American Capital Advisory’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.9K Sell
120
-267
-69% -$49.7K 0.01% 303
2026
Q1
$80.1K Buy
387
+23
+6% +$4.19K 0.03% 167
2025
Q4
$55.5K Buy
364
+8
+2% +$1.22K 0.02% 192
2025
Q3
$55.3K Buy
356
+302
+559% +$46.8K 0.03% 182
2025
Q2
$7.73K Buy
54
+10
+23% +$1.41K ﹤0.01% 309
2025
Q1
$7.36K Buy
44
+18
+69% +$2.82K ﹤0.01% 313
2024
Q4
$3.77K Sell
26
-1
-4% -$153 ﹤0.01% 370
2024
Q3
$3.98K Sell
27
-4
-13% -$595 ﹤0.01% 361
2024
Q2
$4.62K Sell
31
-125
-80% -$19.9K ﹤0.01% 310
2024
Q1
$25.4K Buy
156
+125
+403% +$18.9K 0.02% 185
2023
Q4
$4.62K Buy
+31
New +$4.69K ﹤0.01% 310

Other funds holding CVX

American Capital Advisory's CVX Position: Q2 2026 in Review

American Capital Advisory reduced its Chevron (CVX) stake by 69% in Q2 2026, selling an estimated $49.7K and leaving 120 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #303.

American Capital Advisory first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $80.1K in Q1 2026. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • American Capital Advisory held 120 shares of Chevron worth $19.9K as of Q2 2026.
  • American Capital Advisory sold 267 Chevron shares in Q2 2026, an estimated $49.7K.
  • Chevron made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #303 holding.
  • American Capital Advisory first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's Chevron position peaked at $80.1K in Q1 2026.
  • 1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.