Advisory Solutions Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.12M Buy
5,463
+682
+14% +$134K 0.24% 98
2026
Q2
$793K Buy
+4,781
New +$890K 0.27% 82

Other funds holding CVX

Advisory Solutions Group's CVX Position: Q3 2026 in Review

Advisory Solutions Group increased its Chevron (CVX) stake by 14% in Q3 2026, buying an estimated $134K and bringing the position to 5,463 shares worth $1.12M. The position accounts for 0.24% of the portfolio, ranked #98.

Advisory Solutions Group first reported a position in CVX in Q2 2026 and has held it in 2 quarters since. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Advisory Solutions Group held 5,463 shares of Chevron worth $1.12M as of Q3 2026.
  • Advisory Solutions Group bought 682 Chevron shares in Q3 2026, an estimated $134K.
  • Chevron made up 0.24% of Advisory Solutions Group's portfolio in Q3 2026, its #98 holding.
  • Advisory Solutions Group first reported a position in Chevron in Q2 2026 and has held it in 2 quarters since.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.