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Cannon Advisors’s Chevron CVX Stock Holding History

Cannon 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 		$214K Sell
1,178
-1,514
-56% -$282K 0.13% 90
2026
Q1 		$557K Buy
2,692
+188
+8% +$34.3K 0.41% 45
2025
Q4 		$419K Sell
2,504
-238
-9% -$36.2K 0.3% 57
2025
Q3 		$429K Buy
2,742
+280
+11% +$43.4K 0.29% 58
2025
Q2 		$353K Buy
2,462
+202
+9% +$28.5K 0.28% 54
2025
Q1 		$378K Sell
2,260
-89
-4% -$13.9K 0.35% 46
2024
Q4 		$340K Sell
2,349
-447
-16% -$68.4K 0.29% 51
2024
Q3 		$407K Buy
+2,796
New +$416K 0.33% 49

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

Cannon Advisors's CVX Position: Q2 2026 in Review

Cannon Advisors reduced its Chevron (CVX) stake by 56% in Q2 2026, selling an estimated $282K and leaving 1,178 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #90.

Cannon Advisors first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $557K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cannon Advisors held 1,178 shares of Chevron worth $214K as of Q2 2026.
  • Cannon Advisors sold 1,514 Chevron shares in Q2 2026, an estimated $282K.
  • Chevron made up 0.13% of Cannon Advisors's portfolio in Q2 2026, its #90 holding.
  • Cannon Advisors first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Cannon Advisors's Chevron position peaked at $557K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.