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Allen Mooney & Barnes Investment Advisors’s Chevron CVX Stock Holding History

Allen Mooney & Barnes Investment 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 		$2.79M Sell
16,837
-559
-3% -$104K 0.42% 48
2026
Q1 		$3.6M Sell
17,396
-235
-1% -$42.9K 0.52% 47
2025
Q4 		$2.69M Buy
17,631
+244
+1% +$37.2K 0.4% 47
2025
Q3 		$2.7M Sell
17,387
-501
-3% -$77.6K 0.42% 46
2025
Q2 		$2.56M Sell
17,888
-1,577
-8% -$222K 0.42% 47
2025
Q1 		$3.26M Sell
19,465
-168
-0.9% -$26.3K 0.53% 48
2024
Q4 		$2.84M Buy
19,633
+1,532
+8% +$234K 0.48% 46
2024
Q3 		$2.67M Buy
18,101
+297
+2% +$44.2K 0.45% 48
2024
Q2 		$2.78M Sell
17,804
-369
-2% -$58.8K 0.5% 46
2024
Q1 		$2.94M Sell
18,173
-125
-0.7% -$18.9K 0.56% 45
2023
Q4 		$2.73M Sell
18,298
-245
-1% -$37.1K 0.52% 45
2023
Q3 		$3.13M Buy
18,543
+489
+3% +$79K 0.67% 40
2023
Q2 		$2.84M Buy
18,054
+2,236
+14% +$358K 0.63% 40
2023
Q1 		$2.58M Sell
15,818
-883
-5% -$148K 0.62% 41
2022
Q4 		$3M Buy
16,701
+52
+0.3% +$9.07K 0.72% 40
2022
Q3 		$2.39M Sell
16,649
-96
-0.6% -$14.6K 0.64% 42
2022
Q2 		$2.42M Sell
16,745
-97
-0.6% -$16K 0.62% 47
2022
Q1 		$2.74M Buy
+16,842
New +$2.42M 0.61% 46

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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

Allen Mooney & Barnes Investment Advisors's CVX Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Chevron (CVX) stake by 3.2% in Q2 2026, selling an estimated $104K and leaving 16,837 shares worth $2.79M. The position accounts for 0.42% of the portfolio, ranked #48.

Allen Mooney & Barnes Investment Advisors first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.6M in Q1 2026. 2,562 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 16,837 shares of Chevron worth $2.79M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 559 Chevron shares in Q2 2026, an estimated $104K.
  • Chevron made up 0.42% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Chevron position peaked at $3.6M in Q1 2026.
  • 2,562 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.