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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 		$82.9K Buy
+500
New +$93.1K ﹤0.01% 1034

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.