Chevron (CVX)Capital Investment Advisors, LLC added to its stake +6,513 shares

383K

Shares reported · +6,513 vs prior quarter

0.84%

Disclosed portfolio weight

$63.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 6, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 16, 2025CongressDisclosed sale of CVX — reported range $1,001 - $15,000
2. Mar 27, 2026CongressDisclosed sale of CVX — reported range $1,001 - $15,000
3. Apr 13, 2026Federal contract · $17.2M obligatedDepartment of Defense awarded Chevron: $17.2M obligated to date
4. Jun 15, 2026CongressDisclosed purchase of CVX — reported range $1,001 - $15,000
5. Jul 1, 2026Layoff notice · 5001 Executive Parkway, Suite 200 San Ramon CA 94583Layoff notice filed in CA: 180 employees
6. Jul 2, 2026CongressDisclosed purchase of CVX — reported range $1,001 - $15,000
7. Jul 31, 2026Company filing · Form 8-K · ResultsReported its results
8. Aug 3, 2026Insider · 1 personInsiders: 8 sales (~$157.4M)
9. Aug 5, 2026InsiderCEO sold ~$1.04M of CVX shares in the open market

What came next

1. Aug 11, 2026Insider · Their largest sale since 2023Officer sold ~$2.74M of CVX shares in the open market
2. Aug 14, 2026Insider · 1 personInsiders: 2 sales (~$63.6M)
3. Aug 17, 2026InsiderOfficer sold ~$3.38M of CVX shares in the open market
4. Aug 18, 2026InsiderOfficer sold ~$507K of CVX shares in the open market
5. Sep 2, 2026CongressDisclosed purchase of CVX — reported range $1,001 - $15,000
6. Sep 17, 2026Government · Federal Register proposed ruleRescission of the Greenhouse Gas Findings for Fossil Fuel-Fired Power Plants and Repeal of Regulations for Power Plant Greenhouse Gas Emissions Under Clean Air Act Section 111
7. Sep 30, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 30, 2026, the Board of Directors (the “Board”) of Chevron Corporation (”Chevron”) approved certain officer elections.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Chevron

For Chevron, OQRO holds 21 insider filings (SEC Form 4 or Form 144), 4 Congress trade reports and 107 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CVX page.

How this filing works

• SEC Form 13F

Other disclosures at Chevron

• House Clerk periodic transaction reportOct 7, 2026
• SEC Form 13F-HRAug 26, 2026
• SEC Form 4Aug 20, 2026
• SEC Form 4Aug 19, 2026
• SEC Form 144Aug 18, 2026
• SEC Form 4Aug 18, 2026

Everything OQRO holds on this company is on its CVX page.