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Fortis Capital Advisors’s Chevron CVX Stock Holding History

Fortis Capital 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 		$953K Buy
5,746
+1,318
+30% +$245K 0.11% 168
2026
Q1 		$916K Buy
4,428
+2,208
+99% +$403K 0.12% 149
2025
Q4 		$338K Sell
2,220
-2,311
-51% -$352K 0.05% 236
2025
Q3 		$704K Buy
4,531
+1,313
+41% +$203K 0.11% 153
2025
Q2 		$461K Sell
3,218
-186
-5% -$26.2K 0.08% 163
2025
Q1 		$570K Buy
3,404
+855
+34% +$134K 0.12% 148
2024
Q4 		$377K Sell
2,549
-185
-7% -$28.3K 0.13% 129
2024
Q3 		$403K Sell
2,734
-285
-9% -$42.4K 0.13% 117
2024
Q2 		$472K Buy
3,019
+879
+41% +$140K 0.17% 105
2024
Q1 		$338K Buy
2,140
+517
+32% +$78K 0.14% 129
2023
Q4 		$242K Buy
1,623
+21
+1% +$3.18K 0.13% 99
2023
Q3 		$270K Sell
1,602
-123
-7% -$19.9K 0.17% 83
2023
Q2 		$271K Sell
1,725
-356
-17% -$57.1K 0.16% 86
2023
Q1 		$340K Sell
2,081
-391
-16% -$65.6K 0.18% 74
2022
Q4 		$444K Buy
+2,472
New +$431K 0.26% 57

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

Fortis Capital Advisors's CVX Position: Q2 2026 in Review

Fortis Capital Advisors increased its Chevron (CVX) stake by 30% in Q2 2026, buying an estimated $245K and bringing the position to 5,746 shares worth $953K. The position accounts for 0.11% of the portfolio, ranked #168.

Fortis Capital Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fortis Capital Advisors held 5,746 shares of Chevron worth $953K as of Q2 2026.
  • Fortis Capital Advisors bought 1,318 Chevron shares in Q2 2026, an estimated $245K.
  • Chevron made up 0.11% of Fortis Capital Advisors's portfolio in Q2 2026, its #168 holding.
  • Fortis Capital Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.