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Tobias Financial Advisors’s Chevron CVX Stock Holding History

Tobias Financial 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 		$244K Sell
1,472
-195
-12% -$36.3K 0.03% 132
2026
Q1 		$345K Sell
1,667
-318
-16% -$58K 0.05% 101
2025
Q4 		$303K Buy
1,985
+88
+5% +$13.4K 0.04% 109
2025
Q3 		$295K Buy
+1,897
New +$294K 0.04% 100
2020
Q1 		– Sell
-462
Closed -$55K – 102
2019
Q4 		$55K Buy
+462
New +$54.4K 0.04% 92

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Tobias Financial Advisors's CVX Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $36.3K and leaving 1,472 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #132.

Tobias Financial Advisors first reported a position in CVX in Q4 2019 and has held it in 5 quarters since. The position peaked at $345K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tobias Financial Advisors held 1,472 shares of Chevron worth $244K as of Q2 2026.
  • Tobias Financial Advisors sold 195 Chevron shares in Q2 2026, an estimated $36.3K.
  • Chevron made up 0.03% of Tobias Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • Tobias Financial Advisors first reported a position in Chevron in Q4 2019 and has held it in 5 quarters since.
  • Tobias Financial Advisors's Chevron position peaked at $345K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.