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Dynamic Advisor Solutions’s Chevron CVX Stock Holding History

Dynamic Advisor Solutions’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 		$17.1M Sell
102,887
-400
-0.4% -$74.5K 0.48% 43
2026
Q1 		$21.4M Sell
103,287
-2,788
-3% -$508K 0.67% 30
2025
Q4 		$16.2M Sell
106,075
-10,938
-9% -$1.67M 0.52% 44
2025
Q3 		$18.2M Buy
117,013
+65
+0.1% +$10.1K 0.53% 41
2025
Q2 		$16.7M Buy
116,948
+849
+0.7% +$120K 0.52% 41
2025
Q1 		$19.4M Buy
116,099
+2,317
+2% +$363K 0.64% 38
2024
Q4 		$16.5M Sell
113,782
-1,153
-1% -$176K 0.71% 30
2024
Q3 		$16.9M Buy
114,935
+603
+0.5% +$89.8K 0.51% 45
2024
Q2 		$17.9M Buy
114,332
+10,617
+10% +$1.69M 0.56% 34
2024
Q1 		$16.4M Buy
103,715
+8,690
+9% +$1.31M 0.55% 35
2023
Q4 		$14.3M Buy
95,025
+40,819
+75% +$6.17M 0.53% 38
2023
Q3 		$9.14M Buy
54,206
+3,317
+7% +$536K 0.43% 50
2023
Q2 		$8.01M Buy
50,889
+1,047
+2% +$168K 0.42% 48
2023
Q1 		$8.13M Buy
49,842
+2,623
+6% +$440K 0.48% 43
2022
Q4 		$8.48M Buy
47,219
+134
+0.3% +$23.4K 0.58% 38
2022
Q3 		$6.76M Sell
47,085
-2,796
-6% -$426K 0.52% 38
2022
Q2 		$7.22M Buy
49,881
+640
+1% +$106K 0.55% 35
2022
Q1 		$8.02M Sell
49,241
-3,905
-7% -$560K 0.56% 34
2021
Q4 		$6.24M Sell
53,146
-861
-2% -$97.8K 0.45% 48
2021
Q3 		$5.48M Sell
54,007
-959
-2% -$95.7K 0.41% 53
2021
Q2 		$5.76M Buy
54,966
+2,392
+5% +$253K 0.46% 47
2021
Q1 		$5.51M Buy
52,574
+9,455
+22% +$923K 0.51% 45
2020
Q4 		$3.64M Buy
43,119
+8,320
+24% +$674K 0.34% 80
2020
Q3 		$2.51M Sell
34,799
-2,869
-8% -$241K 0.28% 97
2020
Q2 		$3.36M Sell
37,668
-3,002
-7% -$269K 0.45% 52
2020
Q1 		$2.95M Buy
40,670
+3,144
+8% +$311K 0.54% 38
2019
Q4 		$4.52M Buy
37,526
+2,434
+7% +$287K 0.62% 34
2019
Q3 		$4.16M Sell
35,092
-666
-2% -$80.9K 0.65% 32
2019
Q2 		$4.45M Sell
35,758
-2,324
-6% -$281K 0.71% 28
2019
Q1 		$4.69M Sell
38,082
-2,951
-7% -$349K 0.89% 21
2018
Q4 		$4.65M Sell
41,033
-2,944
-7% -$341K 0.99% 17
2018
Q3 		$5.38M Sell
43,977
-171
-0.4% -$20.7K 1.12% 12
2018
Q2 		$5.58M Buy
44,148
+1,988
+5% +$247K 1.27% 6
2018
Q1 		$4.81M Buy
42,160
+6,856
+19% +$820K 1.23% 10
2017
Q4 		$4.42M Buy
35,304
+16,622
+89% +$1.97M 1.45% 6
2017
Q3 		$2.19M Buy
18,682
+51
+0.3% +$5.57K 0.87% 29
2017
Q2 		$1.94M Buy
18,631
+1,303
+8% +$138K 0.75% 33
2017
Q1 		$1.86M Buy
17,328
+197
+1% +$22.1K 0.73% 37
2016
Q4 		$2.02M Sell
17,131
-3,725
-18% -$406K 0.8% 36
2016
Q3 		$2.15M Buy
20,856
+8,348
+67% +$852K 0.81% 31
2016
Q2 		$1.31M Sell
12,508
-382
-3% -$38.4K 0.53% 59
2016
Q1 		$1.23M Buy
12,890
+923
+8% +$80.7K 0.52% 56
2015
Q4 		$1.08M Buy
11,967
+2,735
+30% +$247K 0.45% 67
2015
Q3 		$728K Sell
9,232
-894
-9% -$75.3K 0.37% 74
2015
Q2 		$977K Buy
10,126
+672
+7% +$70.6K 0.57% 57
2015
Q1 		$992K Buy
9,454
+2,085
+28% +$223K 0.5% 64
2014
Q4 		$827K Buy
7,369
+180
+3% +$20.4K 0.44% 68
2014
Q3 		$858K Buy
7,189
+1,291
+22% +$165K 0.47% 62
2014
Q2 		$770K Sell
5,898
-5,853
-50% -$728K 0.46% 67
2014
Q1 		$1.4M Buy
11,751
+792
+7% +$92.1K 0.95% 29
2013
Q4 		$1.27M Buy
+10,959
New +$1.32M 0.94% 30

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Dynamic Advisor Solutions's CVX Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Chevron (CVX) stake by 0.39% in Q2 2026, selling an estimated $74.5K and leaving 102,887 shares worth $17.1M. The position accounts for 0.48% of the portfolio, ranked #43.

Dynamic Advisor Solutions first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $21.4M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Dynamic Advisor Solutions held 102,887 shares of Chevron worth $17.1M as of Q2 2026.
  • Dynamic Advisor Solutions sold 400 Chevron shares in Q2 2026, an estimated $74.5K.
  • Chevron made up 0.48% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #43 holding.
  • Dynamic Advisor Solutions first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
  • Dynamic Advisor Solutions's Chevron position peaked at $21.4M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.