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Fermata Advisors’s Chevron CVX Stock Holding History

Fermata 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 		$2.13M Buy
12,847
+684
+6% +$127K 0.43% 64
2026
Q1 		$2.52M Buy
12,163
+1,042
+9% +$190K 0.57% 54
2025
Q4 		$1.69M Buy
11,121
+205
+2% +$31.2K 0.41% 71
2025
Q3 		$1.7M Sell
10,916
-217
-2% -$33.6K 0.43% 68
2025
Q2 		$1.59M Buy
11,133
+1,360
+14% +$192K 0.43% 73
2025
Q1 		$1.63M Buy
9,773
+1,828
+23% +$286K 0.3% 78
2024
Q4 		$1.15M Buy
7,945
+77
+1% +$11.8K 0.21% 87
2024
Q3 		$1.16M Buy
7,868
+960
+14% +$143K 0.24% 73
2024
Q2 		$1.08M Sell
6,908
-441
-6% -$70.3K 0.25% 73
2024
Q1 		$1.16M Buy
7,349
+892
+14% +$135K 0.26% 71
2023
Q4 		$963K Buy
6,457
+187
+3% +$28.3K 0.23% 75
2023
Q3 		$1.06M Buy
+6,270
New +$1.01M 0.3% 70
2023
Q2 		– Sell
-2,872
Closed -$624K – 76
2023
Q1 		$624K Sell
2,872
-2,722
-49% -$456K 0.38% 52
2022
Q4 		$1M Sell
5,594
-62
-1% -$10.8K 0.3% 72
2022
Q3 		$812K Sell
5,656
-990
-15% -$151K 0.26% 78
2022
Q2 		$962K Buy
6,646
+172
+3% +$28.4K 0.34% 74
2022
Q1 		$1.05M Sell
6,474
-580
-8% -$83.2K 0.4% 62
2021
Q4 		$828K Sell
7,054
-43
-0.6% -$4.88K 0.3% 67
2021
Q3 		$720K Buy
7,097
+1,242
+21% +$124K 0.32% 56
2021
Q2 		$614K Buy
5,855
+1,201
+26% +$127K 0.36% 62
2021
Q1 		$486K Buy
+4,654
New +$454K 0.41% 46

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Fermata Advisors's CVX Position: Q2 2026 in Review

Fermata Advisors increased its Chevron (CVX) stake by 5.6% in Q2 2026, buying an estimated $127K and bringing the position to 12,847 shares worth $2.13M. The position accounts for 0.43% of the portfolio, ranked #64.

Fermata Advisors first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.52M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fermata Advisors held 12,847 shares of Chevron worth $2.13M as of Q2 2026.
  • Fermata Advisors bought 684 Chevron shares in Q2 2026, an estimated $127K.
  • Chevron made up 0.43% of Fermata Advisors's portfolio in Q2 2026, its #64 holding.
  • Fermata Advisors first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • Fermata Advisors's Chevron position peaked at $2.52M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.