Gradient Capital Advisors’s Chevron CVX Stock Holding History

Gradient 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	$1.54M	Buy	9,282 +40	+0.4%	+$7.45K	0.36%	59
2026 Q1	$1.91M	Sell	9,242 -26	-0.3%	-$4.74K	0.5%	49
2025 Q4	$1.41M	Sell	9,268 -263	-3%	-$40.1K	0.36%	56
2025 Q3	$1.48M	Hold	9,531	–	–	0.4%	53
2025 Q2	$1.36M	Sell	9,531 -357	-4%	-$50.3K	0.4%	51
2025 Q1	$1.65M	Sell	9,888 -838	-8%	-$131K	0.54%	45
2024 Q4	$1.55M	Sell	10,726 -129	-1%	-$19.7K	0.5%	47
2024 Q3	$1.6M	Sell	10,855 -687	-6%	-$102K	0.53%	48
2024 Q2	$1.81M	Sell	11,542 -27	-0.2%	-$4.3K	0.65%	37
2024 Q1	$1.82M	Sell	11,569 -89	-0.8%	-$13.4K	0.67%	37
2023 Q4	$1.74M	Sell	11,658 -59	-0.5%	-$8.92K	0.66%	35
2023 Q3	$1.98M	Buy	11,717 +3,105	+36%	+$502K	0.83%	31
2023 Q2	$1.36M	Sell	8,612 -317	-4%	-$50.8K	0.54%	40
2023 Q1	$1.46M	Sell	8,929 -37	-0.4%	-$6.2K	0.62%	37
2022 Q4	$1.61M	Hold	8,966	–	–	0.73%	33
2022 Q3	$1.29M	Buy	8,966 +15	+0.2%	+$2.29K	0.62%	40
2022 Q2	$1.3M	Buy	8,951 +399	+5%	+$66K	0.62%	41
2022 Q1	$1.39M	Buy	8,552 +1,218	+17%	+$175K	0.59%	42
2021 Q4	$861K	Buy	7,334 +4,239	+137%	+$482K	0.36%	62
2021 Q3	$314K	Buy	3,095 +899	+41%	+$89.7K	0.14%	92
2021 Q2	$230K	Sell	2,196 -55	-2%	-$5.81K	0.11%	108
2021 Q1	$236K	Buy	+2,251	New	+$220K	0.12%	101
2020 Q3	–	Sell	-2,283	Closed	-$204K	–	99
2020 Q2	$204K	Buy	+2,283	New	+$204K	0.14%	95
2020 Q1	–	Sell	-2,311	Closed	-$279K	–	91
2019 Q4	$279K	Buy	2,311 +2	+0.1%	+$236	0.19%	77
2019 Q3	$274K	Sell	2,309 -669	-22%	-$81.2K	0.2%	78
2019 Q2	$371K	Sell	2,978 -171	-5%	-$20.7K	0.29%	66
2019 Q1	$388K	Buy	3,149 +11	+0.4%	+$1.3K	0.31%	62
2018 Q4	$341K	Buy	3,138 +56	+2%	+$6.49K	0.29%	63
2018 Q3	$377K	Buy	3,082 +10	+0.3%	+$1.21K	0.32%	63
2018 Q2	$388K	Buy	3,072 +55	+2%	+$6.83K	0.36%	55
2018 Q1	$344K	Buy	3,017 +11	+0.4%	+$1.31K	0.34%	55
2017 Q4	$376K	Buy	+3,006	New	+$356K	0.39%	49

Other funds holding CVX

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Gradient Capital Advisors increased its Chevron (CVX) stake by 0.43% in Q2 2026, buying an estimated $7.45K and bringing the position to 9,282 shares worth $1.54M. The position accounts for 0.36% of the portfolio, ranked #59.

Gradient Capital Advisors first reported a position in CVX in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.98M in Q3 2023. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Gradient Capital Advisors held 9,282 shares of Chevron worth $1.54M as of Q2 2026.
Gradient Capital Advisors bought 40 Chevron shares in Q2 2026, an estimated $7.45K.
Chevron made up 0.36% of Gradient Capital Advisors's portfolio in Q2 2026, its #59 holding.
Gradient Capital Advisors first reported a position in Chevron in Q4 2017 and has held it in 32 quarters since.
Gradient Capital Advisors's Chevron position peaked at $1.98M in Q3 2023.
877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.