Capital Performance Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
Capital Performance Advisors's CVX Position: Q2 2026 in Review
Capital Performance Advisors reduced its Chevron (CVX) stake by 42% in Q2 2026, selling an estimated $379K and leaving 2,825 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #177.
Capital Performance Advisors first reported a position in CVX in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Capital Performance Advisors held 2,825 shares of Chevron worth $468K as of Q2 2026.
- Capital Performance Advisors sold 2,034 Chevron shares in Q2 2026, an estimated $379K.
- Chevron made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #177 holding.
- Capital Performance Advisors first reported a position in Chevron in Q3 2024 and has held it in 6 quarters since.
- Capital Performance Advisors's Chevron position peaked at $1.01M in Q1 2026.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.