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Cherry Creek Investment Advisors’s Chevron CVX Stock Holding History

Cherry Creek Investment 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 		$889K Buy
5,360
+81
+2% +$15.1K 0.35% 50
2026
Q1 		$1.09M Buy
5,279
+147
+3% +$26.8K 0.47% 43
2025
Q4 		$782K Buy
5,132
+603
+13% +$91.8K 0.33% 46
2025
Q3 		$703K Buy
4,529
+425
+10% +$65.8K 0.3% 53
2025
Q2 		$588K Sell
4,104
-326
-7% -$46K 0.28% 60
2025
Q1 		$741K Buy
4,430
+95
+2% +$14.9K 0.39% 48
2024
Q4 		$628K Sell
4,335
-109
-2% -$16.7K 0.31% 49
2024
Q3 		$654K Buy
4,444
+44
+1% +$6.55K 0.34% 43
2024
Q2 		$688K Sell
4,400
-306
-7% -$48.8K 0.36% 46
2024
Q1 		$742K Buy
4,706
+43
+0.9% +$6.49K 0.4% 43
2023
Q4 		$696K Buy
4,663
+151
+3% +$22.8K 0.42% 44
2023
Q3 		$761K Buy
4,512
+243
+6% +$39.2K 0.52% 38
2023
Q2 		$672K Buy
4,269
+118
+3% +$18.9K 0.45% 41
2023
Q1 		$677K Sell
4,151
-33
-0.8% -$5.53K 0.5% 39
2022
Q4 		$751K Buy
4,184
+108
+3% +$18.8K 0.58% 38
2022
Q3 		$586K Buy
4,076
+926
+29% +$141K 0.49% 44
2022
Q2 		$456K Buy
3,150
+24
+0.8% +$3.97K 0.37% 52
2022
Q1 		$509K Sell
3,126
-467
-13% -$67K 0.34% 58
2021
Q4 		$422K Buy
3,593
+122
+4% +$13.9K 0.26% 62
2021
Q3 		$352K Buy
3,471
+942
+37% +$94K 0.23% 74
2021
Q2 		$265K Buy
+2,529
New +$267K 0.17% 89

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

Cherry Creek Investment Advisors's CVX Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its Chevron (CVX) stake by 1.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 5,360 shares worth $889K. The position accounts for 0.35% of the portfolio, ranked #50.

Cherry Creek Investment Advisors first reported a position in CVX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cherry Creek Investment Advisors held 5,360 shares of Chevron worth $889K as of Q2 2026.
  • Cherry Creek Investment Advisors bought 81 Chevron shares in Q2 2026, an estimated $15.1K.
  • Chevron made up 0.35% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Cherry Creek Investment Advisors first reported a position in Chevron in Q2 2021 and has held it in 21 quarters since.
  • Cherry Creek Investment Advisors's Chevron position peaked at $1.09M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.