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True Link Financial Advisors’s Chevron CVX Stock Holding History

True Link 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 		– Sell
-569
Closed -$118K – 166
2026
Q1 		$118K Buy
+569
New +$104K 0.01% 136
2025
Q1 		– Sell
-2,610
Closed -$378K – 98
2024
Q4 		$378K Buy
2,610
+423
+19% +$64.7K 0.03% 46
2024
Q3 		$322K Sell
2,187
-173
-7% -$25.8K 0.03% 51
2024
Q2 		$369K Buy
2,360
+552
+31% +$88K 0.03% 46
2024
Q1 		$285K Sell
1,808
-171
-9% -$25.8K 0.03% 56
2023
Q4 		$295K Buy
1,979
+7
+0.4% +$1.06K 0.03% 52
2023
Q3 		$332K Buy
1,972
+207
+12% +$33.4K 0.04% 90
2023
Q2 		$278K Sell
1,765
-191
-10% -$30.6K 0.03% 103
2023
Q1 		$319K Hold
1,956
– – 0.04% 100
2022
Q4 		$351K Sell
1,956
-160
-8% -$27.9K 0.05% 88
2022
Q3 		$304K Buy
2,116
+617
+41% +$94.1K 0.04% 109
2022
Q2 		$217K Buy
1,499
+41
+3% +$6.78K 0.03% 117
2022
Q1 		$237K Hold
1,458
– – 0.03% 120
2021
Q4 		$171K Buy
1,458
+1,428
+4,760% +$162K 0.02% 271
2021
Q3 		$3K Hold
30
– – ﹤0.01% 707
2021
Q2 		$3K Hold
30
– – ﹤0.01% 642
2021
Q1 		$3K Sell
30
-531
-95% -$51.9K ﹤0.01% 662
2020
Q4 		$47K Buy
+561
New +$45.4K 0.01% 551

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

True Link Financial Advisors's CVX Position: Q2 2026 in Review

True Link Financial Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 569 shares — an estimated $118K sold.

True Link Financial Advisors first reported a position in CVX in Q4 2020 and held it in 18 quarters. The position peaked at $378K in Q4 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • True Link Financial Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 569 Chevron shares in Q2 2026, an estimated $118K.
  • True Link Financial Advisors first reported a position in Chevron in Q4 2020 and held it in 18 quarters.
  • True Link Financial Advisors's Chevron position peaked at $378K in Q4 2024.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.