CFS Investment Advisory Services’s Chevron CVX Stock Holding History

CFS Investment Advisory Services’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	$1.23M	Buy	7,267 +335	+5%	+$62.4K	0.08%	177
2026 Q1	$1.28M	Buy	6,932 +219	+3%	+$39.9K	0.09%	172
2025 Q4	$1.02M	Sell	6,713 -272	-4%	-$41.4K	0.07%	180
2025 Q3	$1.09M	Buy	6,985 +150	+2%	+$23.2K	0.08%	173
2025 Q2	$979K	Sell	6,835 -4,435	-39%	-$625K	0.08%	174
2025 Q1	$1.89M	Sell	11,270 -1,329	-11%	-$208K	0.17%	117
2024 Q4	$1.82M	Sell	12,599 -5,060	-29%	-$775K	0.16%	113
2024 Q3	$2.6M	Sell	17,659 -25,661	-59%	-$3.82M	0.22%	85
2024 Q2	$6.78M	Buy	+43,320	New	+$6.91M	0.55%	41
2023 Q3	–	Sell	-16,221	Closed	-$2.55M	–	170
2023 Q2	$2.55M	Buy	+16,221	New	+$2.6M	0.33%	57
2022 Q3	–	Sell	-2,873	Closed	-$416K	–	264
2022 Q2	$416K	Sell	2,873 -452,074	-99%	-$74.7M	0.06%	173
2022 Q1	$3K	Buy	454,947 +452,727	+20,393%	+$64.9M	0.01%	234
2021 Q4	$285K	Buy	+2,220	New	+$252K	0.04%	196

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CFS Investment Advisory Services's CVX Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Chevron (CVX) stake by 4.8% in Q2 2026, buying an estimated $62.4K and bringing the position to 7,267 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #177.

CFS Investment Advisory Services first reported a position in CVX in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.78M in Q2 2024. 2,606 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

CFS Investment Advisory Services held 7,267 shares of Chevron worth $1.23M as of Q2 2026.
CFS Investment Advisory Services bought 335 Chevron shares in Q2 2026, an estimated $62.4K.
Chevron made up 0.08% of CFS Investment Advisory Services's portfolio in Q2 2026, its #177 holding.
CFS Investment Advisory Services first reported a position in Chevron in Q4 2021 and has held it in 13 quarters since.
CFS Investment Advisory Services's Chevron position peaked at $6.78M in Q2 2024.
2,606 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.