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Grey Fox Wealth Advisors’s Chevron CVX Stock Holding History

Grey Fox Wealth 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 		$435K Buy
2,623
+454
+21% +$84.5K 0.07% 108
2026
Q1 		$449K Buy
2,169
+21
+1% +$3.83K 0.09% 94
2025
Q4 		$327K Sell
2,148
-15
-0.7% -$2.29K 0.07% 104
2025
Q3 		$336K Buy
2,163
+1
+0% +$155 0.07% 107
2025
Q2 		$310K Sell
2,162
-262
-11% -$36.9K 0.07% 105
2025
Q1 		$406K Buy
2,424
+157
+7% +$24.6K 0.11% 90
2024
Q4 		$328K Sell
2,267
-23
-1% -$3.52K 0.09% 102
2024
Q3 		$337K Sell
2,290
-16
-0.7% -$2.38K 0.09% 98
2024
Q2 		$361K Buy
2,306
+74
+3% +$11.8K 0.13% 90
2024
Q1 		$352K Sell
2,232
-173
-7% -$26.1K 0.13% 87
2023
Q4 		$359K Sell
2,405
-16
-0.7% -$2.42K 0.16% 77
2023
Q3 		$408K Sell
2,421
-144
-6% -$23.3K 0.2% 72
2023
Q2 		$404K Sell
2,565
-1,039
-29% -$167K 0.21% 71
2023
Q1 		$588K Sell
3,604
-108
-3% -$18.1K 0.35% 49
2022
Q4 		$666K Buy
+3,712
New +$648K 0.44% 42

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 22.96% 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
HighTower Advisors
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
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Grey Fox Wealth Advisors's CVX Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Chevron (CVX) stake by 21% in Q2 2026, buying an estimated $84.5K and bringing the position to 2,623 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #108.

Grey Fox Wealth Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $666K in Q4 2022. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Grey Fox Wealth Advisors held 2,623 shares of Chevron worth $435K as of Q2 2026.
  • Grey Fox Wealth Advisors bought 454 Chevron shares in Q2 2026, an estimated $84.5K.
  • Chevron made up 0.07% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Grey Fox Wealth Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Grey Fox Wealth Advisors's Chevron position peaked at $666K in Q4 2022.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.