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Bestgate Wealth Advisors’s Chevron CVX Stock Holding History

Bestgate Wealth 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 		$231K Hold
1,391
– – 0.37% 44
2026
Q1 		$288K Sell
1,391
-18
-1% -$3.28K 0.52% 40
2025
Q4 		$215K Sell
1,409
-142
-9% -$21.6K 0.38% 51
2025
Q3 		$241K Hold
1,551
– – 0.43% 50
2025
Q2 		$259K Hold
1,551
– – 0.54% 43
2025
Q1 		$259K Sell
1,551
-25
-2% -$3.91K 0.54% 43
2024
Q4 		$228K Buy
+1,576
New +$241K 0.46% 51

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bestgate Wealth Advisors's CVX Position: Q2 2026 in Review

Bestgate Wealth Advisors held its Chevron (CVX) position steady in Q2 2026 at 1,391 shares worth $231K. The position accounts for 0.37% of the portfolio, ranked #44.

Bestgate Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bestgate Wealth Advisors held 1,391 shares of Chevron worth $231K as of Q2 2026.
  • Bestgate Wealth Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.37% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Bestgate Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Bestgate Wealth Advisors's Chevron position peaked at $288K in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.