DHJJ Financial Advisors’s Chevron CVX Stock Holding History

DHJJ Financial 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	$177K	Hold	1,068	–	–	0.05%	231
2026 Q1	$221K	Hold	1,068	–	–	0.07%	185
2025 Q4	$163K	Hold	1,068	–	–	0.05%	213
2025 Q3	$166K	Buy	1,068 +10	+0.9%	+$1.55K	0.06%	197
2025 Q2	$151K	Buy	1,058 +651	+160%	+$91.8K	0.05%	202
2025 Q1	$68.1K	Hold	407	–	–	0.03%	275
2024 Q4	$59K	Hold	407	–	–	0.02%	286
2024 Q3	$59.9K	Hold	407	–	–	0.02%	274
2024 Q2	$63.7K	Buy	407 +201	+98%	+$32.1K	0.03%	245
2024 Q1	$32.5K	Hold	206	–	–	0.01%	316
2023 Q4	$30.7K	Hold	206	–	–	0.01%	318
2023 Q3	$34.7K	Buy	+206	New	+$33.3K	0.02%	290

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

DHJJ Financial Advisors's CVX Position: Q2 2026 in Review

DHJJ Financial Advisors held its Chevron (CVX) position steady in Q2 2026 at 1,068 shares worth $177K. The position accounts for 0.05% of the portfolio, ranked #231.

DHJJ Financial Advisors first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $221K in Q1 2026. 2,314 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

DHJJ Financial Advisors held 1,068 shares of Chevron worth $177K as of Q2 2026.
DHJJ Financial Advisors left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #231 holding.
DHJJ Financial Advisors first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Chevron position peaked at $221K in Q1 2026.
2,314 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.