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Gallagher Capital Advisors’s Chevron CVX Stock Holding History

Gallagher 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 		– Sell
-1,145
Closed -$233K – 72
2026
Q1 		$233K Buy
+1,145
New +$209K 0.16% 61
2025
Q4 		– Sell
-1,876
Closed -$322K – 70
2025
Q3 		$322K Buy
+1,876
New +$291K 0.19% 58
2025
Q2 		– Sell
-1,615
Closed -$270K – 63
2025
Q1 		$270K Sell
1,615
-71
-4% -$11.1K 0.21% 56
2024
Q4 		$244K Buy
+1,686
New +$258K 0.18% 58

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Gallagher Capital Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,145 shares — an estimated $233K sold.

Gallagher Capital Advisors first reported a position in CVX in Q4 2024 and held it in 4 quarters. The position peaked at $322K in Q3 2025. 2,366 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Gallagher Capital Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Gallagher Capital Advisors sold 1,145 Chevron shares in Q2 2026, an estimated $233K.
  • Gallagher Capital Advisors first reported a position in Chevron in Q4 2024 and held it in 4 quarters.
  • Gallagher Capital Advisors's Chevron position peaked at $322K in Q3 2025.
  • 2,366 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.