GCA
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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
2022
Q1 		– Sell
-200
Closed -$23K – 128
2021
Q4 		$23K Hold
200
– – 0.01% 121
2021
Q3 		$20K Buy
+200
New +$19.9K 0.01% 119

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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. 1,004 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.
  • 1,004 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.