AA
CVX icon

ACT Advisors’s Chevron CVX Stock Holding History

ACT 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
-1,053
Closed -$218K – 86
2026
Q1 		$218K Buy
+1,053
New +$192K 0.09% 64
2025
Q4 		– Sell
-1,455
Closed -$226K – 69
2025
Q3 		$226K Buy
+1,455
New +$225K 0.09% 55
2023
Q2 		– Sell
-1,258
Closed -$205K – 29
2023
Q1 		$205K Sell
1,258
-116
-8% -$19.4K 0.13% 28
2022
Q4 		$247K Sell
1,374
-101
-7% -$17.6K 0.16% 29
2022
Q3 		$212K Buy
1,475
+85
+6% +$13K 0.15% 27
2022
Q2 		$201K Sell
1,390
-51
-4% -$8.43K 0.15% 25
2022
Q1 		$235K Buy
+1,441
New +$207K 0.15% 23

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

ACT Advisors's CVX Position: Q2 2026 in Review

ACT Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,053 shares — an estimated $218K sold.

ACT Advisors first reported a position in CVX in Q1 2022 and held it in 7 quarters. The position peaked at $247K in Q4 2022. 2,341 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ACT Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • ACT Advisors sold 1,053 Chevron shares in Q2 2026, an estimated $218K.
  • ACT Advisors first reported a position in Chevron in Q1 2022 and held it in 7 quarters.
  • ACT Advisors's Chevron position peaked at $247K in Q4 2022.
  • 2,341 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.