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Advus Financial Partners, LLC’s Chevron CVX Stock Holding History

Advus Financial Partners, LLC’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 		$552K Buy
3,328
+32
+1% +$5.96K 0.13% 118
2026
Q1 		$682K Sell
3,296
-97
-3% -$17.7K 0.17% 99
2025
Q4 		$517K Sell
3,393
-847
-20% -$129K 0.13% 117
2025
Q3 		$658K Buy
4,240
+479
+13% +$74.2K 0.16% 100
2025
Q2 		$538K Sell
3,761
-1,370
-27% -$193K 0.14% 110
2025
Q1 		$858K Buy
5,131
+249
+5% +$39K 0.24% 66
2024
Q4 		$707K Buy
4,882
+631
+15% +$96.6K 0.2% 73
2024
Q3 		$626K Sell
4,251
-476
-10% -$70.8K 0.18% 85
2024
Q2 		$739K Sell
4,727
-46
-1% -$7.33K 0.23% 66
2024
Q1 		$753K Buy
4,773
+399
+9% +$60.2K 0.23% 61
2023
Q4 		$652K Sell
4,374
-752
-15% -$114K 0.22% 64
2023
Q3 		$864K Buy
5,126
+484
+10% +$78.2K 0.34% 49
2023
Q2 		$730K Sell
4,642
-255
-5% -$40.9K 0.28% 55
2023
Q1 		$799K Buy
4,897
+21
+0.4% +$3.52K 0.33% 50
2022
Q4 		$875K Sell
4,876
-116
-2% -$20.2K 0.38% 41
2022
Q3 		$717K Buy
4,992
+346
+7% +$52.8K 0.38% 44
2022
Q2 		$673K Buy
4,646
+1,625
+54% +$269K 0.35% 43
2022
Q1 		$492K Buy
+3,021
New +$433K 0.25% 61
2021
Q3 		$340K Buy
+2,897
New +$289K 0.19% 63

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

Advus Financial Partners, LLC's CVX Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Chevron (CVX) stake by 0.97% in Q2 2026, buying an estimated $5.96K and bringing the position to 3,328 shares worth $552K. The position accounts for 0.13% of the portfolio, ranked #118.

Advus Financial Partners, LLC first reported a position in CVX in Q3 2021 and has held it in 19 quarters since. The position peaked at $875K in Q4 2022. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Advus Financial Partners, LLC held 3,328 shares of Chevron worth $552K as of Q2 2026.
  • Advus Financial Partners, LLC bought 32 Chevron shares in Q2 2026, an estimated $5.96K.
  • Chevron made up 0.13% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #118 holding.
  • Advus Financial Partners, LLC first reported a position in Chevron in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Chevron position peaked at $875K in Q4 2022.
  • 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.