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Affinity Capital Advisors’s Chevron CVX Stock Holding History

Affinity Capital Advisors’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 		$606K Buy
3,606
+358
+11% +$66.6K 0.07% 104
2026
Q1 		$672K Buy
3,248
+292
+10% +$53.2K 0.09% 83
2025
Q4 		$451K Buy
2,956
+65
+2% +$9.9K 0.06% 108
2025
Q3 		$443K Buy
2,891
+22
+0.8% +$3.41K 0.07% 104
2025
Q2 		$411K Sell
2,869
-1,930
-40% -$272K 0.07% 109
2025
Q1 		$651K Buy
4,799
+904
+23% +$142K 0.13% 76
2024
Q4 		$583K Sell
3,895
-330
-8% -$50.5K 0.11% 83
2024
Q3 		$622K Sell
4,225
-249
-6% -$37.1K 0.12% 89
2024
Q2 		$700K Buy
4,474
+673
+18% +$107K 0.15% 77
2024
Q1 		$600K Buy
3,801
+41
+1% +$6.19K 0.13% 84
2023
Q4 		$561K Buy
3,760
+80
+2% +$12.1K 0.14% 81
2023
Q3 		$621K Sell
3,680
-34
-0.9% -$5.49K 0.17% 75
2023
Q2 		$584K Sell
3,714
-77
-2% -$12.3K 0.16% 71
2023
Q1 		$619K Buy
3,791
+38
+1% +$6.37K 0.19% 66
2022
Q4 		$674K Sell
3,753
-16
-0.4% -$2.79K 0.23% 55
2022
Q3 		$541K Buy
3,769
+170
+5% +$25.9K 0.19% 61
2022
Q2 		$521K Sell
3,599
-38
-1% -$6.28K 0.18% 63
2022
Q1 		$592K Buy
3,637
+47
+1% +$6.74K 0.19% 60
2021
Q4 		$421K Buy
3,590
+197
+6% +$22.4K 0.13% 78
2021
Q3 		$344K Sell
3,393
-101
-3% -$10.1K 0.12% 86
2021
Q2 		$366K Sell
3,494
-51
-1% -$5.38K 0.12% 84
2021
Q1 		$371K Sell
3,545
-213
-6% -$20.8K 0.14% 80
2020
Q4 		$317K Sell
3,758
-2,268
-38% -$184K 0.13% 79
2020
Q3 		$434K Sell
6,026
-2,538
-30% -$213K 0.25% 59
2020
Q2 		$764K Sell
8,564
-471
-5% -$42.2K 0.5% 37
2020
Q1 		$788K Sell
9,035
-714
-7% -$70.6K 0.58% 35
2019
Q4 		$1.18M Buy
+9,749
New +$1.15M 0.77% 21

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
P
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

Affinity Capital Advisors's CVX Position: Q2 2026 in Review

Affinity Capital Advisors increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $66.6K and bringing the position to 3,606 shares worth $606K. The position accounts for 0.07% of the portfolio, ranked #104.

Affinity Capital Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.18M in Q4 2019. 758 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Affinity Capital Advisors held 3,606 shares of Chevron worth $606K as of Q2 2026.
  • Affinity Capital Advisors bought 358 Chevron shares in Q2 2026, an estimated $66.6K.
  • Chevron made up 0.07% of Affinity Capital Advisors's portfolio in Q2 2026, its #104 holding.
  • Affinity Capital Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Affinity Capital Advisors's Chevron position peaked at $1.18M in Q4 2019.
  • 758 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.