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Concurrent Investment Advisors’s Chevron CVX Stock Holding History

Concurrent 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 		$30.5M Buy
184,166
+21,534
+13% +$4.01M 0.26% 73
2026
Q1 		$33.6M Buy
162,632
+15,200
+10% +$2.77M 0.37% 50
2025
Q4 		$22.5M Buy
147,432
+26,365
+22% +$4.02M 0.26% 76
2025
Q3 		$18.8M Sell
121,067
-722
-0.6% -$112K 0.32% 61
2025
Q2 		$17.4M Buy
121,789
+9,600
+9% +$1.35M 0.34% 58
2025
Q1 		$18.8M Buy
112,189
+28,213
+34% +$4.42M 0.46% 43
2024
Q4 		$12.2M Sell
83,976
-7,883
-9% -$1.21M 0.33% 66
2024
Q3 		$13.5M Buy
91,859
+11,151
+14% +$1.66M 0.4% 56
2024
Q2 		$12.6M Buy
80,708
+17,494
+28% +$2.79M 0.41% 52
2024
Q1 		$9.97M Sell
63,214
-4,660
-7% -$703K 0.4% 56
2023
Q4 		$10.1M Buy
+67,874
New +$10.3M 0.48% 47

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Concurrent Investment Advisors's CVX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Chevron (CVX) stake by 13% in Q2 2026, buying an estimated $4.01M and bringing the position to 184,166 shares worth $30.5M. The position accounts for 0.26% of the portfolio, ranked #73.

Concurrent Investment Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.6M in Q1 2026. 2,315 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Concurrent Investment Advisors held 184,166 shares of Chevron worth $30.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 21,534 Chevron shares in Q2 2026, an estimated $4.01M.
  • Chevron made up 0.26% of Concurrent Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Concurrent Investment Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Chevron position peaked at $33.6M in Q1 2026.
  • 2,315 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.