FSAG
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Financial Solutions Advisory Group’s Chevron CVX Stock Holding History

Financial Solutions Advisory Group’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 		$846K Sell
4,862
-40
-0.8% -$7.45K 0.11% 80
2026
Q1 		$1.01M Buy
+4,902
New +$894K 0.14% 64

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

Financial Solutions Advisory Group's CVX Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Chevron (CVX) stake by 0.82% in Q2 2026, selling an estimated $7.45K and leaving 4,862 shares worth $846K. The position accounts for 0.11% of the portfolio, ranked #80.

Financial Solutions Advisory Group first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.01M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Financial Solutions Advisory Group held 4,862 shares of Chevron worth $846K as of Q2 2026.
  • Financial Solutions Advisory Group sold 40 Chevron shares in Q2 2026, an estimated $7.45K.
  • Chevron made up 0.11% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #80 holding.
  • Financial Solutions Advisory Group first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's Chevron position peaked at $1.01M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.