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Ameritas Advisory Services’s Chevron CVX Stock Holding History

Ameritas 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 		$7.51M Buy
45,298
+18,324
+68% +$3.41M 0.15% 135
2026
Q1 		$5.58M Sell
26,974
-430
-2% -$78.4K 0.22% 105
2025
Q4 		$4.18M Buy
27,404
+7,436
+37% +$1.13M 0.16% 131
2025
Q3 		$3.1M Sell
19,968
-10,592
-35% -$1.64M 0.2% 103
2025
Q2 		$4.38M Sell
30,560
-6,012
-16% -$848K 0.23% 93
2025
Q1 		$5.64M Buy
36,572
+654
+2% +$102K 0.23% 95
2024
Q4 		$5.2M Sell
35,918
-186
-0.5% -$28.5K 0.18% 118
2024
Q3 		$5.32M Buy
36,104
+702
+2% +$104K 0.23% 101
2024
Q2 		$5.54M Sell
35,402
-1,940
-5% -$309K 0.21% 101
2024
Q1 		$5.96M Buy
37,342
+2,823
+8% +$426K 0.25% 83
2023
Q4 		$5.21M Sell
34,519
-1,587
-4% -$240K 0.29% 81
2023
Q3 		$6.1M Buy
36,106
+15,341
+74% +$2.48M 0.3% 67
2023
Q2 		$3.2M Sell
20,765
-13,660
-40% -$2.19M 0.41% 51
2023
Q1 		$5.75M Sell
34,425
-6,862
-17% -$1.15M 0.29% 74
2022
Q4 		$7.41M Buy
41,287
+6,642
+19% +$1.16M 0.34% 60
2022
Q3 		$4.98M Sell
34,645
-157
-0.5% -$23.9K 0.3% 75
2022
Q2 		$5.04M Buy
34,802
+174
+0.5% +$28.8K 0.29% 73
2022
Q1 		$5.64M Buy
34,628
+112
+0.3% +$16.1K 0.21% 80
2021
Q4 		$4.05M Buy
+34,516
New +$3.92M 0.15% 114

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ameritas Advisory Services's CVX Position: Q2 2026 in Review

Ameritas Advisory Services increased its Chevron (CVX) stake by 68% in Q2 2026, buying an estimated $3.41M and bringing the position to 45,298 shares worth $7.51M. The position accounts for 0.15% of the portfolio, ranked #135.

Ameritas Advisory Services first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ameritas Advisory Services held 45,298 shares of Chevron worth $7.51M as of Q2 2026.
  • Ameritas Advisory Services bought 18,324 Chevron shares in Q2 2026, an estimated $3.41M.
  • Chevron made up 0.15% of Ameritas Advisory Services's portfolio in Q2 2026, its #135 holding.
  • Ameritas Advisory Services first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.