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Alesco Advisors’s Chevron CVX Stock Holding History

Alesco 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 		$396K Buy
2,387
+454
+23% +$84.5K 0.01% 172
2026
Q1 		$400K Hold
1,933
– – 0.01% 186
2025
Q4 		$295K Sell
1,933
-27
-1% -$4.11K 0.01% 170
2025
Q3 		$304K Buy
+1,960
New +$304K 0.01% 167

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Alesco Advisors's CVX Position: Q2 2026 in Review

Alesco Advisors increased its Chevron (CVX) stake by 23% in Q2 2026, buying an estimated $84.5K and bringing the position to 2,387 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #172.

Alesco Advisors first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $400K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Alesco Advisors held 2,387 shares of Chevron worth $396K as of Q2 2026.
  • Alesco Advisors bought 454 Chevron shares in Q2 2026, an estimated $84.5K.
  • Chevron made up 0.01% of Alesco Advisors's portfolio in Q2 2026, its #172 holding.
  • Alesco Advisors first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Alesco Advisors's Chevron position peaked at $400K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.