Allegiance Financial Group Advisory Services’s Chevron CVX Stock Holding History

Allegiance Financial Group Advisory Services’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	$508K	Buy	3,063 +947	+45%	+$176K	0.09%	86
2026 Q1	$438K	Buy	2,116 +305	+17%	+$55.6K	0.09%	91
2025 Q4	$276K	Buy	1,811 +64	+4%	+$9.75K	0.06%	134
2025 Q3	$271K	Buy	+1,747	New	+$271K	0.06%	124
2024 Q4	–	Sell	-1,743	Closed	-$257K	–	115
2024 Q3	$257K	Sell	1,743 -96	-5%	-$14.3K	0.09%	62
2024 Q2	$288K	Buy	1,839 +100	+6%	+$15.9K	0.11%	55
2024 Q1	$274K	Hold	1,739	–	–	0.11%	59
2023 Q4	$259K	Sell	1,739 -10	-0.6%	-$1.51K	0.12%	55
2023 Q3	$295K	Hold	1,749	–	–	0.17%	50
2023 Q2	$275K	Hold	1,749	–	–	0.16%	51
2023 Q1	$285K	Hold	1,749	–	–	0.21%	52
2022 Q4	$314K	Buy	+1,749	New	+$305K	0.3%	50

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Allegiance Financial Group Advisory Services's CVX Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Chevron (CVX) stake by 45% in Q2 2026, buying an estimated $176K and bringing the position to 3,063 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #86.

Allegiance Financial Group Advisory Services first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Allegiance Financial Group Advisory Services held 3,063 shares of Chevron worth $508K as of Q2 2026.
Allegiance Financial Group Advisory Services bought 947 Chevron shares in Q2 2026, an estimated $176K.
Chevron made up 0.09% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #86 holding.
Allegiance Financial Group Advisory Services first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.