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Huntleigh Advisors’s Chevron CVX Stock Holding History

Huntleigh 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 		$672K Sell
4,054
-210
-5% -$39.1K 0.09% 170
2026
Q1 		$882K Buy
4,264
+1,377
+48% +$251K 0.15% 131
2025
Q4 		$440K Sell
2,887
-14,135
-83% -$2.15M 0.07% 177
2025
Q3 		$2.64M Buy
17,022
+10
+0.1% +$1.55K 0.45% 56
2025
Q2 		$2.44M Buy
17,012
+356
+2% +$50.2K 0.47% 51
2025
Q1 		$2.79M Buy
16,656
+69
+0.4% +$10.8K 0.65% 42
2024
Q4 		$2.4M Buy
+16,587
New +$2.54M 0.52% 47

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Huntleigh Advisors's CVX Position: Q2 2026 in Review

Huntleigh Advisors reduced its Chevron (CVX) stake by 4.9% in Q2 2026, selling an estimated $39.1K and leaving 4,054 shares worth $672K. The position accounts for 0.09% of the portfolio, ranked #170.

Huntleigh Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q1 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Huntleigh Advisors held 4,054 shares of Chevron worth $672K as of Q2 2026.
  • Huntleigh Advisors sold 210 Chevron shares in Q2 2026, an estimated $39.1K.
  • Chevron made up 0.09% of Huntleigh Advisors's portfolio in Q2 2026, its #170 holding.
  • Huntleigh Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Huntleigh Advisors's Chevron position peaked at $2.79M in Q1 2025.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.