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IFC Advisors’s Chevron CVX Stock Holding History

IFC 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 		$2.1M Sell
12,655
-107
-0.8% -$19.9K 0.27% 58
2026
Q1 		$2.64M Buy
12,762
+118
+0.9% +$21.5K 0.38% 46
2025
Q4 		$1.93M Sell
12,644
-2,649
-17% -$403K 0.28% 59
2025
Q3 		$2.37M Sell
15,293
-667
-4% -$103K 0.44% 47
2025
Q2 		$2.29M Sell
15,960
-395
-2% -$55.7K 0.43% 45
2025
Q1 		$2.74M Buy
16,355
+680
+4% +$106K 0.57% 34
2024
Q4 		$2.27M Buy
+15,675
New +$2.4M 0.49% 41

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

IFC Advisors's CVX Position: Q2 2026 in Review

IFC Advisors reduced its Chevron (CVX) stake by 0.84% in Q2 2026, selling an estimated $19.9K and leaving 12,655 shares worth $2.1M. The position accounts for 0.27% of the portfolio, ranked #58.

IFC Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q1 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • IFC Advisors held 12,655 shares of Chevron worth $2.1M as of Q2 2026.
  • IFC Advisors sold 107 Chevron shares in Q2 2026, an estimated $19.9K.
  • Chevron made up 0.27% of IFC Advisors's portfolio in Q2 2026, its #58 holding.
  • IFC Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's Chevron position peaked at $2.74M in Q1 2025.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.