FGA
CVX icon

Fortis Group Advisors’s Chevron CVX Stock Holding History

Fortis Group 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 		$986K Sell
5,950
-719
-11% -$134K 0.16% 135
2026
Q1 		$1.31M Buy
6,669
+135
+2% +$24.6K 0.22% 117
2025
Q4 		$1.12M Sell
6,534
-3
-0% -$457 0.19% 136
2025
Q3 		$1.03M Sell
6,537
-236
-3% -$36.5K 0.18% 116
2025
Q2 		$1.02M Buy
6,773
+1,596
+31% +$225K 0.18% 110
2025
Q1 		$866K Buy
5,177
+49
+1% +$7.67K 0.17% 120
2024
Q4 		$743K Sell
5,128
-629
-11% -$96.3K 0.14% 114
2024
Q3 		$848K Sell
5,757
-1,832
-24% -$273K 0.16% 102
2024
Q2 		$1.19M Buy
7,589
+1,238
+19% +$197K 0.24% 72
2024
Q1 		$1M Sell
6,351
-275
-4% -$41.5K 0.18% 92
2023
Q4 		$1.05M Buy
6,626
+1,205
+22% +$182K 0.26% 45
2023
Q3 		$891K Buy
5,421
+1,203
+29% +$194K 0.27% 44
2023
Q2 		$664K Buy
4,218
+2
+0% +$321 0.18% 73
2023
Q1 		$711K Buy
+4,216
New +$707K 0.21% 57
2020
Q3 		$512K Buy
+7,132
New +$600K 0.1% 102

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Fortis Group Advisors reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $134K and leaving 5,950 shares worth $986K. The position accounts for 0.16% of the portfolio, ranked #135.

Fortis Group Advisors first reported a position in CVX in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.31M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fortis Group Advisors held 5,950 shares of Chevron worth $986K as of Q2 2026.
  • Fortis Group Advisors sold 719 Chevron shares in Q2 2026, an estimated $134K.
  • Chevron made up 0.16% of Fortis Group Advisors's portfolio in Q2 2026, its #135 holding.
  • Fortis Group Advisors first reported a position in Chevron in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Chevron position peaked at $1.31M in Q1 2026.
  • 2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.