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Checchi Capital Advisers’s Chevron CVX Stock Holding History

Checchi Capital Advisers’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 		$3.3M Sell
19,880
-1,504
-7% -$280K 0.15% 105
2026
Q1 		$4.42M Buy
21,384
+739
+4% +$135K 0.22% 77
2025
Q4 		$3.15M Sell
20,645
-1,084
-5% -$165K 0.16% 93
2025
Q3 		$3.37M Buy
21,729
+673
+3% +$104K 0.18% 93
2025
Q2 		$3.02M Sell
21,056
-1,171
-5% -$165K 0.17% 99
2025
Q1 		$3.72M Buy
22,227
+953
+4% +$149K 0.2% 86
2024
Q4 		$3.08M Sell
21,274
-301
-1% -$46.1K 0.18% 95
2024
Q3 		$3.18M Sell
21,575
-184
-0.8% -$27.4K 0.18% 87
2024
Q2 		$3.4M Buy
21,759
+339
+2% +$54.1K 0.17% 80
2024
Q1 		$3.38M Buy
21,420
+518
+2% +$78.2K 0.26% 83
2023
Q4 		$3.12M Sell
20,902
-2,768
-12% -$419K 0.25% 86
2023
Q3 		$3.99M Sell
23,670
-99
-0.4% -$16K 0.37% 65
2023
Q2 		$3.74M Buy
23,769
+851
+4% +$136K 0.33% 69
2023
Q1 		$3.74M Sell
22,918
-87
-0.4% -$14.6K 0.36% 64
2022
Q4 		$4.13M Sell
23,005
-1,095
-5% -$191K 0.43% 58
2022
Q3 		$3.46M Buy
24,100
+770
+3% +$117K 0.32% 71
2022
Q2 		$3.82M Buy
23,330
+2,974
+15% +$492K 0.33% 63
2022
Q1 		$3.31M Buy
20,356
+306
+2% +$43.9K 0.28% 67
2021
Q4 		$2.35M Sell
20,050
-438
-2% -$49.8K 0.21% 81
2021
Q3 		$2.08M Sell
20,488
-306
-1% -$30.5K 0.21% 81
2021
Q2 		$2.18M Buy
20,794
+259
+1% +$27.3K 0.21% 87
2021
Q1 		$2.15M Buy
20,535
+153
+0.8% +$14.9K 0.21% 85
2020
Q4 		$1.72M Sell
20,382
-1,707
-8% -$138K 0.18% 96
2020
Q3 		$1.59M Buy
22,089
+1,778
+9% +$150K 0.18% 85
2020
Q2 		$1.81M Buy
20,311
+458
+2% +$41K 0.22% 75
2020
Q1 		$1.44M Sell
19,853
-452
-2% -$44.7K 0.14% 79
2019
Q4 		$2.45M Buy
20,305
+293
+1% +$34.5K 0.33% 55
2019
Q3 		$2.37M Sell
20,012
-327
-2% -$39.7K 0.31% 50
2019
Q2 		$2.53M Buy
20,339
+631
+3% +$76.3K 0.32% 44
2019
Q1 		$2.43M Sell
19,708
-598
-3% -$70.7K 0.28% 48
2018
Q4 		$2.21M Sell
20,306
-1,979
-9% -$229K 0.29% 49
2018
Q3 		$2.73M Buy
22,285
+1,664
+8% +$202K 0.31% 47
2018
Q2 		$2.61M Buy
20,621
+386
+2% +$47.9K 0.33% 40
2018
Q1 		$2.31M Buy
20,235
+255
+1% +$30.5K 0.3% 43
2017
Q4 		$2.5M Buy
19,980
+302
+2% +$35.8K 0.34% 39
2017
Q3 		$2.31M Sell
19,678
-369
-2% -$40.3K 0.23% 44
2017
Q2 		$2.09M Buy
20,047
+515
+3% +$54.6K 0.23% 46
2017
Q1 		$2.1M Sell
19,532
-2,410
-11% -$270K 0.24% 44
2016
Q4 		$2.58M Buy
21,942
+2,109
+11% +$230K 0.35% 29
2016
Q3 		$2.04M Buy
19,833
+2,658
+15% +$271K 0.23% 46
2016
Q2 		$1.8M Sell
17,175
-508
-3% -$51.1K 0.21% 48
2016
Q1 		$1.69M Buy
17,683
+1,597
+10% +$140K 0.38% 52
2015
Q4 		$1.45M Sell
16,086
-2,016
-11% -$182K 0.37% 51
2015
Q3 		$1.43M Buy
18,102
+1,199
+7% +$101K 0.39% 55
2015
Q2 		$1.63M Buy
16,903
+381
+2% +$40K 0.43% 51
2015
Q1 		$1.73M Buy
16,522
+744
+5% +$79.4K 0.51% 41
2014
Q4 		$1.77M Buy
15,778
+2,347
+17% +$267K 0.66% 36
2014
Q3 		$1.6M Buy
13,431
+3,016
+29% +$385K 0.66% 35
2014
Q2 		$1.36M Buy
10,415
+2,130
+26% +$265K 0.62% 35
2014
Q1 		$985K Buy
8,285
+1,231
+17% +$143K 0.6% 42
2013
Q4 		$881K Buy
+7,054
New +$853K 0.69% 30

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Checchi Capital Advisers's CVX Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Chevron (CVX) stake by 7% in Q2 2026, selling an estimated $280K and leaving 19,880 shares worth $3.3M. The position accounts for 0.15% of the portfolio, ranked #105.

Checchi Capital Advisers first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.42M in Q1 2026. 2,552 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Checchi Capital Advisers held 19,880 shares of Chevron worth $3.3M as of Q2 2026.
  • Checchi Capital Advisers sold 1,504 Chevron shares in Q2 2026, an estimated $280K.
  • Chevron made up 0.15% of Checchi Capital Advisers's portfolio in Q2 2026, its #105 holding.
  • Checchi Capital Advisers first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's Chevron position peaked at $4.42M in Q1 2026.
  • 2,552 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.