CA
CVX icon

CoreCap Advisors’s Chevron CVX Stock Holding History

CoreCap 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 		$6.51M Buy
39,246
+11,152
+40% +$2.08M 0.19% 115
2026
Q1 		$5.81M Buy
28,094
+1,837
+7% +$335K 0.2% 106
2025
Q4 		$4M Sell
26,257
-1,390
-5% -$212K 0.14% 150
2025
Q3 		$4.29M Sell
27,647
-22,843
-45% -$3.54M 0.16% 130
2025
Q2 		$7.23M Buy
50,490
+21,302
+73% +$3M 0.29% 67
2025
Q1 		$4.88M Buy
29,188
+940
+3% +$147K 0.22% 92
2024
Q4 		$4.09M Buy
28,248
+71
+0.3% +$10.9K 0.19% 104
2024
Q3 		$4.15M Buy
+28,177
New +$4.19M 0.2% 100
2024
Q2 		– Sell
-29,018
Closed -$4.58M – 1825
2024
Q1 		$4.58M Sell
29,018
-12,745
-31% -$1.92M 0.24% 77
2023
Q4 		$6.23M Buy
41,763
+4,755
+13% +$719K 0.4% 51
2023
Q3 		$6.24M Buy
37,008
+1,874
+5% +$303K 0.45% 46
2023
Q2 		$5.53M Buy
+35,134
New +$5.63M 0.39% 51
2022
Q4 		$8.2M Buy
45,680
+3,958
+9% +$691K 0.59% 35
2022
Q3 		$5.99M Sell
41,722
-5,042
-11% -$769K 0.5% 45
2022
Q2 		$6.77M Buy
46,764
+7,837
+20% +$1.3M 0.53% 41
2022
Q1 		$6.34M Buy
38,927
+14,700
+61% +$2.11M 0.44% 50
2021
Q4 		$2.84M Buy
+24,227
New +$2.75M 0.19% 97

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 22.96% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

CoreCap Advisors's CVX Position: Q2 2026 in Review

CoreCap Advisors increased its Chevron (CVX) stake by 40% in Q2 2026, buying an estimated $2.08M and bringing the position to 39,246 shares worth $6.51M. The position accounts for 0.19% of the portfolio, ranked #115.

CoreCap Advisors first reported a position in CVX in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.2M in Q4 2022. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CoreCap Advisors held 39,246 shares of Chevron worth $6.51M as of Q2 2026.
  • CoreCap Advisors bought 11,152 Chevron shares in Q2 2026, an estimated $2.08M.
  • Chevron made up 0.19% of CoreCap Advisors's portfolio in Q2 2026, its #115 holding.
  • CoreCap Advisors first reported a position in Chevron in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Chevron position peaked at $8.2M in Q4 2022.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.