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Acorn Wealth Advisors’s Chevron CVX Stock Holding History

Acorn Wealth 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 		$375K Buy
2,264
+240
+12% +$44.7K 0.09% 197
2026
Q1 		$419K Sell
2,024
-14
-0.7% -$2.55K 0.12% 158
2025
Q4 		$311K Buy
2,038
+191
+10% +$29.1K 0.09% 198
2025
Q3 		$287K Buy
1,847
+122
+7% +$18.9K 0.09% 213
2025
Q2 		$247K Sell
1,725
-264
-13% -$37.2K 0.09% 211
2025
Q1 		$333K Sell
1,989
-103
-5% -$16.1K 0.14% 148
2024
Q4 		$303K Buy
2,092
+69
+3% +$10.6K 0.13% 165
2024
Q3 		$298K Buy
2,023
+39
+2% +$5.8K 0.13% 170
2024
Q2 		$310K Buy
1,984
+124
+7% +$19.8K 0.15% 143
2024
Q1 		$293K Buy
1,860
+6
+0.3% +$905 0.15% 141
2023
Q4 		$277K Sell
1,854
-93
-5% -$14.1K 0.16% 140
2023
Q3 		$328K Sell
1,947
-16
-0.8% -$2.58K 0.22% 105
2023
Q2 		$309K Buy
1,963
+203
+12% +$32.5K 0.21% 114
2023
Q1 		$287K Sell
1,760
-4
-0.2% -$671 0.21% 117
2022
Q4 		$317K Buy
1,764
+40
+2% +$6.98K 0.24% 97
2022
Q3 		$248K Sell
1,724
-85
-5% -$13K 0.2% 124
2022
Q2 		$262K Sell
1,809
-11
-0.6% -$1.82K 0.21% 127
2022
Q1 		$296K Buy
1,820
+94
+5% +$13.5K 0.2% 124
2021
Q4 		$203K Buy
+1,726
New +$196K 0.13% 175
2018
Q3 		– Sell
-835
Closed -$104K – 176
2018
Q2 		$104K Buy
835
+4
+0.5% +$497 0.09% 178
2018
Q1 		$105K Buy
831
+5
+0.6% +$598 0.09% 170
2017
Q4 		$106K Buy
+826
New +$97.9K 0.1% 164

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Acorn Wealth Advisors's CVX Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,264 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #197.

Acorn Wealth Advisors first reported a position in CVX in Q4 2017 and has held it in 22 quarters since. The position peaked at $419K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Acorn Wealth Advisors held 2,264 shares of Chevron worth $375K as of Q2 2026.
  • Acorn Wealth Advisors bought 240 Chevron shares in Q2 2026, an estimated $44.7K.
  • Chevron made up 0.09% of Acorn Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Acorn Wealth Advisors first reported a position in Chevron in Q4 2017 and has held it in 22 quarters since.
  • Acorn Wealth Advisors's Chevron position peaked at $419K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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