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Fortitude Advisory Group’s Chevron CVX Stock Holding History

Fortitude 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 		$784K Buy
4,730
+217
+5% +$40.4K 0.3% 73
2026
Q1 		$934K Buy
4,513
+19
+0.4% +$3.46K 0.42% 48
2025
Q4 		$685K Sell
4,494
-17
-0.4% -$2.59K 0.29% 57
2025
Q3 		$701K Buy
4,511
+79
+2% +$12.2K 0.38% 49
2025
Q2 		$635K Sell
4,432
-61
-1% -$8.6K 0.36% 53
2025
Q1 		$608K Buy
4,493
+278
+7% +$43.5K 0.44% 44
2024
Q4 		$611K Sell
4,215
-260
-6% -$39.8K 0.37% 52
2024
Q3 		$659K Sell
4,475
-22
-0.5% -$3.27K 0.42% 47
2024
Q2 		$703K Sell
4,497
-236
-5% -$37.6K 0.42% 43
2024
Q1 		$747K Sell
4,733
-3,771
-44% -$569K 0.42% 48
2023
Q4 		$1.27M Sell
8,504
-1,548
-15% -$234K 0.77% 22
2023
Q3 		$1.7M Buy
10,052
+1,649
+20% +$266K 1.15% 12
2023
Q2 		$1.32M Sell
8,403
-188
-2% -$30.1K 0.97% 16
2023
Q1 		$1.4M Sell
8,591
-81
-0.9% -$13.6K 1.09% 11
2022
Q4 		$1.56M Buy
8,672
+129
+2% +$22.5K 1.32% 10
2022
Q3 		$1.23M Buy
8,543
+1,095
+15% +$167K 1.16% 12
2022
Q2 		$1.08M Sell
7,448
-197
-3% -$32.6K 0.99% 17
2022
Q1 		$1.25M Sell
7,645
-512
-6% -$73.4K 0.66% 15
2021
Q4 		$957K Buy
+8,157
New +$927K 0.48% 32

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Fortitude Advisory Group's CVX Position: Q2 2026 in Review

Fortitude Advisory Group increased its Chevron (CVX) stake by 4.8% in Q2 2026, buying an estimated $40.4K and bringing the position to 4,730 shares worth $784K. The position accounts for 0.3% of the portfolio, ranked #73.

Fortitude Advisory Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q3 2023. 1,702 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fortitude Advisory Group held 4,730 shares of Chevron worth $784K as of Q2 2026.
  • Fortitude Advisory Group bought 217 Chevron shares in Q2 2026, an estimated $40.4K.
  • Chevron made up 0.3% of Fortitude Advisory Group's portfolio in Q2 2026, its #73 holding.
  • Fortitude Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Chevron position peaked at $1.7M in Q3 2023.
  • 1,702 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.