Approach Retirement Advisors’s Chevron CVX Stock Holding History

Approach Retirement 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	$312K	Buy	1,879 +4	+0.2%	+$745	0.23%	67
2026 Q1	$388K	Sell	1,875 -749	-29%	-$137K	0.32%	56
2025 Q4	$400K	Buy	+2,624	New	+$400K	0.34%	52

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 22.94% 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

Approach Retirement Advisors's CVX Position: Q2 2026 in Review

Approach Retirement Advisors increased its Chevron (CVX) stake by 0.21% in Q2 2026, buying an estimated $745 and bringing the position to 1,879 shares worth $312K. The position accounts for 0.23% of the portfolio, ranked #67.

Approach Retirement Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $400K in Q4 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Approach Retirement Advisors held 1,879 shares of Chevron worth $312K as of Q2 2026.
Approach Retirement Advisors bought 4 Chevron shares in Q2 2026, an estimated $745.
Chevron made up 0.23% of Approach Retirement Advisors's portfolio in Q2 2026, its #67 holding.
Approach Retirement Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
Approach Retirement Advisors's Chevron position peaked at $400K in Q4 2025.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.