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Investment Advisory Services’s Chevron CVX Stock Holding History

Investment Advisory Services’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 		$2.86M Sell
17,279
-51
-0.3% -$9.49K 0.83% 35
2026
Q1 		$3.59M Buy
17,330
+267
+2% +$48.7K 1.14% 22
2025
Q4 		$2.6M Sell
17,063
-158
-0.9% -$24.1K 0.81% 31
2025
Q3 		$2.67M Sell
17,221
-163
-0.9% -$25.2K 0.84% 29
2025
Q2 		$2.49M Sell
17,384
-72
-0.4% -$10.2K 0.83% 31
2025
Q1 		$2.92M Buy
17,456
+114
+0.7% +$17.8K 1.06% 26
2024
Q4 		$2.51M Buy
17,342
+37
+0.2% +$5.66K 0.89% 30
2024
Q3 		$2.55M Sell
17,305
-3,871
-18% -$576K 0.9% 29
2024
Q2 		$3.31M Sell
21,176
-2,570
-11% -$410K 1.21% 19
2024
Q1 		$3.75M Sell
23,746
-61
-0.3% -$9.21K 1.37% 17
2023
Q4 		$3.55M Buy
23,807
+80
+0.3% +$12.1K 1.4% 16
2023
Q3 		$4M Buy
23,727
+79
+0.3% +$12.8K 1.72% 14
2023
Q2 		$3.72M Buy
23,648
+3,770
+19% +$604K 1.57% 14
2023
Q1 		$3.24M Buy
19,878
+1,460
+8% +$245K 1.6% 14
2022
Q4 		$3.34M Sell
18,418
-125
-0.7% -$21.8K 1.72% 14
2022
Q3 		$2.66M Buy
18,543
+277
+2% +$42.2K 1.59% 15
2022
Q2 		$2.67M Buy
18,266
+214
+1% +$35.4K 1.54% 15
2022
Q1 		$2.94M Buy
18,052
+119
+0.7% +$17.1K 1.64% 12
2021
Q4 		$2.1M Sell
17,933
-263
-1% -$29.9K 1.15% 28
2021
Q3 		$1.85M Buy
18,196
+110
+0.6% +$11K 1.13% 26
2021
Q2 		$1.87M Buy
+18,086
New +$1.91M 1.16% 27
2020
Q4 		$1.34M Sell
15,898
-910
-5% -$73.7K 0.94% 36
2020
Q3 		$1.21M Buy
16,808
+964
+6% +$81.1K 0.96% 31
2020
Q2 		$1.41M Buy
15,844
+293
+2% +$26.2K 1.21% 23
2020
Q1 		$1.13M Sell
15,551
-846
-5% -$83.6K 1.21% 26
2019
Q4 		$1.98M Buy
+16,397
New +$1.93M 1.78% 18

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Investment Advisory Services's CVX Position: Q2 2026 in Review

Investment Advisory Services reduced its Chevron (CVX) stake by 0.29% in Q2 2026, selling an estimated $9.49K and leaving 17,279 shares worth $2.86M. The position accounts for 0.83% of the portfolio, ranked #35.

Investment Advisory Services first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $4M in Q3 2023. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Investment Advisory Services held 17,279 shares of Chevron worth $2.86M as of Q2 2026.
  • Investment Advisory Services sold 51 Chevron shares in Q2 2026, an estimated $9.49K.
  • Chevron made up 0.83% of Investment Advisory Services's portfolio in Q2 2026, its #35 holding.
  • Investment Advisory Services first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Chevron position peaked at $4M in Q3 2023.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.