Tortoise Capital Advisors’s Chevron CVX Stock Holding History

Tortoise Capital 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	$12.7M	Sell	76,874 -1,476	-2%	-$275K	0.13%	64
2026 Q1	$16.2M	Buy	+78,350	New	+$14.3M	0.17%	42
2024 Q4	–	Sell	-19,528	Closed	-$2.88M	–	57
2024 Q3	$2.88M	Hold	19,528	–	–	0.04%	67
2024 Q2	$3.05M	Hold	19,528	–	–	0.04%	64
2024 Q1	$3.08M	Hold	19,528	–	–	0.04%	65
2023 Q4	$2.91M	Sell	19,528 -5,084	-21%	-$769K	0.05%	66
2023 Q3	$4.15M	Buy	24,612 +4,598	+23%	+$743K	0.06%	59
2023 Q2	$3.15M	Hold	20,014	–	–	0.05%	70
2023 Q1	$3.27M	Hold	20,014	–	–	0.05%	69
2022 Q4	$3.59M	Sell	20,014 -83	-0.4%	-$14.5K	0.05%	68
2022 Q3	$2.89M	Hold	20,097	–	–	0.05%	74
2022 Q2	$2.91M	Sell	20,097 -2,079	-9%	-$344K	0.05%	73
2022 Q1	$3.61M	Sell	22,176 -6,023	-21%	-$864K	0.05%	74
2021 Q4	$3.31M	Sell	28,199 -1	-0%	-$114	0.05%	72
2021 Q3	$2.86M	Sell	28,200 -4,946	-15%	-$493K	0.05%	77
2021 Q2	$3.47M	Buy	33,146 +5,369	+19%	+$567K	0.05%	66
2021 Q1	$2.91M	Hold	27,777	–	–	0.05%	80
2020 Q4	$2.35M	Hold	27,777	–	–	0.05%	53
2020 Q3	$2M	Sell	27,777 -3,129	-10%	-$263K	0.04%	62
2020 Q2	$2.76M	Sell	30,906 -524	-2%	-$46.9K	0.04%	46
2020 Q1	$2.28M	Buy	31,430 +24,766	+372%	+$2.45M	0.04%	61
2019 Q4	$803K	Sell	6,664 -8,417	-56%	-$991K	0.01%	85
2019 Q3	$1.79M	Sell	15,081 -1,526	-9%	-$185K	0.01%	75
2019 Q2	$2.07M	Buy	16,607 +847	+5%	+$102K	0.01%	78
2019 Q1	$1.94M	Buy	15,760 +15,742	+87,456%	+$1.86M	0.01%	70
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	115
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	129
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	133
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	128
2017 Q4	$2K	Hold	18	–	–	﹤0.01%	128
2017 Q3	$2K	Hold	18	–	–	﹤0.01%	126
2017 Q2	$2K	Hold	18	–	–	﹤0.01%	129
2017 Q1	$2K	Hold	18	–	–	﹤0.01%	127
2016 Q4	$2K	Hold	18	–	–	﹤0.01%	132
2016 Q3	$2K	Hold	18	–	–	﹤0.01%	127
2016 Q2	$2K	Hold	18	–	–	﹤0.01%	122
2016 Q1	$2K	Hold	18	–	–	﹤0.01%	120
2015 Q4	$2K	Hold	18	–	–	﹤0.01%	113
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	136
2015 Q2	$2K	Hold	18	–	–	﹤0.01%	120
2015 Q1	$2K	Hold	18	–	–	﹤0.01%	112
2014 Q4	$2K	Sell	18 -70,400	-100%	-$8M	﹤0.01%	113
2014 Q3	$8.4M	Sell	70,418 -2	-0%	-$255	0.05%	72
2014 Q2	$9.19M	Hold	70,420	–	–	0.05%	75
2014 Q1	$8.37M	Hold	70,420	–	–	0.06%	73
2013 Q4	$8.8M	Hold	70,420	–	–	0.06%	71
2013 Q3	$8.56M	Sell	70,420 -12,103	-15%	-$1.49M	0.07%	76
2013 Q2	$9.77M	Buy	+82,523	New	+$9.97M	0.08%	66

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

Tortoise Capital Advisors's CVX Position: Q2 2026 in Review

Tortoise Capital Advisors reduced its Chevron (CVX) stake by 1.9% in Q2 2026, selling an estimated $275K and leaving 76,874 shares worth $12.7M. The position accounts for 0.13% of the portfolio, ranked #64.

Tortoise Capital Advisors first reported a position in CVX in Q2 2013 and has held it in 48 quarters since. The position peaked at $16.2M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Tortoise Capital Advisors held 76,874 shares of Chevron worth $12.7M as of Q2 2026.
Tortoise Capital Advisors sold 1,476 Chevron shares in Q2 2026, an estimated $275K.
Chevron made up 0.13% of Tortoise Capital Advisors's portfolio in Q2 2026, its #64 holding.
Tortoise Capital Advisors first reported a position in Chevron in Q2 2013 and has held it in 48 quarters since.
Tortoise Capital Advisors's Chevron position peaked at $16.2M in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.