Fortune Financial Advisors’s Chevron CVX Stock Holding History

Fortune Financial 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	$1.77M	Buy	10,652 +1,145	+12%	+$213K	0.76%	39
2026 Q1	$1.97M	Buy	9,507 +2,190	+30%	+$399K	1%	29
2025 Q4	$1.12M	Buy	7,317 +183	+3%	+$27.9K	0.75%	36
2025 Q3	$1.11M	Buy	7,134 +71	+1%	+$11K	0.83%	37
2025 Q2	$1.01M	Buy	7,063 +151	+2%	+$21.3K	0.81%	38
2025 Q1	$1.16M	Buy	6,912 +432	+7%	+$67.6K	1%	33
2024 Q4	$939K	Buy	6,480 +280	+5%	+$42.9K	0.85%	38
2024 Q3	$913K	Sell	6,200 -6,149	-50%	-$915K	0.83%	41
2024 Q2	$1.93M	Sell	12,349 -805	-6%	-$128K	1.18%	25
2024 Q1	$2.07M	Sell	13,154 -2,006	-13%	-$303K	1.31%	23
2023 Q4	$2.26M	Sell	15,160 -335	-2%	-$50.7K	1.58%	19
2023 Q3	$2.61M	Buy	15,495 +175	+1%	+$28.3K	2%	13
2023 Q2	$2.41M	Buy	+15,320	New	+$2.46M	1.81%	14

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fortune Financial Advisors's CVX Position: Q2 2026 in Review

Fortune Financial Advisors increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $213K and bringing the position to 10,652 shares worth $1.77M. The position accounts for 0.76% of the portfolio, ranked #39.

Fortune Financial Advisors first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.61M in Q3 2023. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Fortune Financial Advisors held 10,652 shares of Chevron worth $1.77M as of Q2 2026.
Fortune Financial Advisors bought 1,145 Chevron shares in Q2 2026, an estimated $213K.
Chevron made up 0.76% of Fortune Financial Advisors's portfolio in Q2 2026, its #39 holding.
Fortune Financial Advisors first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's Chevron position peaked at $2.61M in Q3 2023.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.