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
$190 Buy
+100
New +$18.6K ﹤0.01% 1272

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. 4,123 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.
  • 4,123 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.