Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Chevron CVX Stock Holding History

Cambridge Investment Research 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 		$91.1M Buy
549,504
+4,451
+0.8% +$828K 0.2% 86
2026
Q1 		$113M Buy
545,053
+18,248
+3% +$3.33M 0.29% 54
2025
Q4 		$80.3M Buy
526,805
+2,586
+0.5% +$394K 0.21% 81
2025
Q3 		$81.4M Buy
524,219
+33,784
+7% +$5.23M 0.22% 76
2025
Q2 		$70.2M Buy
490,435
+18,873
+4% +$2.66M 0.21% 81
2025
Q1 		$78.9M Sell
471,562
-4,601
-1% -$720K 0.27% 62
2024
Q4 		$69M Buy
476,163
+11,290
+2% +$1.73M 0.23% 75
2024
Q3 		$68.5M Sell
464,873
-2,791
-0.6% -$415K 0.23% 76
2024
Q2 		$73.2M Buy
467,664
+12,263
+3% +$1.96M 0.27% 63
2024
Q1 		$71.8M Buy
455,401
+14,623
+3% +$2.21M 0.28% 63
2023
Q4 		$65.7M Buy
440,778
+16,758
+4% +$2.53M 0.28% 60
2023
Q3 		$71.5M Buy
424,020
+8,283
+2% +$1.34M 0.33% 50
2023
Q2 		$65.4M Sell
415,737
-6,236
-1% -$1,000K 0.3% 55
2023
Q1 		$68.8M Sell
421,973
-18,126
-4% -$3.04M 0.34% 49
2022
Q4 		$79M Sell
440,099
-3,373
-0.8% -$589K 0.41% 44
2022
Q3 		$63.7M Buy
443,472
+6,100
+1% +$930K 0.36% 50
2022
Q2 		$63.3M Buy
437,372
+10,213
+2% +$1.69M 0.34% 56
2022
Q1 		$69.6M Buy
427,159
+15,613
+4% +$2.24M 0.32% 57
2021
Q4 		$48.3M Sell
411,546
-8,836
-2% -$1M 0.22% 80
2021
Q3 		$42.6M Sell
420,382
-10,562
-2% -$1.05M 0.21% 83
2021
Q2 		$45.1M Buy
430,944
+3,102
+0.7% +$327K 0.22% 82
2021
Q1 		$44.8M Buy
427,842
+6,832
+2% +$667K 0.24% 70
2020
Q4 		$35.6M Buy
421,010
+14,308
+4% +$1.16M 0.21% 88
2020
Q3 		$29.3M Buy
406,702
+50,178
+14% +$4.22M 0.2% 106
2020
Q2 		$31.8M Buy
356,524
+21,573
+6% +$1.93M 0.24% 86
2020
Q1 		$24.3M Buy
334,951
+9,570
+3% +$946K 0.23% 88
2019
Q4 		$39.2M Buy
325,381
+13,893
+4% +$1.64M 0.3% 65
2019
Q3 		$36.9M Buy
311,488
+20,395
+7% +$2.48M 0.32% 56
2019
Q2 		$36.2M Buy
291,093
+9,137
+3% +$1.1M 0.33% 57
2019
Q1 		$34.7M Buy
281,956
+22,405
+9% +$2.65M 0.33% 54
2018
Q4 		$28.2M Buy
259,551
+763
+0.3% +$88.4K 0.31% 62
2018
Q3 		$31.6M Sell
258,788
-4,514
-2% -$548K 0.3% 62
2018
Q2 		$33.3M Buy
263,302
+11,945
+5% +$1.48M 0.35% 49
2018
Q1 		$28.7M Buy
251,357
+10,397
+4% +$1.24M 0.32% 50
2017
Q4 		$30.2M Buy
240,960
+6,537
+3% +$775K 0.35% 46
2017
Q3 		$27.5M Buy
234,423
+11,375
+5% +$1.24M 0.37% 48
2017
Q2 		$23.3M Buy
223,048
+7,212
+3% +$764K 0.34% 51
2017
Q1 		$23.2M Buy
215,836
+8,690
+4% +$975K 0.4% 46
2016
Q4 		$24.4M Sell
207,146
-5,703
-3% -$621K 0.46% 41
2016
Q3 		$21.9M Buy
212,849
+9,948
+5% +$1.02M 0.41% 50
2016
Q2 		$21.3M Buy
202,901
+21,760
+12% +$2.19M 0.45% 44
2016
Q1 		$17.3M Buy
181,141
+9,377
+5% +$820K 0.39% 57
2015
Q4 		$15.5M Sell
171,764
-13,487
-7% -$1.22M 0.37% 57
2015
Q3 		$14.6M Buy
185,251
+18,379
+11% +$1.55M 0.42% 50
2015
Q2 		$16.1M Buy
166,872
+7,553
+5% +$793K 0.44% 43
2015
Q1 		$16.7M Buy
159,319
+10,986
+7% +$1.17M 0.48% 43
2014
Q4 		$16.6M Buy
148,333
+3,416
+2% +$388K 0.52% 40
2014
Q3 		$17.3M Buy
144,917
+3,466
+2% +$442K 0.51% 38
2014
Q2 		$18.5M Sell
141,451
-4,204
-3% -$523K 0.64% 32
2014
Q1 		$17.3M Buy
145,655
+9,021
+7% +$1.05M 0.65% 30
2013
Q4 		$17.1M Sell
136,634
-1,723
-1% -$208K 0.7% 23
2013
Q3 		$16.8M Sell
138,357
-3,763
-3% -$463K 0.74% 25
2013
Q2 		$16.8M Buy
+142,120
New +$17.2M 0.85% 22

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 22.94% 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
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

Cambridge Investment Research Advisors's CVX Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Chevron (CVX) stake by 0.82% in Q2 2026, buying an estimated $828K and bringing the position to 549,504 shares worth $91.1M. The position accounts for 0.2% of the portfolio, ranked #86.

Cambridge Investment Research Advisors first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $113M in Q1 2026. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cambridge Investment Research Advisors held 549,504 shares of Chevron worth $91.1M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,451 Chevron shares in Q2 2026, an estimated $828K.
  • Chevron made up 0.2% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #86 holding.
  • Cambridge Investment Research Advisors first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Chevron position peaked at $113M in Q1 2026.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.