Cumberland Advisors’s Chevron CVX Stock Holding History

Cumberland 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	$239K	Buy	1,440 +250	+21%	+$46.5K	0.08%	47
2026 Q1	$246K	Buy	+1,190	New	+$217K	0.1%	45
2025 Q2	–	Sell	-1,300	Closed	-$217K	–	50
2025 Q1	$217K	Buy	+1,300	New	+$204K	0.1%	46
2024 Q3	–	Sell	-1,290	Closed	-$202K	–	49
2024 Q2	$202K	Hold	1,290	–	–	0.08%	52
2024 Q1	$203K	Buy	+1,290	New	+$195K	0.08%	55
2023 Q4	–	Sell	-1,290	Closed	-$218K	–	54
2023 Q3	$218K	Hold	1,290	–	–	0.1%	53
2023 Q2	$203K	Hold	1,290	–	–	0.09%	55
2023 Q1	$210K	Hold	1,290	–	–	0.09%	57
2022 Q4	$232K	Buy	+1,290	New	+$225K	0.1%	55

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cumberland Advisors's CVX Position: Q2 2026 in Review

Cumberland Advisors increased its Chevron (CVX) stake by 21% in Q2 2026, buying an estimated $46.5K and bringing the position to 1,440 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #47.

Cumberland Advisors first reported a position in CVX in Q4 2022 and has held it in 9 quarters since. The position peaked at $246K in Q1 2026. 2,341 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Cumberland Advisors held 1,440 shares of Chevron worth $239K as of Q2 2026.
Cumberland Advisors bought 250 Chevron shares in Q2 2026, an estimated $46.5K.
Chevron made up 0.08% of Cumberland Advisors's portfolio in Q2 2026, its #47 holding.
Cumberland Advisors first reported a position in Chevron in Q4 2022 and has held it in 9 quarters since.
Cumberland Advisors's Chevron position peaked at $246K in Q1 2026.
2,341 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.