Advisory Resource Group’s Chevron CVX Stock Holding History

Advisory Resource Group’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	$599K	Buy	3,615 +11	+0.3%	+$2.05K	0.09%	134
2026 Q1	$746K	Sell	3,604 -450	-11%	-$82.1K	0.13%	120
2025 Q4	$618K	Sell	4,054 -118	-3%	-$18K	0.11%	123
2025 Q3	$648K	Buy	4,172 +5	+0.1%	+$774	0.12%	126
2025 Q2	$597K	Sell	4,167 -51	-1%	-$7.19K	0.11%	126
2025 Q1	$706K	Sell	4,218 -95	-2%	-$14.9K	0.14%	123
2024 Q4	$625K	Buy	4,313 +43	+1%	+$6.58K	0.13%	118
2024 Q3	$629K	Sell	4,270 -70	-2%	-$10.4K	0.13%	114
2024 Q2	$679K	Sell	4,340 -136	-3%	-$21.7K	0.15%	108
2024 Q1	$706K	Buy	4,476 +496	+12%	+$74.8K	0.16%	105
2023 Q4	$594K	Sell	3,980 -17,283	-81%	-$2.61M	0.15%	108
2023 Q3	$3.59M	Buy	21,263 +16,936	+391%	+$2.74M	0.97%	19
2023 Q2	$681K	Buy	4,327 +3	+0.1%	+$481	0.19%	82
2023 Q1	$705K	Buy	4,324 +54	+1%	+$9.05K	0.2%	70
2022 Q4	$766K	Buy	4,270 +9	+0.2%	+$1.57K	0.23%	62
2022 Q3	$612K	Buy	4,261 +3	+0.1%	+$458	0.2%	69
2022 Q2	$616K	Sell	4,258 -91	-2%	-$15K	0.2%	63
2022 Q1	$708K	Buy	4,349 +3	+0.1%	+$430	0.22%	60
2021 Q4	$571K	Hold	4,346	–	–	0.19%	66
2021 Q3	$441K	Hold	4,346	–	–	0.16%	80
2021 Q2	$455K	Hold	4,346	–	–	0.18%	77
2021 Q1	$455K	Sell	4,346 -100	-2%	-$9.77K	0.21%	65
2020 Q4	$375K	Buy	4,446 +106	+2%	+$8.58K	0.19%	66
2020 Q3	$312K	Buy	4,340 +4	+0.1%	+$336	0.18%	67
2020 Q2	$387K	Buy	4,336 +3	+0.1%	+$269	0.24%	53
2020 Q1	$314K	Buy	4,333 +411	+10%	+$40.6K	0.24%	53
2019 Q4	$473K	Buy	3,922 +1	+0%	+$118	0.27%	52
2019 Q3	$465K	Sell	3,921 -1	-0%	-$121	0.25%	51
2019 Q2	$488K	Buy	3,922 +2	+0.1%	+$242	0.27%	49
2019 Q1	$472K	Buy	3,920 +645	+20%	+$76.3K	0.26%	51
2018 Q4	$356K	Buy	+3,275	New	+$379K	0.22%	50

Other funds holding CVX

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Advisory Resource Group's CVX Position: Q2 2026 in Review

Advisory Resource Group increased its Chevron (CVX) stake by 0.31% in Q2 2026, buying an estimated $2.05K and bringing the position to 3,615 shares worth $599K. The position accounts for 0.09% of the portfolio, ranked #134.

Advisory Resource Group first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.59M in Q3 2023. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Advisory Resource Group held 3,615 shares of Chevron worth $599K as of Q2 2026.
Advisory Resource Group bought 11 Chevron shares in Q2 2026, an estimated $2.05K.
Chevron made up 0.09% of Advisory Resource Group's portfolio in Q2 2026, its #134 holding.
Advisory Resource Group first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
Advisory Resource Group's Chevron position peaked at $3.59M in Q3 2023.
877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.