Curtis Advisory Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.5M Hold
9,060
0.29% 57
2026
Q1
$1.87M Hold
9,060
0.4% 51
2025
Q4
$1.38M Buy
+9,060
New +$1.38M 0.29% 54

Other funds holding CVX

Curtis Advisory Group's CVX Position: Q2 2026 in Review

Curtis Advisory Group held its Chevron (CVX) position steady in Q2 2026 at 9,060 shares worth $1.5M. The position accounts for 0.29% of the portfolio, ranked #57.

Curtis Advisory Group first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Curtis Advisory Group held 9,060 shares of Chevron worth $1.5M as of Q2 2026.
  • Curtis Advisory Group left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.29% of Curtis Advisory Group's portfolio in Q2 2026, its #57 holding.
  • Curtis Advisory Group first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Curtis Advisory Group's Chevron position peaked at $1.87M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.