Ackerman Capital Advisors’s Chevron CVX Stock Holding History

Ackerman Capital 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	$1.31M	Buy	7,880 +73	+0.9%	+$13.6K	0.26%	42
2026 Q1	$1.62M	Hold	7,807	–	–	0.33%	39
2025 Q4	$1.19M	Hold	7,807	–	–	0.24%	46
2025 Q3	$1.21M	Hold	7,807	–	–	0.25%	49
2025 Q2	$1.12M	Hold	7,807	–	–	0.26%	49
2025 Q1	$1.31M	Hold	7,807	–	–	0.34%	39
2024 Q4	$1.13M	Hold	7,807	–	–	0.3%	42
2024 Q3	$1.15M	Hold	7,807	–	–	0.3%	42
2024 Q2	$1.22M	Buy	7,807 +100	+1%	+$15.9K	0.32%	42
2024 Q1	$1.22M	Hold	7,707	–	–	0.34%	43
2023 Q4	$1.15M	Hold	7,707	–	–	0.32%	51
2023 Q3	$1.3M	Hold	7,707	–	–	0.36%	39
2023 Q2	$1.21M	Sell	7,707 -72	-0.9%	-$11.5K	0.31%	43
2023 Q1	$1.27M	Hold	7,779	–	–	0.33%	43
2022 Q4	$1.4M	Buy	7,779 +62	+0.8%	+$10.8K	0.38%	37
2022 Q3	$1.11M	Hold	7,717	–	–	0.32%	41
2022 Q2	$1.12M	Hold	7,717	–	–	0.3%	46
2022 Q1	$1.26M	Sell	7,717 -2,050	-21%	-$294K	0.3%	43
2021 Q4	$1.15M	Hold	9,767	–	–	0.26%	45
2021 Q3	$991K	Hold	9,767	–	–	0.23%	41
2021 Q2	$1.02M	Hold	9,767	–	–	0.24%	37
2021 Q1	$1.02M	Hold	9,767	–	–	0.25%	41
2020 Q4	$825K	Hold	9,767	–	–	0.21%	46
2020 Q3	$703K	Hold	9,767	–	–	0.2%	46
2020 Q2	$872K	Hold	9,767	–	–	0.26%	39
2020 Q1	$708K	Sell	9,767 -607	-6%	-$60K	0.28%	35
2019 Q4	$1.25M	Sell	10,374 -197	-2%	-$23.2K	0.37%	39
2019 Q3	$1.25M	Buy	10,571 +3	+0%	+$364	0.43%	34
2019 Q2	$1.31K	Sell	10,568 -97	-0.9%	-$11.7K	0.01%	74
2019 Q1	$1.31K	Buy	10,665 +2	+0%	+$237	0.01%	72
2018 Q4	$1.16K	Buy	+10,663	New	+$1.24M	0.09%	78
2018 Q1	$1.37M	Buy	10,972 +2	+0%	+$239	0.55%	31
2017 Q4	$1.29M	Buy	+10,970	New	+$1.3M	0.55%	27
2017 Q2	$1.13M	Buy	+10,815	New	+$1.15M	0.47%	32

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Ackerman Capital Advisors's CVX Position: Q2 2026 in Review

Ackerman Capital Advisors increased its Chevron (CVX) stake by 0.94% in Q2 2026, buying an estimated $13.6K and bringing the position to 7,880 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #42.

Ackerman Capital Advisors first reported a position in CVX in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.62M in Q1 2026. 2,640 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Ackerman Capital Advisors held 7,880 shares of Chevron worth $1.31M as of Q2 2026.
Ackerman Capital Advisors bought 73 Chevron shares in Q2 2026, an estimated $13.6K.
Chevron made up 0.26% of Ackerman Capital Advisors's portfolio in Q2 2026, its #42 holding.
Ackerman Capital Advisors first reported a position in Chevron in Q2 2017 and has held it in 34 quarters since.
Ackerman Capital Advisors's Chevron position peaked at $1.62M in Q1 2026.
2,640 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.