FSA
CVX icon

Fort Sheridan Advisors’s Chevron CVX Stock Holding History

Fort Sheridan 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 		$8.67M Buy
52,282
+150
+0.3% +$27.9K 0.93% 21
2026
Q1 		$10.8M Buy
52,132
+7,421
+17% +$1.35M 1.3% 16
2025
Q4 		$6.81M Buy
44,711
+100
+0.2% +$15.2K 0.87% 26
2025
Q3 		$6.93M Sell
44,611
-52
-0.1% -$8.05K 0.91% 23
2025
Q2 		$6.4M Sell
44,663
-1,677
-4% -$236K 0.91% 24
2025
Q1 		$7.75M Sell
46,340
-2,358
-5% -$369K 1.18% 20
2024
Q4 		$7.05M Buy
48,698
+1,208
+3% +$185K 1.03% 22
2024
Q3 		$6.99M Buy
47,490
+1,956
+4% +$291K 1.06% 22
2024
Q2 		$7.12M Buy
45,534
+4,354
+11% +$694K 1.15% 19
2024
Q1 		$6.5M Sell
41,180
-28
-0.1% -$4.22K 1.22% 19
2023
Q4 		$6.15M Buy
41,208
+4,933
+14% +$746K 1.23% 18
2023
Q3 		$6.12M Buy
36,275
+1,618
+5% +$261K 1.39% 16
2023
Q2 		$5.45M Buy
34,657
+829
+2% +$133K 1.24% 15
2023
Q1 		$5.52M Buy
33,828
+2,970
+10% +$498K 1.4% 16
2022
Q4 		$5.54M Sell
30,858
-1,883
-6% -$329K 1.8% 13
2022
Q3 		$4.7M Buy
32,741
+1,262
+4% +$192K 1.59% 13
2022
Q2 		$4.56M Buy
31,479
+1,345
+4% +$222K 1.48% 14
2022
Q1 		$4.91M Buy
30,134
+348
+1% +$49.9K 1.44% 13
2021
Q4 		$3.5M Buy
29,786
+1,350
+5% +$153K 1.01% 19
2021
Q3 		$2.88M Buy
28,436
+424
+2% +$42.3K 0.94% 22
2021
Q2 		$2.93M Sell
28,012
-28
-0.1% -$2.96K 0.98% 20
2021
Q1 		$2.94M Buy
28,040
+2,401
+9% +$234K 1.17% 16
2020
Q4 		$2.17M Sell
25,639
-60
-0.2% -$4.86K 1.06% 20
2020
Q3 		$1.85M Buy
25,699
+292
+1% +$24.6K 1.1% 20
2020
Q2 		$2.27M Sell
25,407
-331
-1% -$29.6K 1.39% 17
2020
Q1 		$1.86M Buy
25,738
+1,473
+6% +$146K 1.37% 17
2019
Q4 		$2.92M Sell
24,265
-893
-4% -$105K 1.57% 12
2019
Q3 		$2.98M Buy
25,158
+1,040
+4% +$126K 1.67% 11
2019
Q2 		$3M Buy
24,118
+777
+3% +$94K 1.74% 11
2019
Q1 		$2.88M Buy
23,341
+432
+2% +$51.1K 1.88% 12
2018
Q4 		$2.49M Buy
+22,909
New +$2.65M 1.77% 12

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Fort Sheridan Advisors's CVX Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Chevron (CVX) stake by 0.29% in Q2 2026, buying an estimated $27.9K and bringing the position to 52,282 shares worth $8.67M. The position accounts for 0.93% of the portfolio, ranked #21.

Fort Sheridan Advisors first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.8M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fort Sheridan Advisors held 52,282 shares of Chevron worth $8.67M as of Q2 2026.
  • Fort Sheridan Advisors bought 150 Chevron shares in Q2 2026, an estimated $27.9K.
  • Chevron made up 0.93% of Fort Sheridan Advisors's portfolio in Q2 2026, its #21 holding.
  • Fort Sheridan Advisors first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • Fort Sheridan Advisors's Chevron position peaked at $10.8M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.