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Cedar Mountain Advisors’s Chevron CVX Stock Holding History

Cedar Mountain 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 		$80.3K Buy
484
+19
+4% +$3.54K 0.01% 124
2026
Q1 		$96.1K Buy
465
+60
+15% +$10.9K 0.02% 96
2025
Q4 		$61.7K Hold
405
– – 0.01% 102
2025
Q3 		$62.8K Buy
405
+190
+88% +$29.4K 0.01% 99
2025
Q2 		$30.8K Sell
215
-34
-14% -$4.79K 0.01% 128
2025
Q1 		$41.7K Sell
249
-1
-0.4% -$157 0.01% 103
2024
Q4 		$36.2K Sell
250
-201
-45% -$30.8K 0.01% 111
2024
Q3 		$66.4K Buy
451
+4
+0.9% +$595 0.02% 73
2024
Q2 		$69.9K Sell
447
-18
-4% -$2.87K 0.02% 65
2024
Q1 		$73.3K Hold
465
– – 0.02% 61
2023
Q4 		$69.4K Buy
465
+18
+4% +$2.72K 0.02% 62
2023
Q3 		$75.4K Sell
447
-407
-48% -$65.7K 0.02% 62
2023
Q2 		$134K Buy
854
+1
+0.1% +$160 0.04% 51
2023
Q1 		$139K Sell
853
-84
-9% -$14.1K 0.04% 51
2022
Q4 		$168K Buy
937
+1
+0.1% +$175 0.05% 46
2022
Q3 		$135K Hold
936
– – 0.04% 47
2022
Q2 		$135K Buy
936
+1
+0.1% +$165 0.05% 47
2022
Q1 		$152K Sell
935
-36
-4% -$5.16K 0.04% 49
2021
Q4 		$114K Sell
971
-84
-8% -$9.54K 0.04% 53
2021
Q3 		$107K Buy
1,055
+70
+7% +$6.98K 0.04% 52
2021
Q2 		$103K Sell
985
-92
-9% -$9.71K 0.03% 52
2021
Q1 		$113K Sell
1,077
-900
-46% -$87.9K 0.04% 49
2020
Q4 		$167K Sell
1,977
-670
-25% -$54.2K 0.06% 43
2020
Q3 		$191K Hold
2,647
– – 0.08% 35
2020
Q2 		$236K Sell
2,647
-201
-7% -$18K 0.1% 31
2020
Q1 		$206K Sell
2,848
-562
-16% -$55.5K 0.1% 31
2019
Q4 		$411K Buy
+3,410
New +$402K 0.17% 21

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

Cedar Mountain Advisors's CVX Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Chevron (CVX) stake by 4.1% in Q2 2026, buying an estimated $3.54K and bringing the position to 484 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #124.

Cedar Mountain Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $411K in Q4 2019. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cedar Mountain Advisors held 484 shares of Chevron worth $80.3K as of Q2 2026.
  • Cedar Mountain Advisors bought 19 Chevron shares in Q2 2026, an estimated $3.54K.
  • Chevron made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #124 holding.
  • Cedar Mountain Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Chevron position peaked at $411K in Q4 2019.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.