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Ballew Advisors’s Chevron CVX Stock Holding History

Ballew 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 		$1.05M Buy
6,223
+537
+9% +$99.9K 0.54% 41
2026
Q1 		$1.08M Buy
5,686
+11
+0.2% +$2.01K 0.61% 40
2025
Q4 		$930K Sell
5,675
-122
-2% -$18.6K 0.52% 44
2025
Q3 		$883K Buy
5,797
+971
+20% +$150K 0.49% 47
2025
Q2 		$716K Buy
4,826
+16
+0.3% +$2.26K 0.43% 52
2025
Q1 		$652K Sell
4,810
-26
-0.5% -$4.07K 0.44% 56
2024
Q4 		$751K Buy
4,836
+14
+0.3% +$2.14K 0.48% 50
2024
Q3 		$722K Buy
4,822
+183
+4% +$27.2K 0.48% 51
2024
Q2 		$733K Sell
4,639
-11
-0.2% -$1.75K 0.49% 54
2024
Q1 		$756K Buy
4,650
+13
+0.3% +$1.96K 0.52% 50
2023
Q4 		$666K Buy
4,637
+24
+0.5% +$3.63K 0.5% 51
2023
Q3 		$752K Buy
4,613
+10
+0.2% +$1.61K 0.62% 47
2023
Q2 		$728K Hold
4,603
– – 0.53% 53
2023
Q1 		$713K Buy
4,603
+52
+1% +$8.72K 0.52% 54
2022
Q4 		$806K Sell
4,551
-31
-0.7% -$5.41K 0.62% 44
2022
Q3 		$720K Buy
4,582
+1,952
+74% +$298K 0.65% 44
2022
Q2 		$357K Sell
2,630
-72
-3% -$11.9K 0.33% 65
2022
Q1 		$464K Buy
2,702
+824
+44% +$118K 0.35% 65
2021
Q4 		$242K Sell
1,878
-48
-2% -$5.45K 0.17% 95
2021
Q3 		$208K Buy
+1,926
New +$192K 0.15% 102
2020
Q3 		– Sell
-5,939
Closed -$513K – 94
2020
Q2 		$513K Buy
+5,939
New +$532K 0.5% 41
2019
Q3 		– Sell
-1,859
Closed -$234K – 90
2019
Q2 		$234K Buy
1,859
+3
+0.2% +$363 0.21% 82
2019
Q1 		$220K Buy
1,856
+103
+6% +$12.2K 0.2% 85
2018
Q4 		$206K Buy
1,753
+4
+0.2% +$463 0.19% 86
2018
Q3 		$195K Sell
1,749
-80
-4% -$9.71K 0.18% 87
2018
Q2 		$231K Buy
1,829
+69
+4% +$8.56K 0.26% 76
2018
Q1 		$201K Buy
1,760
+3
+0.2% +$359 0.18% 91
2017
Q4 		$220K Buy
+1,757
New +$208K 0.22% 91

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

Ballew Advisors's CVX Position: Q2 2026 in Review

Ballew Advisors increased its Chevron (CVX) stake by 9.4% in Q2 2026, buying an estimated $99.9K and bringing the position to 6,223 shares worth $1.05M. The position accounts for 0.54% of the portfolio, ranked #41.

Ballew Advisors first reported a position in CVX in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.08M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ballew Advisors held 6,223 shares of Chevron worth $1.05M as of Q2 2026.
  • Ballew Advisors bought 537 Chevron shares in Q2 2026, an estimated $99.9K.
  • Chevron made up 0.54% of Ballew Advisors's portfolio in Q2 2026, its #41 holding.
  • Ballew Advisors first reported a position in Chevron in Q4 2017 and has held it in 28 quarters since.
  • Ballew Advisors's Chevron position peaked at $1.08M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.