Certified Advisory Corp’s Chevron CVX Stock Holding History

Certified Advisory Corp’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	$2.23M	Sell	13,423 -122	-0.9%	-$22.7K	0.18%	116
2026 Q1	$2.8M	Sell	13,545 -1,263	-9%	-$230K	0.25%	97
2025 Q4	$2.26M	Sell	14,808 -244	-2%	-$37.2K	0.21%	113
2025 Q3	$2.34M	Buy	15,052 +18	+0.1%	+$2.79K	0.22%	107
2025 Q2	$2.15M	Sell	15,034 -462	-3%	-$65.1K	0.22%	106
2025 Q1	$2.59M	Sell	15,496 -358	-2%	-$56K	0.29%	91
2024 Q4	$2.3M	Sell	15,854 -1,158	-7%	-$177K	0.25%	100
2024 Q3	$2.51M	Sell	17,012 -199	-1%	-$29.6K	0.28%	95
2024 Q2	$2.69M	Buy	17,211 +985	+6%	+$157K	0.34%	86
2024 Q1	$2.56M	Buy	16,226 +106	+0.7%	+$16K	0.36%	82
2023 Q4	$2.4M	Buy	16,120 +68	+0.4%	+$10.3K	0.36%	82
2023 Q3	$2.71M	Buy	16,052 +452	+3%	+$73K	0.5%	65
2023 Q2	$2.45M	Sell	15,600 -866	-5%	-$139K	0.45%	69
2023 Q1	$2.69M	Buy	16,466 +585	+4%	+$98.1K	0.48%	64
2022 Q4	$2.85M	Sell	15,881 -146	-0.9%	-$25.5K	0.56%	51
2022 Q3	$2.3M	Sell	16,027 -128	-0.8%	-$19.5K	0.53%	54
2022 Q2	$2.34M	Buy	16,155 +407	+3%	+$67.3K	0.52%	54
2022 Q1	$2.56M	Buy	15,748 +3,234	+26%	+$464K	0.54%	52
2021 Q4	$1.47M	Buy	12,514 +382	+3%	+$43.4K	0.32%	80
2021 Q3	$1.23M	Sell	12,132 -739	-6%	-$73.7K	0.3%	85
2021 Q2	$1.35M	Sell	12,871 -79	-0.6%	-$8.34K	0.34%	72
2021 Q1	$1.36M	Buy	+12,950	New	+$1.26M	0.35%	69
2020 Q2	$1.25M	Sell	13,974 -1,492	-10%	-$134K	0.41%	58
2020 Q1	$1.12M	Buy	15,466 +853	+6%	+$84.3K	0.44%	54
2019 Q4	$1.76M	Buy	14,613 +209	+1%	+$24.6K	0.56%	37
2019 Q3	$1.71M	Sell	14,404 -294	-2%	-$35.7K	0.59%	38
2019 Q2	$1.83M	Buy	14,698 +199	+1%	+$24.1K	0.68%	32
2019 Q1	$1.79M	Sell	14,499 -111	-0.8%	-$13.1K	0.75%	32
2018 Q4	$1.59M	Buy	14,610 +65	+0.4%	+$7.53K	0.82%	27
2018 Q3	$1.78M	Buy	14,545 +29	+0.2%	+$3.52K	0.82%	27
2018 Q2	$1.83M	Buy	14,516 +879	+6%	+$109K	1.02%	21
2018 Q1	$1.55M	Buy	13,637 +8,646	+173%	+$1.03M	0.92%	26
2017 Q4	$624K	Buy	+4,991	New	+$592K	0.45%	56

Other funds holding CVX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Certified Advisory Corp's CVX Position: Q2 2026 in Review

Certified Advisory Corp reduced its Chevron (CVX) stake by 0.9% in Q2 2026, selling an estimated $22.7K and leaving 13,423 shares worth $2.23M. The position accounts for 0.18% of the portfolio, ranked #116.

Certified Advisory Corp first reported a position in CVX in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.85M in Q4 2022. 1,513 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Certified Advisory Corp held 13,423 shares of Chevron worth $2.23M as of Q2 2026.
Certified Advisory Corp sold 122 Chevron shares in Q2 2026, an estimated $22.7K.
Chevron made up 0.18% of Certified Advisory Corp's portfolio in Q2 2026, its #116 holding.
Certified Advisory Corp first reported a position in Chevron in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's Chevron position peaked at $2.85M in Q4 2022.
1,513 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.