FFA
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Farther Finance Advisors’s Chevron CVX Stock Holding History

Farther Finance 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 		$24.6M Buy
148,219
+12,340
+9% +$2.3M 0.19% 99
2026
Q1 		$26.8M Buy
135,879
+11,932
+10% +$2.18M 0.25% 81
2025
Q4 		$18.9M Buy
123,947
+17,964
+17% +$2.74M 0.2% 94
2025
Q3 		$16.5M Buy
105,983
+11,321
+12% +$1.75M 0.25% 74
2025
Q2 		$13.6M Buy
94,662
+4,372
+5% +$616K 0.27% 71
2025
Q1 		$15.2M Buy
90,290
+18,538
+26% +$2.9M 0.39% 47
2024
Q4 		$10.4M Sell
71,752
-1,886
-3% -$289K 0.38% 56
2024
Q3 		$10.8M Buy
73,638
+3,159
+4% +$470K 0.41% 44
2024
Q2 		$11M Buy
70,479
+14,286
+25% +$2.28M 0.53% 33
2024
Q1 		$8.94M Sell
56,193
-1,873
-3% -$283K 0.54% 34
2023
Q4 		$8.66M Buy
58,066
+1,416
+2% +$214K 0.62% 26
2023
Q3 		$9.55M Buy
56,650
+1,270
+2% +$205K 1.5% 7
2023
Q2 		$8.71M Buy
55,380
+8,965
+19% +$1.44M 1.9% 5
2023
Q1 		$7.57M Buy
46,415
+1,976
+4% +$331K 2.22% 5
2022
Q4 		$7.98M Buy
+44,439
New +$7.75M 3.09% 4

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Farther Finance Advisors's CVX Position: Q2 2026 in Review

Farther Finance Advisors increased its Chevron (CVX) stake by 9.1% in Q2 2026, buying an estimated $2.3M and bringing the position to 148,219 shares worth $24.6M. The position accounts for 0.19% of the portfolio, ranked #99.

Farther Finance Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.8M in Q1 2026. 1,262 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Farther Finance Advisors held 148,219 shares of Chevron worth $24.6M as of Q2 2026.
  • Farther Finance Advisors bought 12,340 Chevron shares in Q2 2026, an estimated $2.3M.
  • Chevron made up 0.19% of Farther Finance Advisors's portfolio in Q2 2026, its #99 holding.
  • Farther Finance Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Chevron position peaked at $26.8M in Q1 2026.
  • 1,262 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.