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Fedenia Advisers’s Chevron CVX Stock Holding History

Fedenia Advisers’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 		$93.3K Buy
+563
New +$105K 0.02% 175
2026
Q1 		– Sell
-3,338
Closed -$509K – 111
2025
Q4 		$509K Sell
3,338
-15
-0.4% -$2.29K 0.2% 93
2025
Q3 		$521K Buy
+3,353
New +$519K 0.21% 92
2025
Q1 		– Sell
-541
Closed -$78.4K – 179
2024
Q4 		$78.4K Buy
+541
New +$82.8K 0.05% 231

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

Fedenia Advisers's CVX Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Chevron (CVX) in Q2 2026: 563 shares worth $93.3K. The stake represents 0.02% of the portfolio and ranks #175 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in CVX as recently as Q4 2025.

Fedenia Advisers first reported a position in CVX in Q4 2024 and has held it in 4 quarters since. The position peaked at $521K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fedenia Advisers held 563 shares of Chevron worth $93.3K as of Q2 2026.
  • Chevron was a new Fedenia Advisers position in Q2 2026.
  • Chevron made up 0.02% of Fedenia Advisers's portfolio in Q2 2026, its #175 holding.
  • Fedenia Advisers first reported a position in Chevron in Q4 2024 and has held it in 4 quarters since.
  • Fedenia Advisers's Chevron position peaked at $521K in Q3 2025.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.