Advocate Group
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Advocate Group’s Chevron CVX Stock Holding History

Advocate 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
Q3 		$14.9M Buy
72,896
+3,493
+5% +$688K 2.3% 7
2026
Q2 		$11.5M Sell
69,403
-2,023
-3% -$377K 1.73% 13
2026
Q1 		$14.8M Sell
71,426
-46
-0.1% -$8.39K 2.31% 7
2025
Q4 		$10.9M Buy
71,472
+5,398
+8% +$822K 1.76% 11
2025
Q3 		$10.3M Buy
66,074
+528
+0.8% +$81.8K 1.69% 18
2025
Q2 		$9.39M Buy
65,546
+1,484
+2% +$209K 1.68% 17
2025
Q1 		$10.7M Buy
64,062
+1,284
+2% +$201K 1.95% 10
2024
Q4 		$9.09M Buy
62,778
+2,204
+4% +$337K 1.71% 15
2024
Q3 		$8.92M Buy
60,574
+1,170
+2% +$174K 1.62% 21
2024
Q2 		$9.29M Buy
59,404
+820
+1% +$131K 1.87% 9
2024
Q1 		$9.24M Buy
58,584
+6,386
+12% +$964K 1.84% 10
2023
Q4 		$7.79M Buy
52,198
+375
+0.7% +$56.7K 1.67% 14
2023
Q3 		$8.74M Buy
51,823
+1,185
+2% +$191K 2.03% 10
2023
Q2 		$7.97M Buy
50,638
+58
+0.1% +$9.3K 1.75% 17
2023
Q1 		$8.25M Sell
50,580
-2,430
-5% -$407K 1.8% 17
2022
Q4 		$9.5M Sell
53,010
-1,134
-2% -$198K 2.05% 9
2022
Q3 		$7.78M Sell
54,144
-2,026
-4% -$309K 1.92% 13
2022
Q2 		$8.13M Buy
+56,170
New +$9.28M 1.89% 15

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Advocate Group's CVX Position: Q3 2026 in Review

Advocate Group increased its Chevron (CVX) stake by 5% in Q3 2026, buying an estimated $688K and bringing the position to 72,896 shares worth $14.9M. The position accounts for 2.3% of the portfolio, ranked #7.

Advocate Group first reported a position in CVX in Q2 2022 and has held it in 18 quarters since. 2,052 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Advocate Group held 72,896 shares of Chevron worth $14.9M as of Q3 2026.
  • Advocate Group bought 3,493 Chevron shares in Q3 2026, an estimated $688K.
  • Chevron made up 2.3% of Advocate Group's portfolio in Q3 2026, its #7 holding.
  • Advocate Group first reported a position in Chevron in Q2 2022 and has held it in 18 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.