Gladstone Institutional Advisory’s Chevron CVX Stock Holding History

Gladstone Institutional Advisory’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	$8.8M	Sell	53,097 -3,217	-6%	-$599K	0.28%	73
2026 Q1	$11.7M	Buy	56,314 +1,250	+2%	+$228K	0.43%	52
2025 Q4	$8.39M	Sell	55,064 -2,587	-4%	-$394K	0.32%	69
2025 Q3	$8.95M	Buy	57,651 +3,852	+7%	+$597K	0.34%	58
2025 Q2	$7.7M	Buy	53,799 +712	+1%	+$100K	0.32%	67
2025 Q1	$8.88M	Buy	53,087 +462	+0.9%	+$72.3K	0.41%	53
2024 Q4	$7.62M	Buy	52,625 +3,384	+7%	+$518K	0.35%	63
2024 Q3	$7.25M	Buy	49,241 +3,122	+7%	+$465K	0.35%	70
2024 Q2	$7.21M	Buy	46,119 +3,577	+8%	+$570K	0.38%	65
2024 Q1	$6.71M	Buy	42,542 +10,315	+32%	+$1.56M	0.37%	66
2023 Q4	$4.81M	Buy	32,227 +118	+0.4%	+$17.8K	0.27%	100
2023 Q3	$5.41M	Sell	32,109 -2,793	-8%	-$451K	0.35%	73
2023 Q2	$5.49M	Sell	34,902 -3,570	-9%	-$572K	0.33%	79
2023 Q1	$6.28M	Sell	38,472 -4,725	-11%	-$792K	0.41%	55
2022 Q4	$7.75M	Sell	43,197 -2,484	-5%	-$433K	0.55%	31
2022 Q3	$6.56M	Sell	45,681 -2,905	-6%	-$443K	0.51%	36
2022 Q2	$7.03M	Buy	48,586 +1,351	+3%	+$223K	0.56%	31
2022 Q1	$7.69M	Sell	47,235 -4,238	-8%	-$608K	0.52%	36
2021 Q4	$6.04M	Buy	51,473 +19,764	+62%	+$2.25M	0.47%	51
2021 Q3	$3.22M	Buy	31,709 +12,722	+67%	+$1.27M	0.31%	83
2021 Q2	$1.99M	Buy	18,987 +9,748	+106%	+$1.03M	0.24%	108
2021 Q1	$968K	Buy	9,239 +6,201	+204%	+$606K	0.15%	145
2020 Q4	$257K	Buy	+3,038	New	+$246K	0.05%	252
2020 Q3	–	Sell	-3,050	Closed	-$272K	–	274
2020 Q2	$272K	Sell	3,050 -7,307	-71%	-$654K	0.07%	187
2020 Q1	$751K	Buy	10,357 +6,767	+188%	+$669K	0.19%	108
2019 Q4	$433K	Sell	3,590 -1,396	-28%	-$164K	0.11%	153
2019 Q3	$591K	Buy	4,986 +494	+11%	+$60K	0.15%	119
2019 Q2	$559K	Buy	4,492 +1,104	+33%	+$133K	0.17%	124
2019 Q1	$417K	Sell	3,388 -30	-0.9%	-$3.55K	0.15%	124
2018 Q4	$372K	Buy	+3,418	New	+$396K	0.22%	107

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Gladstone Institutional Advisory's CVX Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Chevron (CVX) stake by 5.7% in Q2 2026, selling an estimated $599K and leaving 53,097 shares worth $8.8M. The position accounts for 0.28% of the portfolio, ranked #73.

Gladstone Institutional Advisory first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.7M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Gladstone Institutional Advisory held 53,097 shares of Chevron worth $8.8M as of Q2 2026.
Gladstone Institutional Advisory sold 3,217 Chevron shares in Q2 2026, an estimated $599K.
Chevron made up 0.28% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #73 holding.
Gladstone Institutional Advisory first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
Gladstone Institutional Advisory's Chevron position peaked at $11.7M in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.