Advanced Asset Management Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.74M Hold
46,715
2.04% 20
2026
Q1
$9.67M Hold
46,715
2.67% 14
2025
Q4
$7.12M Hold
46,715
1.94% 22
2025
Q3
$7.25M Hold
46,715
1.94% 22
2025
Q2
$6.69M Hold
46,715
1.81% 23
2025
Q1
$7.81M Hold
46,715
2.15% 20
2024
Q4
$6.77M Sell
46,715
-111
-0.2% -$17K 1.77% 20
2024
Q3
$7.32M Hold
46,826
1.96% 19
2024
Q2
$7.32M Hold
46,826
1.95% 19
2024
Q1
$7.39M Hold
46,826
1.83% 20
2023
Q4
$6.98M Buy
46,826
+2
+0% +$302 1.66% 22
2023
Q3
$7.9M Hold
46,824
1.89% 17
2023
Q2
$7.37M Sell
46,824
-63
-0.1% -$10.1K 1.71% 19
2023
Q1
$7.65M Buy
46,887
+1
+0% +$168 1.86% 16
2022
Q4
$8.42M Hold
46,886
2.11% 13
2022
Q3
$6.74M Buy
46,886
+62
+0.1% +$9.46K 1.84% 18
2022
Q2
$6.78M Hold
46,824
1.74% 21
2022
Q1
$7.62M Buy
46,824
+4
+0% +$574 1.67% 23
2021
Q4
$5.49M Hold
46,820
1.14% 31
2021
Q3
$4.75M Sell
46,820
-55
-0.1% -$5.49K 1.02% 33
2021
Q2
$4.91M Hold
46,875
1.04% 32
2021
Q1
$4.91M Hold
46,875
1.09% 32
2020
Q4
$3.96M Hold
46,875
0.92% 38
2020
Q3
$3.38M Hold
46,875
0.9% 42
2020
Q2
$4.18M Buy
46,875
+11,000
+31% +$985K 1.23% 29
2020
Q1
$2.6M Buy
35,875
+18,000
+101% +$1.78M 0.9% 37
2019
Q4
$2.15M Buy
17,875
+8,500
+91% +$1M 0.65% 50
2019
Q3
$1.11M Buy
9,375
+100
+1% +$12.1K 0.36% 66
2019
Q2
$1.15M Buy
+9,275
New +$1.12M 0.4% 63

Other funds holding CVX

Advanced Asset Management Advisors's CVX Position: Q2 2026 in Review

Advanced Asset Management Advisors held its Chevron (CVX) position steady in Q2 2026 at 46,715 shares worth $7.74M. The position accounts for 2.04% of the portfolio, ranked #20.

Advanced Asset Management Advisors first reported a position in CVX in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.67M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Advanced Asset Management Advisors held 46,715 shares of Chevron worth $7.74M as of Q2 2026.
  • Advanced Asset Management Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 2.04% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #20 holding.
  • Advanced Asset Management Advisors first reported a position in Chevron in Q2 2019 and has held it in 29 quarters since.
  • Advanced Asset Management Advisors's Chevron position peaked at $9.67M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.