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1620 Investment Advisors’s Chevron CVX Stock Holding History

1620 Investment 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 		$1.24M Sell
7,457
-455
-6% -$84.7K 0.77% 27
2026
Q1 		$1.64M Sell
7,912
-27
-0.3% -$4.92K 1.11% 17
2025
Q4 		$1.21M Buy
7,939
+63
+0.8% +$9.6K 0.81% 26
2025
Q3 		$1.22M Buy
7,876
+1
+0% +$155 0.83% 25
2025
Q2 		$1.13M Buy
7,875
+112
+1% +$15.8K 0.8% 27
2025
Q1 		$1.3M Sell
7,763
-39
-0.5% -$6.11K 0.99% 19
2024
Q4 		$1.13M Sell
7,802
-83
-1% -$12.7K 0.86% 23
2024
Q3 		$1.16M Sell
7,885
-638
-7% -$95K 0.84% 25
2024
Q2 		$1.33M Buy
8,523
+726
+9% +$116K 1.02% 19
2024
Q1 		$1.23M Buy
7,797
+224
+3% +$33.8K 1.24% 21
2023
Q4 		$1.13M Sell
7,573
-241
-3% -$36.4K 1.23% 21
2023
Q3 		$1.32M Sell
7,814
-62
-0.8% -$10K 1.49% 15
2023
Q2 		$1.24M Sell
7,876
-21
-0.3% -$3.37K 1.34% 18
2023
Q1 		$1.29M Buy
7,897
+89
+1% +$14.9K 1.55% 13
2022
Q4 		$1.4M Buy
7,808
+70
+0.9% +$12.2K 1.7% 10
2022
Q3 		$1.11M Buy
7,738
+61
+0.8% +$9.3K 1.64% 11
2022
Q2 		$1.11M Sell
7,677
-2,643
-26% -$437K 1.53% 11
2022
Q1 		$1.21M Hold
10,320
– – 1.32% 19
2021
Q4 		$1.21M Buy
+10,320
New +$1.17M 1.36% 19

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

1620 Investment Advisors's CVX Position: Q2 2026 in Review

1620 Investment Advisors reduced its Chevron (CVX) stake by 5.8% in Q2 2026, selling an estimated $84.7K and leaving 7,457 shares worth $1.24M. The position accounts for 0.77% of the portfolio, ranked #27.

1620 Investment Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • 1620 Investment Advisors held 7,457 shares of Chevron worth $1.24M as of Q2 2026.
  • 1620 Investment Advisors sold 455 Chevron shares in Q2 2026, an estimated $84.7K.
  • Chevron made up 0.77% of 1620 Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • 1620 Investment Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Chevron position peaked at $1.64M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.