Global Assets Advisory’s Chevron CVX Stock Holding History

Global Assets 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	$1.59M	Buy	9,556 +879	+10%	+$164K	0.35%	75
2026 Q1	$1.8M	Buy	8,677 +479	+6%	+$87.3K	0.51%	42
2025 Q4	$1.25M	Buy	8,198 +132	+2%	+$20.1K	0.36%	61
2025 Q3	$1.25M	Buy	8,066 +37	+0.5%	+$5.73K	0.37%	63
2025 Q2	$1.17M	Sell	8,029 -8,144	-50%	-$1.15M	0.46%	57
2025 Q1	$2.43M	Buy	16,173 +9,663	+148%	+$1.51M	0.46%	50
2024 Q4	$955K	Sell	6,510 -697	-10%	-$107K	0.53%	48
2024 Q3	$1.08M	Buy	+7,207	New	+$1.07M	0.59%	46
2024 Q2	–	Sell	-992,023	Closed	-$6.24M	–	160
2024 Q1	$6.24M	Buy	+992,023	New	+$150M	0.28%	73
2023 Q4	–	Sell	-5,015	Closed	-$846K	–	67
2023 Q3	$846K	Buy	5,015 +1,561	+45%	+$252K	0.75%	38
2023 Q2	$543K	Buy	3,454 +1	+0%	+$160	0.5%	59
2023 Q1	$589K	Sell	3,453 -232	-6%	-$38.9K	0.6%	52
2022 Q4	$661K	Buy	3,685 +182	+5%	+$31.8K	0.7%	37
2022 Q3	$634K	Sell	3,503 -243	-6%	-$37.1K	0.64%	46
2022 Q2	$530K	Buy	+3,746	New	+$619K	1.14%	21

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Global Assets Advisory's CVX Position: Q2 2026 in Review

Global Assets Advisory increased its Chevron (CVX) stake by 10% in Q2 2026, buying an estimated $164K and bringing the position to 9,556 shares worth $1.59M. The position accounts for 0.35% of the portfolio, ranked #75.

Global Assets Advisory first reported a position in CVX in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.24M in Q1 2024. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Global Assets Advisory held 9,556 shares of Chevron worth $1.59M as of Q2 2026.
Global Assets Advisory bought 879 Chevron shares in Q2 2026, an estimated $164K.
Chevron made up 0.35% of Global Assets Advisory's portfolio in Q2 2026, its #75 holding.
Global Assets Advisory first reported a position in Chevron in Q2 2022 and has held it in 15 quarters since.
Global Assets Advisory's Chevron position peaked at $6.24M in Q1 2024.
2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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