Diversify Advisory Services’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
$16.7M Buy
88,098
+84,390
+2,276% +$15.7M 0.28% 71
2026
Q1
$713K Sell
3,708
-61,413
-94% -$11.2M 0.11% 93
2025
Q4
$10.8M Buy
65,121
+23,649
+57% +$3.6M 0.34% 47
2025
Q3
$6.39M Sell
41,472
-2,673
-6% -$414K 0.21% 79
2025
Q2
$6.82M Buy
44,145
+16,498
+60% +$2.33M 0.26% 62
2025
Q1
$3.85M Sell
27,647
-3,899
-12% -$610K 0.24% 70
2024
Q4
$4.83M Sell
31,546
-7,278
-19% -$1.11M 0.27% 56
2024
Q3
$5.86M Sell
38,824
-2,168
-5% -$323K 0.32% 59
2024
Q2
$6.27M Sell
40,992
-7,206
-15% -$1.15M 0.34% 54
2024
Q1
$7.67M Buy
+48,198
New +$7.27M 0.45% 44

Other funds holding CVX

Diversify Advisory Services's CVX Position: Q2 2026 in Review

Diversify Advisory Services increased its Chevron (CVX) stake by 2,276% in Q2 2026, buying an estimated $15.7M and bringing the position to 88,098 shares worth $16.7M. The position accounts for 0.28% of the portfolio, ranked #71.

Diversify Advisory Services first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Diversify Advisory Services held 88,098 shares of Chevron worth $16.7M as of Q2 2026.
  • Diversify Advisory Services bought 84,390 Chevron shares in Q2 2026, an estimated $15.7M.
  • Chevron made up 0.28% of Diversify Advisory Services's portfolio in Q2 2026, its #71 holding.
  • Diversify Advisory Services first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.