Fort Sheridan Advisors’s Chevron CVX Stock Holding History
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
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. 4,141 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.
- 4,141 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.