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AGH Wealth Advisors’s Chevron CVX Stock Holding History

AGH Wealth 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 		$468K Sell
2,821
-203
-7% -$37.8K 0.3% 69
2026
Q1 		$626K Buy
3,024
+136
+5% +$24.8K 0.46% 44
2025
Q4 		$440K Sell
2,888
-528
-15% -$80.4K 0.33% 58
2025
Q3 		$530K Buy
3,416
+505
+17% +$78.2K 0.39% 52
2025
Q2 		$417K Sell
2,911
-595
-17% -$83.9K 0.34% 61
2025
Q1 		$587K Sell
3,506
-44
-1% -$6.89K 0.57% 37
2024
Q4 		$514K Buy
+3,550
New +$543K 0.48% 48

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AGH Wealth Advisors's CVX Position: Q2 2026 in Review

AGH Wealth Advisors reduced its Chevron (CVX) stake by 6.7% in Q2 2026, selling an estimated $37.8K and leaving 2,821 shares worth $468K. The position accounts for 0.3% of the portfolio, ranked #69.

AGH Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $626K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • AGH Wealth Advisors held 2,821 shares of Chevron worth $468K as of Q2 2026.
  • AGH Wealth Advisors sold 203 Chevron shares in Q2 2026, an estimated $37.8K.
  • Chevron made up 0.3% of AGH Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • AGH Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Chevron position peaked at $626K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.