	$618K	Buy	4,200 +20	+0.5%	+$2.98K	0.27%	50
2024 Q2	$654K	Sell	4,180 -392	-9%	-$62.5K	0.31%	45
2024 Q1	$721K	Buy	4,572 +18	+0.4%	+$2.72K	0.36%	41
2023 Q4	$679K	Buy	4,554 +17	+0.4%	+$2.57K	0.37%	39
2023 Q3	$765K	Hold	4,537	–	–	0.46%	36
2023 Q2	$714K	Hold	4,537	–	–	0.41%	37
2023 Q1	$740K	Hold	4,537	–	–	0.47%	33
2022 Q4	$814K	Buy	+4,537	New	+$792K	0.58%	26

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

Tanglewood Legacy Advisors's CVX Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its Chevron (CVX) stake by 0.33% in Q2 2026, buying an estimated $3.16K and bringing the position to 5,181 shares worth $859K. The position accounts for 0.28% of the portfolio, ranked #51.

Tanglewood Legacy Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Tanglewood Legacy Advisors held 5,181 shares of Chevron worth $859K as of Q2 2026.
Tanglewood Legacy Advisors bought 17 Chevron shares in Q2 2026, an estimated $3.16K.
Chevron made up 0.28% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #51 holding.
Tanglewood Legacy Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Chevron position peaked at $1.07M in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.