Buttonwood Financial Advisors’s Chevron CVX Stock Holding History

Buttonwood 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	$234K	Buy	+1,410	New	+$262K	0.07%	108

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Buttonwood Financial Advisors's CVX Position: Q2 2026 in Review

Buttonwood Financial Advisors opened a new position in Chevron (CVX) in Q2 2026: 1,410 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #108 among its holdings.

1,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Buttonwood Financial Advisors held 1,410 shares of Chevron worth $234K as of Q2 2026.
Chevron was a new Buttonwood Financial Advisors position in Q2 2026.
Chevron made up 0.07% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #108 holding.
1,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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