Advisornet Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-100
Closed -$15.5K 2272
2025
Q3
$15.5K Hold
100
﹤0.01% 1390
2025
Q2
$14.3K Hold
100
﹤0.01% 1378
2025
Q1
$16.7K Buy
+100
New +$15.7K ﹤0.01% 1262

Other funds holding CVX

Advisornet Financial's CVX Position: Q2 2026 in Review

Advisornet Financial increased its Chevron (CVX) stake by 6.3% in Q2 2026, buying an estimated $148K and bringing the position to 13,400 shares worth $2.22M. The position accounts for 0.1% of the portfolio, ranked #170.

Advisornet Financial first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.72M in Q1 2023. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Advisornet Financial held 13,400 shares of Chevron worth $2.22M as of Q2 2026.
  • Advisornet Financial bought 796 Chevron shares in Q2 2026, an estimated $148K.
  • Chevron made up 0.1% of Advisornet Financial's portfolio in Q2 2026, its #170 holding.
  • Advisornet Financial first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Chevron position peaked at $2.72M in Q1 2023.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.