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Invested Advisors’s Chevron CVX Stock Holding History

Invested 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 		$532K Buy
3,211
+203
+7% +$37.8K 0.47% 55
2026
Q1 		$622K Sell
3,008
-6
-0.2% -$1.09K 0.63% 41
2025
Q4 		$459K Buy
3,014
+83
+3% +$12.6K 0.48% 58
2025
Q3 		$441K Buy
+2,931
New +$454K 0.64% 44

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

Invested Advisors's CVX Position: Q2 2026 in Review

Invested Advisors increased its Chevron (CVX) stake by 6.7% in Q2 2026, buying an estimated $37.8K and bringing the position to 3,211 shares worth $532K. The position accounts for 0.47% of the portfolio, ranked #55.

Invested Advisors first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $622K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Invested Advisors held 3,211 shares of Chevron worth $532K as of Q2 2026.
  • Invested Advisors bought 203 Chevron shares in Q2 2026, an estimated $37.8K.
  • Chevron made up 0.47% of Invested Advisors's portfolio in Q2 2026, its #55 holding.
  • Invested Advisors first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Chevron position peaked at $622K in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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