AFA
CVX icon

AA Financial Advisors’s Chevron CVX Stock Holding History

AA 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
-1,014
Closed -$210K – 233
2026
Q1 		$210K Buy
+1,014
New +$185K 0.03% 212
2025
Q2 		– Sell
-1,467
Closed -$245K – 191
2025
Q1 		$245K Buy
+1,467
New +$230K 0.06% 153
2024
Q4 		– Sell
-3,446
Closed -$507K – 170
2024
Q3 		$507K Sell
3,446
-130
-4% -$19.4K 0.15% 101
2024
Q2 		$559K Sell
3,576
-215
-6% -$34.3K 0.2% 90
2024
Q1 		$598K Buy
+3,791
New +$572K 0.24% 81

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

AA Financial Advisors's CVX Position: Q2 2026 in Review

AA Financial Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,014 shares — an estimated $210K sold.

AA Financial Advisors first reported a position in CVX in Q1 2024 and held it in 5 quarters. The position peaked at $598K in Q1 2024. 1,262 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • AA Financial Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • AA Financial Advisors sold 1,014 Chevron shares in Q2 2026, an estimated $210K.
  • AA Financial Advisors first reported a position in Chevron in Q1 2024 and held it in 5 quarters.
  • AA Financial Advisors's Chevron position peaked at $598K in Q1 2024.
  • 1,262 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.