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Barnes Pettey Financial Advisors’s Chevron CVX Stock Holding History

Barnes Pettey Financial 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 		$452K Sell
2,724
-243
-8% -$45.2K 0.14% 118
2026
Q1 		$614K Sell
2,967
-497
-14% -$90.6K 0.27% 76
2025
Q4 		$528K Sell
3,464
-291
-8% -$44.3K 0.26% 72
2025
Q3 		$583K Buy
3,755
+603
+19% +$93.4K 0.32% 61
2025
Q2 		$451K Buy
3,152
+165
+6% +$23.3K 0.3% 60
2025
Q1 		$500K Sell
2,987
-18
-0.6% -$2.82K 0.39% 54
2024
Q4 		$435K Hold
3,005
– – 0.33% 53
2024
Q3 		$443K Sell
3,005
-18
-0.6% -$2.68K 0.35% 54
2024
Q2 		$473K Hold
3,023
– – 0.41% 47
2024
Q1 		$477K Sell
3,023
-767
-20% -$116K 0.41% 50
2023
Q4 		$565K Hold
3,790
– – 0.46% 48
2023
Q3 		$639K Sell
3,790
-40
-1% -$6.46K 0.59% 40
2023
Q2 		$603K Buy
3,830
+518
+16% +$83K 0.52% 46
2023
Q1 		$540K Buy
3,312
+45
+1% +$7.54K 0.52% 47
2022
Q4 		$586K Sell
3,267
-139
-4% -$24.3K 0.6% 42
2022
Q3 		$489K Sell
3,406
-40
-1% -$6.1K 0.67% 41
2022
Q2 		$499K Buy
3,446
+276
+9% +$45.6K 0.64% 41
2022
Q1 		$516K Sell
3,170
-200
-6% -$28.7K 0.62% 45
2021
Q4 		$395K Buy
+3,370
New +$383K 0.45% 53

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Barnes Pettey Financial Advisors's CVX Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its Chevron (CVX) stake by 8.2% in Q2 2026, selling an estimated $45.2K and leaving 2,724 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #118.

Barnes Pettey Financial Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $639K in Q3 2023. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Barnes Pettey Financial Advisors held 2,724 shares of Chevron worth $452K as of Q2 2026.
  • Barnes Pettey Financial Advisors sold 243 Chevron shares in Q2 2026, an estimated $45.2K.
  • Chevron made up 0.14% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Barnes Pettey Financial Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's Chevron position peaked at $639K in Q3 2023.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.