Accel Wealth Management’s Chevron CVX Stock Holding History

Accel Wealth Management’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	$1.08M	Buy	6,545 +188	+3%	+$35K	0.24%	92
2026 Q1	$1.32M	Buy	6,357 +516	+9%	+$94.1K	0.34%	75
2025 Q4	$890K	Sell	5,841 -320	-5%	-$48.7K	0.24%	97
2025 Q3	$957K	Sell	6,161 -305	-5%	-$47.2K	0.28%	88
2025 Q2	$926K	Sell	6,466 -32	-0.5%	-$4.51K	0.31%	77
2025 Q1	$1.09M	Buy	6,498 +114	+2%	+$17.8K	0.39%	71
2024 Q4	$925K	Sell	6,384 -636	-9%	-$97.3K	0.35%	78
2024 Q3	$1.03M	Sell	7,020 -517	-7%	-$77K	0.38%	65
2024 Q2	$1.18M	Buy	7,537 +802	+12%	+$128K	0.47%	56
2024 Q1	$1.06M	Buy	6,735 +447	+7%	+$67.5K	0.45%	58
2023 Q4	$938K	Buy	6,288 +349	+6%	+$52.8K	0.47%	60
2023 Q3	$1M	Buy	5,939 +1,274	+27%	+$206K	0.56%	51
2023 Q2	$734K	Buy	4,665 +1,479	+46%	+$237K	0.4%	69
2023 Q1	$520K	Buy	3,186 +79	+3%	+$13.2K	0.21%	107
2022 Q4	$558K	Sell	3,107 -781	-20%	-$136K	0.27%	79
2022 Q3	$613K	Sell	3,888 -176	-4%	-$26.8K	0.33%	71
2022 Q2	$559K	Buy	4,064 +23	+0.6%	+$3.8K	0.32%	70
2022 Q1	$664K	Buy	4,041 +21	+0.5%	+$3.01K	0.34%	68
2021 Q4	$472K	Buy	4,020 +1,239	+45%	+$141K	0.23%	82
2021 Q3	$282K	Buy	2,781 +24	+0.9%	+$2.39K	0.18%	95
2021 Q2	$289K	Buy	2,757 +13	+0.5%	+$1.37K	0.19%	104
2021 Q1	$288K	Buy	2,744 +145	+6%	+$14.2K	0.23%	87
2020 Q4	$220K	Buy	+2,599	New	+$210K	0.2%	109

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accel Wealth Management's CVX Position: Q2 2026 in Review

Accel Wealth Management increased its Chevron (CVX) stake by 3% in Q2 2026, buying an estimated $35K and bringing the position to 6,545 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #92.

Accel Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q1 2026. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Accel Wealth Management held 6,545 shares of Chevron worth $1.08M as of Q2 2026.
Accel Wealth Management bought 188 Chevron shares in Q2 2026, an estimated $35K.
Chevron made up 0.24% of Accel Wealth Management's portfolio in Q2 2026, its #92 holding.
Accel Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
Accel Wealth Management's Chevron position peaked at $1.32M in Q1 2026.
1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.