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CV Advisors’s Chevron CVX Stock Holding History

CV 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 		$982K Hold
5,925
– – 0.18% 58
2026
Q1 		$1.23M Hold
5,925
– – 0.33% 22
2025
Q4 		$903K Sell
5,925
-620
-9% -$94.4K 0.23% 26
2025
Q3 		$1.02M Buy
6,545
+670
+11% +$104K 0.28% 23
2025
Q2 		$841K Sell
5,875
-115
-2% -$16.2K 0.26% 21
2025
Q1 		$983K Buy
5,990
+115
+2% +$18K 0.35% 18
2024
Q4 		$851K Buy
+5,875
New +$899K 0.3% 19

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CV Advisors's CVX Position: Q2 2026 in Review

CV Advisors held its Chevron (CVX) position steady in Q2 2026 at 5,925 shares worth $982K. The position accounts for 0.18% of the portfolio, ranked #58.

CV Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2026. 1,125 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CV Advisors held 5,925 shares of Chevron worth $982K as of Q2 2026.
  • CV Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.18% of CV Advisors's portfolio in Q2 2026, its #58 holding.
  • CV Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • CV Advisors's Chevron position peaked at $1.23M in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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