C1AG
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Client 1st Advisory Group’s Chevron CVX Stock Holding History

Client 1st Advisory Group’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 		$753K Buy
4,545
+309
+7% +$57.5K 0.2% 62
2026
Q1 		$876K Sell
4,236
-196
-4% -$35.7K 0.27% 47
2025
Q4 		$675K Buy
4,432
+584
+15% +$88.9K 0.21% 59
2025
Q3 		$597K Buy
3,848
+93
+2% +$14.4K 0.2% 62
2025
Q2 		$538K Sell
3,755
-796
-17% -$112K 0.2% 63
2025
Q1 		$761K Buy
4,551
+4
+0.1% +$626 0.3% 45
2024
Q4 		$659K Buy
4,547
+348
+8% +$53.3K 0.25% 50
2024
Q3 		$618K Buy
4,199
+611
+17% +$90.9K 0.25% 48
2024
Q2 		$561K Buy
3,588
+1,657
+86% +$264K 0.24% 51
2024
Q1 		$305K Sell
1,931
-125
-6% -$18.9K 0.14% 85
2023
Q4 		$307K Sell
2,056
-1,462
-42% -$221K 0.15% 77
2023
Q3 		$593K Sell
3,518
-20
-0.6% -$3.23K 0.31% 45
2023
Q2 		$557K Buy
3,538
+20
+0.6% +$3.21K 0.29% 46
2023
Q1 		$574K Buy
3,518
+668
+23% +$112K 0.31% 42
2022
Q4 		$512K Sell
2,850
-706
-20% -$123K 0.3% 46
2022
Q3 		$511K Buy
3,556
+252
+8% +$38.4K 0.32% 41
2022
Q2 		$478K Hold
3,304
– – 0.28% 40
2022
Q1 		$538K Buy
3,304
+1,491
+82% +$214K 0.26% 45
2021
Q4 		$213K Buy
+1,813
New +$206K 0.1% 73
2021
Q2 		– Sell
-1,958
Closed -$205K – 75
2021
Q1 		$205K Buy
+1,958
New +$191K 0.12% 65

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Client 1st Advisory Group's CVX Position: Q2 2026 in Review

Client 1st Advisory Group increased its Chevron (CVX) stake by 7.3% in Q2 2026, buying an estimated $57.5K and bringing the position to 4,545 shares worth $753K. The position accounts for 0.2% of the portfolio, ranked #62.

Client 1st Advisory Group first reported a position in CVX in Q1 2021 and has held it in 20 quarters since. The position peaked at $876K in Q1 2026. 939 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Client 1st Advisory Group held 4,545 shares of Chevron worth $753K as of Q2 2026.
  • Client 1st Advisory Group bought 309 Chevron shares in Q2 2026, an estimated $57.5K.
  • Chevron made up 0.2% of Client 1st Advisory Group's portfolio in Q2 2026, its #62 holding.
  • Client 1st Advisory Group first reported a position in Chevron in Q1 2021 and has held it in 20 quarters since.
  • Client 1st Advisory Group's Chevron position peaked at $876K in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.